Get Ad Hoc Payment Form Pdf - Pitzer College

Filling out the Ad Hoc Payment Form PDF is a crucial step for processing payments at Pitzer College. This guide provides a clear, step-by-step approach to ensure a smooth and efficient submission of your form.

Follow the steps to successfully complete the Ad Hoc Payment Form.

1. Click ‘Get Form’ button to obtain the Ad Hoc Payment Form PDF and open it for editing.
2. Under the 'College' section, enter 'Pitzer College'. This identifies the institution for which the payment is being processed.
3. Fill in the 'Payee Name' field with the full name of the individual or entity receiving the payment.
4. Select the appropriate 'Payee Type' by checking one of the following options: Employee, Student, or Other Ad Hoc Payee.
5. Provide the 'Payee Address' by filling in the required fields: Street Address, City, State, and Postal Code.
6. Choose the 'Payment Method' by marking either Check, ACH/Wire Transfer, or Hold for Pickup (only available for check payments).
7. If you selected ACH/Wire Transfer, complete the fields regarding Bank Name, Routing Number, Account Number, Account Name, and Bank Address (including City, State, and Postal Code).
8. Specify the 'Business Purpose' of the payment to clarify its reason.
9. If this is related to travel reimbursement, input the Date of Departure and Date of Return.
10. Complete the fields for Prepared By, which includes your name, extension, and date.
11. Fill in the 'Approved By' section with the name of the individual approving the payment.
12. Complete the 'Worktags' section as necessary, including optional fields for Invoice Number.
13. Specify the total amount requested for payment in the designated area, ensuring that the calculations are accurate.
14. If applicable, note any travel advance received and ensure that any necessary reimbursements are attached.
15. Attach any required documentation such as invoices or receipts to support your request.
16. After completing all sections, save your changes, and then you can download, print, or share the completed form as necessary.

Complete your document submissions online with ease by following these steps.