• News
• Department Calendar

Payment to Individual report (PIR) instructions for
UW- Psychology

PIR is the report that should be filled by any non UW-employee for services, travel expenses, interview expenses, payments to students for scholarships, financial aid, award payments, and subject fee payments.  {A non employee is not on UW payroll system.}  Receipts, itineraries, and credit card charges are generally needed for any reimbursements, except for meals within the limits and up to $25 per taxi ride (one ride to/ from each airport).  For conferences, claimants must present copies of the brochure and any other documents stating their participation and scope of activities.

Instructions:

1. Download the PIR form from http://www.bussvc.wisc.edu/acct/acpir.xls.

2. Fill the form with your demographics.

1. If you are on UW payroll, only include the last four digits of your Social Security number.
2. Invoice Number will be PIRddmmyr (e.g.  PIR010108)
3. Contact Person and Telephone Number will be filled by the person revising it at Psych administrative offices.

3. In the PIR form enter the date(s) of service and the purpose of payment in as much detail as possible.  This will be important to determine how to classify your claim.

4. If this is a travel claim, fill in all your travel details. This should be done on the form named PIRTravel.  Describe the expenses chronologically starting with the registration fee, followed by the roundtrip airfare, and the lodging and meals per day.Here’s a good link that can help you determine the UW system rules:  http://www.bussvc.wisc.edu/acct/travel/welcome.html

5. Enter the Amount to be finally paid and:

1. Account:                    
2. Fund:                          first three digits of your project (e.g. 144, 135, or 133)
3. Org:                            487400
4. Prog:                           4 research/ 2 instruction
5. Class:                         leave blank
6. Budget Year:             8 (until June 30, 2008)
7. Project:                      Project number (e.g., 144-PQ90)

6. Print the form and send it electronically to reimb@psych.wisc.edu

7. Drop a paper copy along with all the receipts in the Reimbursements mailbox at the 2nd floor of Brogden Hall.

8. After a complete revision and any necessary corrections, you will receive some color copies of the PIRTravel form to sign and your supervisor will receive the PIR to sign as well.

9. After the forms are routed through the L & S Dean’s office and UW Accounting, a check will be mailed to the address you provided in the demographics section.  This process may take from 6-8 weeks.