Test Claim Routing Instructions

From: [108] [109], To: [407] [420]

CLAIMANT:

  1. Your expense claim has been submitted on the CalRTA website and a copy of this claim has been sent to the authorizing leader you specified.

  2. If you were unable to scan and attach your receipts, send them by postal mail to the authorizing leader. Addresses are available in the Leadership Directory on the State website.

  3. Keep a copy of your receipts.

 AUTHORIZING CalRTA LEADER:

  1. A new expense claim has been submitted on the CalRTA website that requires your review and approval.

  2. The claimant either attached a scanned copy of receipts or will send them to you by postal mail.

  3. Review the claim for accuracy.

  4. If the expense claim is not correct, contact the claimant about the change that will be made.

  5. If the expense claim is correct, FORWARD the expense claim (with attachments) to sherry@calrta.org, including the statement “I have reviewed and I approve the attached claim #1234 for Ann Smith.”