Get Supply Reimbursement Form - Uc Berkeley School Of Optometry - Optometry Berkeley

Filling out the Supply Reimbursement Form is an essential process for obtaining reimbursement for eligible expenses related to your work at the UC Berkeley School of Optometry. This guide provides clear and detailed instructions to ensure a smooth completion of the form online.

Follow the steps to successfully complete your reimbursement request.

1. Click ‘Get Form’ button to access the Supply Reimbursement Form and open it in your preferred digital format.
2. In the 'Payee Information' section, you will need to enter your name, date, UCB Employee or Student ID number, work phone number, and Berkeley email address. Ensure that all information is accurate and up to date.
3. Next, move to the 'Type of Expense' section. Here, select one of the listed options that best describes your reimbursement request. If your expense does not fit the provided categories, indicate 'Other' and specify the nature of the expense.
4. Provide a detailed 'Item Description' of the supplies purchased and indicate the 'Amount' for each item. Use the 'Comments / Additional Information' field to add any relevant notes that may assist in the review process.
5. In the 'Fund Source Information' section, complete the required fields using speedchart and/or full chartstring information. Ensure that all entries are accurate to facilitate proper reimbursement.
6. In the 'Reason for Reimbursement' section, provide a clear explanation of how the purchased items benefit the School of Optometry or UC Berkeley. This helps in justifying the expense.
7. Sign and date the form in the 'Approvals' section, confirming that the expenses claimed were incurred officially. Additionally, obtain the signature from your Principal Investigator or Unit Head, along with their printed name and date.
8. Before submission, ensure that you have taped your original itemized receipts to an 8 ½” x 11” piece of paper. These should be one-sided pages only.
9. Finally, submit the completed Supply Reimbursement Form along with the attached documentation in the Reimbursement Box located in 360 Minor Hall.

Complete your reimbursement requests online today for a hassle-free experience.