Please Note: All amounts should be entered in
your local currency; The IEEE Staff will make
the conversion to U.S. Dollars.
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.
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.
STEP 3
Prepare Schedule I
I -
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.
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
2008 and 2009 are completed and signed on the
General Information and Certification Schedule.
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.
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 L-50 to
the IEEE Member and Geographic Activities
Department.
STEP 7
Submit
Submit the completed Form L50, checklist,
applicable bank signature cards and bank &
investment statements to the IEEE IEEE Member and
Geographic Activities Department.
If you email the L50 report, please make sure you
mail the original bank statements and the signed
copy of the General Information and Certification
Schedule to the address below.
Submit via email by sending the report and
support documents to:
financial-report@ieee.org
Reports must be submitted by Friday,
20-February-2009. If meeting, officer and
financial reports are submitted by that date, your
Unit will qualify for a 10% additional rebate when
the reports are approved.
Contact Information
IEEE Member and Geographic Activities Department
Finance Administrator
445 Hoes Lane
Piscataway, NJ
08854 USA
Telephone + 1 732 562 5516 toll-free
(in USA/Canada) +1 800 678 4333, option 1, ext
5516
Fax +1 732 463 3657
