OmegaFi Exemption Request

If your chapter requests an exemption from the requirement to use OmegaFi, fill out this form below. For the required letter, it must either be:

  • A letter from your CPA stating that your chapter adheres to the Phi Kappa Psi Financial Management Policy and that their CPA firm: Collects chapter dues Files chapter 990
  • A letter from your university stating one of the following: The service is a requirement of the University The service is able to withhold grades/registration for classes
Chapter Name*
Submitted By*
Position
Email Address
Phone Number
Required Letter
990 Year 1
990 Year 2
990 Year 3
1099 Year 1
1099 Year 2
1099 Year 3
Balance Sheet Year 1
Balance Sheet Year 2
Balance Sheet Year 3
Income Statement Year 1
Income Statement Year 2
Income Statement Year 3