Get No: Date: Troy University Foundation Www.troy.edu ...

Filling out the check request form for Troy University Foundation is essential for processing financial transactions efficiently. This guide will walk you through each component of the form to ensure accurate and timely submission.

Follow the steps to complete the check request form accurately.

1. Press the ‘Get Form’ button to obtain the check request form and open it for editing.
2. In the 'DATE' field, enter the current date of the request. This helps track the timeline of the request.
3. Next, provide the 'FUND NAME' which identifies the specific fund being accessed for this request. Be precise to avoid confusion.
4. Fill in the 'FUND NO' to link this request to the appropriate funding source. This number is crucial for tracking and processing.
5. Enter the 'REQUEST NO' which is often assigned by the system or organization to register this request uniquely.
6. Complete the 'PAYEE/VENDOR NAME AND ADDRESS' section. This is essential for directing the check to the correct recipient. Ensure that the home address for individual payees is accurate.
7. Input the 'DATATEL VENDOR NUMBER' in the specified field as this information is required for processing the payment.
8. If different, specify where the 'MAIL CHECK TO' should be sent, ensuring that it reaches the correct location.
9. In the 'PAYEE IS' section, mark at least one option that applies to the payee. Choose from options like 'Troy Student', 'Non-Resident Alien', or 'Troy Employee'.
10. Include 'PAYEE'S SUPERVISOR' information if the payee is a Troy employee, as this approval may be necessary for processing.
11. Provide a detailed 'DESCRIPTION OF EXPENSES', clearly outlining what the funds will be used for.
12. Input the 'TOTAL $' which is the total sum being requested. Ensure that this amount is accurate to avoid delays.
13. Draft an 'EXPLANATION OF HOW EXPENDITURE FITS FUND PURPOSE'. This justification is required for processing and helps ascertain the validity of the request.
14. Read and complete the 'PAYEE CERTIFICATION FOR ADVANCEMENT OR REIMBURSEMENT OF EXPENSES'. By signing, you certify the truthfulness of the expenses incurred.
15. After filling out all sections, gather any supporting documentation needed, such as receipts or proof of purpose.
16. Finally, save your changes, download the completed form, and print it for your records. Ensure that the form is sent to Foundation Accounting Services for processing.

Complete your check request form online today to facilitate prompt processing of your expenses.