Funding Award & Scholarship Reimbursement Instructions

Submitting Reimbursement Requests for WPD Funding Award and Scholarship Recipients

Step 1: Complete and submit W-9.

APA must have your tax information on file to process your reimbursement request.

  • Download a W-9 form from the IRS website.
  • Save the completed form send it via encrypted email it to: accountspayable@planning.org. Please do not skip this step. Encrypting your email ensures your personal identifying information doesn't fall into the wrong hands. Click here to find encryption instructions for your email platform. **DO NOT EMAIL YOUR W-9, YOUR SOCIAL SECURITY NUMBER, OR ANY OTHER TAX FORM TO THE DIVISION TREASURER.**

Step 2: Submit eligible expenses to WPD.

  • Gather your receipts/proofs of payment for eligible expenses (varies based on the specific funding or scholarship program).
  • Email your receipts to the Division's Director of Finance.

If you have any issues, please email us at women.apa@gmail.com.

Submit an ACH Form to Authorize Electronic Payment

Step 1. Download the ACH Form

  • Visit your financial institution's website or app.
  • Search for "ACH Form" in the search bar.
  • Click on the link that says "ACH Authorization Form."
  • Download and save the PDF file to your computer.

OR

  • Click here to access APA’s ACH Form.
  • Download and save the PDF to your computer.

Step 2. Complete the ACH Form

  • Open the downloaded PDF file.
  • Fill in your personal information, including:
    • Account holder's name.
    • Bank name.
    • Bank account number.
    • Bank routing number.
    • Type of account (checking or savings).
    • Sign and date the form.

Step 3. Email the ACH Form and/or Your W-9 to APA via encrypted email.

  • Save the completed form on your computer.
  • Open your email application.
  • Compose a new email and address it to: accountspayable@planning.org.
  • Attach the completed ACH form to this email.
  • Include a brief message indicating that the ACH form is attached to go along with your Payment Request JotForm.
  • Encrypt your email. Please do not skip this step. Encrypting your email ensures your personal identifying information doesn't fall into the wrong hands. Click here to find encryption instructions for your email platform.
  • In the email subject line, include your full name and "ACH."
  • You may submit BOTH your ACH and W-9 form in one encrypted, if required.
    • In the email subject line, include your full name and "ACH & W-9," for example: John Smith - ACH & W-9.

**DO NOT EVER EMAIL YOUR W-9, YOUR SOCIAL SECURITY NUMBER, OR ANY OTHER TAX FORM TO THE DIVISION TREASURER. **