IIA Institute Reporting Requirements

The IIA Institutes are required to submit the following reports to IIA Global Headquarters. Failure to provide the information may affect your affiliation status with The IIA.

The table below will help you keep track of the reporting requirements of the new IIA-Institute Agreement (Spanish/French). Please make a note of the deadlines. We understand that at times, special circumstances may prevent you from meeting these deadlines. In such cases, to remain in compliance and avoid any interruption in services, please send a request for an extension at institute.relations@theiia.org.

Institute Reporting Requirements: Due Date:
Annual Activity Report (Online Questionnaire) A new report is being designed that will be due March 31
Annual Internal Audit Library Inventory Form March 31
Annual Attestation of Total Membership Size (TMS)*
May 15
 
Total Membership Size is used to calculate Institute Fees. 
Annual Officers’ Listing Form.

English Spanish French

June 30
or upon elections or changes in the board or executive. 
Annual Financial Report

English French

6 months after Institute’s fiscal year end
Annual Payment of IIA-Institute Fees.
Within 90 days of billing (Invoice is sent in July)All payment plans must be approved in writing
Ongoing Reporting of Members
Minimum:
  • Monthly (for direct delivery of member benefits)
  • Quarterly (for indirect delivery of member benefits)

Find details for the Membership Administrator by clicking http://www.theiia.org/chapters-institutes/membership-administration/

Optional:
 
Payment of Bulk Subscription (IA Magazine)
Within 30 days of billing
All payment plans must be approved in writing. (Magazine will not be shipped if there are any outstanding invoices.)

 

 
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