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Home  >  Societies & Communities  >  Geographic Activities  >  Required Reporting

 

 

 

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Step 1: Prepare Schedule I - Receipts & Expenses (3 Pages)

As you prepare Schedule I, note if any of the receipts or expenses would require you to prepare support Schedules III, IV, V or VI.  If yes, complete those schedules and transfer the balances to Schedule I as instructed.

 
 

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Step 2: Prepare Schedule VII - Reconciliation of Checkbook to Bank Statements (1 Page)

The total of Column A in Schedule VII must agree with the total in Line A, Column D of Schedule II.

 
 

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Step 3: Prepare Schedule II - Statement of Net Worth (1 Page)

As you review Schedule II, note if any of the assets or liabilities would require you to prepare support Schedule V or VI.   If yes, complete those schedules as instructed.

 
 

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Step 4: Prepare the General Information & Certification Schedule (Required) and the Conflict of Interest Disclosure Statement (COI) (Required)

Make sure the Treasurer and Chair Profiles for 2010 and 2011 are completed and signed on the General Information and Certification Schedule.

 
 

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Step 5: Prepare the Checklist (must be included with the L50 Report)

Prepare the Checklist to confirm that all of the necessary schedules and materials have been provided for submission to the IEEE Member and Geographic Activities department.

 
 

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Step 6: Photocopy for Your Records

Photocopy all of the prepared schedules, checklist, bank and/or investment statements for your file copy in the event that there are questions asked subsequent to submitting the L50 to the IEEE Member and Geographic Activities department.

 
 

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Step 7:  Submit

 
 

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