Get Check Request For Reimbursement

Filling out the Check Request For Reimbursement form is an essential step for obtaining reimbursement for expenses related to your committee or event. This guide provides a detailed, step-by-step approach to ensure that your request is completed accurately and submitted correctly.

Follow the steps to complete your reimbursement request efficiently.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin by entering your name in the designated field. This identifies you as the requester of the reimbursement.
3. Provide your phone number in the appropriate section. This allows the PTO to contact you if needed.
4. Select the committee or event related to the reimbursement from the dropdown menu or type it in.
5. Enter the date you are submitting the form in the 'Date Submitted' field. This records when the request is made.
6. Indicate the date you need the check by in the 'Date Check Needed' section to ensure timely processing.
7. Clearly state the reason for your reimbursement in the respective field. Be as detailed as possible to facilitate approval.
8. If the expenses were included in the annual budget, check the corresponding box. If not, you will need to obtain prior approval.
9. If applicable, provide the date of PTO meeting in which your expenses were approved in the area labeled 'Approved at a PTO Meeting.'
10. Obtain the necessary approval by entering the name of the Committee Chair or PTO President in the approval section.
11. Determine the name of the person or entity the check should be payable to and fill in this field.
12. Enter the total amount you are requesting reimbursement for. Be precise to avoid delays.
13. Fill in the full address of the payee to ensure the check is sent to the correct location.
14. Remember to attach original receipts for your expenses. Organize them neatly on a blank sheet of paper, taping them down as required.
15. Indicate how you prefer to receive the check, either 'Mail Check to Payee' or 'Via (oldest child and teacher).'
16. If any expenses exceed what was budgeted, ensure that you have prior approval from the PTO Board before submission.
17. Review all entries for accuracy and completeness before submitting. Make sure to follow any final instructions provided.
18. After ensuring the form is complete, you can save changes, download, print, or share the form as needed.

Complete your Check Request For Reimbursement online today and ensure you're reimbursed promptly.