Get Foundation Check Request Lsu

Filling out the Foundation Check Request Lsu is an essential process for managing financial transactions effectively. This guide provides a clear and detailed walkthrough of each section of the form to ensure that users can complete it accurately and efficiently.

Follow the steps to complete the Foundation Check Request Lsu online

1. Press the ‘Get Form’ button to obtain the Foundation Check Request Lsu form and open it in your preferred editor.
2. Fill in the date of the request at the top of the form. This date represents when the request is being submitted.
3. Indicate the bank to issue the check. It should be set to Chase Bank, LSU Foundation (0002).
4. Provide the name of the department requesting the funds in the designated field.
5. Fill in the contact person's name along with their phone number in the appropriate fields. This person will be contacted for any questions regarding the request.
6. Enter a unique document number, ensuring it does not exceed 16 characters, and that it is memorable for your records.
7. Fill out the payee's name, which is the individual or organization receiving the funds.
8. Specify the amount of money requested in the document amount field.
9. Complete the payee's address, including city, state, and ZIP code, to facilitate accurate delivery of the funds. You must also indicate if the payee is a U.S. citizen by marking 'Yes' or 'No.' If 'No,' provide the country of citizenship.
10. In the description/purpose of expense section, detail the reason for the request, offering clarity on what the funds will be used for.
11. If the request is related to travel or entertainment expenses, provide documentation as required. Enter the date of the expenses, location, individuals entertained with their titles and relationships to the program, detailed description of the expense, and the business purpose.
12. The designated dean or director must certify with their signature that the funds are being used correctly in accordance with donor terms along with LSU Foundation policies. Include the authorized signatory and the date of approval.
13. For any additional accounting details such as vendor number or social security number, account numbers, and any special handling notes, make sure to fill these in accurately to avoid any delays.
14. Once all sections of the form are complete, review the information for accuracy, save any changes made, and download or print the completed form for your records and submission.

Complete your documents online to ensure a smooth financial process.