Schedule of our funding year (subject to change):
August 31 - Education Program Plan Submission Deadline
Your Education Program Plan must be approved by your facilitator prior to the release of funding. You may send receipts to us at any time. Please ensure that your facilitator has your EPP before August 31 if possible, in order to expedite the approval process. Funding is not available until the plan is approved, and approval may take time.
September 18 - Use Purchase Orders (for up to half of your annual funding, 2nd half available for PO use in January. PO use ends mid-May.)
If you choose to use Purchase Order numbers (POs) before the funding deadline, you agree to pay for the purchase yourself if you change schools before September 29*. POs are only available to those who have an approved plan. (If you submit your plan on the deadline, it will not be approved immediately, so if you intend to use POs in September, please submit your plan as soon as possible.)
September 29*
Enroll with us before this date to be eligible for funding. This includes the approval of your program plan.
September 30* - EFT form submission deadline
Want to claim a refund? We need your EFT Form before we can refund you via direct deposit.
September 30* - Receipt Submission Deadline
Receipts submitted before the last day of the month will be processed to receive up to the first 50% refund on the last business day of October. Refunds will be direct deposited, so please be sure you've completed and returned your EFT Form to us. Failure to do so will delay your refund. Funding is only available to those with approved EPPs.
October 31* - Receipt Submission Deadline for Reimbursement
Receipts submitted before the last day of the month will be processed to receive up to the first 50% refund on the last business day of November.
November 30* - Receipt Submission Deadline for Reimbursement
Receipts submitted before the last day of the month will be processed to receive up to the first 50% refund on the last business day of December.
December 31* - Receipt Submission Deadline for Reimbursement
Receipts submitted before the last day of the month will be processed to receive up to the first 50% refund on the last business day of January.
January 13 - Begin to use Purchase Orders for the second 50% of funding (or the full amount if you have not yet accessed any).
January 31* - Receipt Submission Deadline for Reimbursement
Receipts submitted before the last day of the month will be processed to receive up to the first 50% refund on the last business day of February.
February 28* - Receipt Submission Deadline for Reimbursement
Receipts submitted before the last day of the month will be processed to receive up to the first 50% refund on the last business day of March.
March 31* - Receipt Submission Deadline for Reimbursement
Receipts submitted before the last day of the month will be processed to receive up to 100% of funding refund on the last business day of April.
April 30* - Receipt Submission Deadline for Reimbursement
Receipts submitted before the last day of the month will be processed to receive up to 100% of funding refund on the last business day of May.
May 31* - Purchase Order use closes for the year
Complete any purchase orders before this date. This means that you will need to begin the process with the vendor as early as possible in order to ensure the purchase order is finalized before the deadline.
May 31* - Receipt Submission Deadline for Reimbursement
Receipts submitted before May 31 will be processed to receive up to 100% of funding refund on July 15. Receipts received up to this date are eligible for refund for the second 50% of funding (as well as the first 50% if not yet claimed).
*or the last business day of the month
Notes: When sending us time-sensitive items in the mail, please be sure that your post office postmarks it on or before the deadline. It may be a good idea to send items in registered mail, if you are concerned about them getting lost. We recommend you copy anything you are going to send in the mail, because occasionally, receipts do get lost. Please do not send receipts with your facilitator.
Questions? Email wisdomfinance@gilbertineinstitute.com