Phoenix and out-of-pocket expenses: what you need to know

Phoenix wallet

As many as one in three PSAC members affected by Phoenix have incurred out-of-pocket expenses.

When the Phoenix nightmare began, one of the first things PSAC did was secure a claims process for expenses incurred because of inaccurate pay. We encourage our members to claim these expenses.

There is no deadline for submitting these claims. If you incurred expenses due to a pay problem in 2016 or 2017, you are still eligible to file.

What is covered?

Treasury Board has provided a list of examples of expenses that are eligible to claim. These include:

  • Non-sufficient funds (NSF) and other financial penalty charges resulting from missed or late payments on mortgage payments, condo fees, rent, personal loan payments (car, student, other), household utilities, groceries, or other household expenses;
  • Interest charges from credit cards, lines of credit, and/or personal loans used by employees to temporarily pay mortgage payments, condo fees, rent, personal loan payments (car, student, other), household utilities, groceries, or other household expenses;
  • Interest and related fees on loans or lines of credit required for the repayment of source deductions on an overpayment (that is, the difference between the gross and net payment);
  • Reimbursement of increased income taxes that will not be reversed or offset from amendments to the employee's current, previous or future income tax returns;
  • Fees for early withdrawal of investments and withdrawals from savings accounts;
  • Fees and related charges from tax advisory providers to amend a previously filed income tax return following the issuance of amended tax slips.

How do I file a claim?

Before preparing your claim, PSAC strongly urges members to review the following information from Treasury Board:

Then you will need to print and complete this form.

Make sure to keep a copy of the claim form for your records, as well as all of your receipts and/or appropriate documentation.

Departments and agencies have assigned claims officers to help you with this process. You can find the contact information for your department’s claims officer here.

What if my claim is denied?

If the employer denies your claim, you have the right to file a grievance. For assistance, please contact the PSAC representative in your workplace, or your Component.

Sujets: 

6 Avril 2018
Share/Save