Get Downloadable Check Request Form

This guide provides step-by-step instructions for completing the Downloadable Check Request Form online. By following these directions, users will ensure their requests for reimbursement are accurate and complete.

Follow the steps to successfully complete your check request form.

1. Click ‘Get Form’ button to obtain the form and open it for editing.
2. Fill in the date in the designated field at the top of the form. This should reflect the day you are submitting the request.
3. Provide your phone number in the appropriate field to ensure you can be contacted if there are any questions regarding your request.
4. In the 'Request Submitted by' field, enter your name. This identifies who is making the request.
5. Specify the payee in the 'Check payable to' field. This should be the name of the person or organization receiving the funds.
6. Complete the address section with the payee’s full mailing address. This is necessary for delivering the check correctly.
7. Indicate the reason for the expenditure in the relevant section. Be brief yet informative to justify your request.
8. State the amount requested in the designated field. Ensure this matches the expenses you are seeking reimbursement for.
9. Specify the date by which the check is needed. This helps prioritize your request during processing.
10. Select one of the checkbox options for how you would like the check to be delivered: mailed, sent via backpack, or placed in the main office staff mailbox.
11. Ensure that the form is approved by both the PTO Treasurer and the Principal in their respective fields before submission.
12. Attach original receipts or suitable documentation to support your reimbursement request, as this is a requirement for processing.
13. Review all information filled out in the form for accuracy. Once satisfied, save your changes, then download, print, or share the form as needed.

Complete your check request form online today to ensure timely processing.