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How to complete your financial statement

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FAQ

  • FAQs on the Funding & Tenders Portal

The financial statement contains three fields

  1. Financial information from contract

    "No contribution requested" is information coming from the signed grant, so this field is read-only.

  2. Financial statements

    The financial statement (each period has one financial statement) for the current periodic report is displayed here. This is also a read-only field.

  3. Financial statement for the selected period

    The detailed costs of the selected financial statement are visible here and all fields are read-only.

    (warning) Please note that: 

    • By clicking on the Number of Units in the Financial Statement, a pop-up window now opens and displays details of how that number is calculated based on the suspension periods.

Cost categories 

Source

The source document describing the costs is the Model Grant Agreement for Marie Skłodowska-Curie Individual Fellowships on the Funding & Tenders Portal. 

  • The different cost categories are described in article 6 of the Model Grant Agreement.
  • The criteria for eligible costs are described in article 6.1 of the Model Grant Agreement.
  • The template for the financial statement for beneficiaries for a reporting period can be found in the Annex 4 of the Model Grant Agreement. 

Principles

  • All costs in the financial statement are read-only. Beneficiaries can only edit data concerning : 

1. Requested EU contribution

      • The requested EU contribution may be changed only if the proposed amount is different from the expected Grant Agreement amount. In this case, it is advisable to first consult with the responsible Project Officer before making any change.   
      • Click to change the requested contribution, which will make the field editable (The standard amount proposed is the same as the maximum EU contribution, but the Grant Agreement specifies the fact that the EU contribution needs to be requested). 

      • Confirm that you want to change the requested EU contribution

      • Edit the field

2. EU/Euratom operating grants
Beneficiaries should indicate whether they received an EU/Euratom operating grant during this reporting period and complete how many of the person-months were incurred during the period covered by the operating grant.