Get Replenishment Form

Filling out the Replenishment Form online is a straightforward process that ensures the proper reimbursement for study participants. This guide will provide precise instructions to help you complete the form effectively and efficiently.

Follow the steps to fill out the Replenishment Form online.

1. Press the ‘Get Form’ button to obtain the Replenishment Form and open it in your preferred online editor.
2. Begin by entering the Advance/Petty Cash Custodian Name in the designated field. This information identifies the individual responsible for managing the funds.
3. Retrieve the Transaction Number (TCN) necessary for processing your request. You can do this by clicking on the 'Click here for TCN' link.
4. Fill out the Yale IRB # field to confirm the institutional review board number associated with your study.
5. Include your Campus Address, making sure to provide an accurate location for correspondence.
6. Enter the Principal Investigator (PI) Name, as this person is pivotal to the study's operations.
7. Input the Study Participant Replenishment # (SPR #) to ensure accurate tracking of study participant funds.
8. Complete the Department and Phone field with relevant details to allow for any clarifications needed regarding this transaction.
9. Document the Study ID numbers or Names of Participants receiving funds in the 'Line No.' sections provided.
10. Fill in the Advance/Petty Cash Custodian Email to ensure electronic communication regarding the form.
11. Provide the Date by which you are submitting the form to keep a record of your request timeline.
12. Clearly denote the Amount of funds to be requested for reimbursement.
13. Identify the Project, Task, Award, and Expense Type by filling in the respective codes as instructed.
14. Calculate and document the Total Expenditures and the Amount to reduce advance/petty cash.
15. List the Amount Due From or Due To the Advance/Petty Cash on Hand before any reimbursements are made.
16. Ensure that the 'Received by' section includes the printed name, along with the Signature and Date of verification.
17. Finally, have the Advance/Petty Cash Custodian print their name, sign, and date the form to confirm accuracy and compliance.
18. Once completed, submit the Replenishment Form to Accounts Payable for check processing or to Treasury for cash replenishment.

Complete your Replenishment Form online today for a seamless reimbursement process.