Get Requisition Form - Loyola Marymount University

Filling out the Requisition Form is an essential task for requesting payments at Loyola Marymount University. This guide provides a clear, step-by-step approach to help you complete the form accurately and efficiently online.

Follow the steps to complete the Requisition Form.

1. Press the ‘Get Form’ button to access the form and open it.
2. Begin by entering the date in the designated field at the top of the form. This timestamp is important for processing purposes.
3. Input the account number in the 'Acct. No.' field. This number identifies the financial account being used for the transaction.
4. Specify the method of payment by selecting one of the options: 'By Check,' 'By Cash,' or 'By Electronic Transfer.' Provide necessary details as required for the chosen payment type.
5. For payee details, include the name and address of the payee in the respective sections. If the payee is an individual or organization, make sure to provide their Tax ID.
6. Indicate if the payment is an interdepartmental charge by checking the appropriate box. Fill in the credit account number that will be charged.
7. Choose the category of the payee by selecting from the options provided, such as 'LMU Student,' 'Employee,' or 'Other.' This helps in identifying the type of request being made.
8. Describe the detailed business purpose of the payment in the provided space. This should explain why the payment is being requested.
9. Complete the total amount requested in the designated field. This should reflect the accurate sum for payment.
10. Sign and print your name in the 'Requested by' section, and ensure an authorized individual signs in the 'Approved by' section.
11. After all fields are filled, you can save the changes, download the form, print it out, or share it as needed. Remember to send the original form along with a copy to the appropriate department for processing.

Complete your Requisition Form online today and streamline your payment requests.