Get Disbursement Request Form

Filling out the Disbursement Request Form online is a straightforward process that ensures your payment requests are processed efficiently. This guide will provide you with detailed instructions to complete each section of the form with ease.

Follow the steps to complete your Disbursement Request Form online.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Select the type of payment request you are making. Choose either 'Check Request' or 'Debit Card' by marking the appropriate checkbox.
3. In the 'Make Payment To' section, enter the name of the individual or organization to whom the payment is being made.
4. Indicate how you would like the payment to be handled by selecting either 'Return to Person Requesting' or 'Mail to Vendor'.
5. Fill in the 'Date payment is needed' field with the date by which the payment must be processed.
6. Provide the 'Vendor address' where the payment should be sent or where the service was provided.
7. If applicable, identify who the request has been 'Approved by' and include the date when the approval was granted in the respective fields.
8. Document the 'Check #' if a check request is being made. Leave this field blank if a debit card is selected.
9. If applicable, select the option to 'Use address on invoice' if the vendor address matches the one provided on the invoice.
10. Attach any relevant 'Invoice, Receipt, or Other Back-Up Documentation' that supports your payment request.
11. Fill in the 'Date of Purchase' to indicate when the expense was made.
12. Select the appropriate 'Expense Account' by indicating the account that corresponds to the expense being reimbursed.
13. Provide a brief description in the 'Details' section to clarify the purpose of the expense.
14. Enter the 'Amount' requested for reimbursement.
15. Calculate the 'Total Requested' amount by ensuring all expenses are accurately totaled.
16. After completing all necessary fields, be sure to save changes, download, print, or share the form as needed.

Complete your Disbursement Request Form online today to ensure timely payment processing.