Get Jones Lane Elementary School Pta Disbursement Request Form - Joneslanepta

Filling out the Jones Lane Elementary School PTA disbursement request form online can be a straightforward process if you follow the right steps. This guide is designed to assist users in accurately completing the form to ensure timely processing of their requests.

Follow the steps to successfully complete your disbursement request form.

1. Click the ‘Get Form’ button to access the form. This will open the disbursement request document for you to work with.
2. Begin by entering the date of the request in the designated field at the top of the form.
3. In the 'Payee' section, provide the full name of the individual or entity that will receive the payment.
4. Include the payee's telephone number in the corresponding field to facilitate any necessary communication.
5. Detail the event or committee for which the disbursement is being requested in the respective section.
6. Enter the name of the committee chair responsible for this request along with their telephone number or email address.
7. In the itemization section, add a description of each item or service being requested and the corresponding amount and code.
8. Calculate the total amount being requested and fill it in the total field.
9. If the check is payable to you, note that it will be placed in your school committee folder. If it is payable to a vendor, provide the vendor's mailing address.
10. Confirm that you have attached all necessary documentation, such as receipts or invoices, and review all entries for accuracy.
11. Sign and date the form in the signature section to indicate your approval of the request.
12. Place the completed form in the PTA treasurer folder and allow one week for processing.
13. It is advisable to produce one original and one copy of all vendor invoices for your records.
14. Finally, you can save any changes made to the form, download it for your files, print a copy, or share it as needed.

Proceed with filling out your documents online to ensure a smooth and efficient disbursement process.