Get Expenditure Request Form

Filling out the Expenditure Request Form online can streamline your request process. This guide will provide clear and supportive instructions to help you complete each section effectively.

Follow the steps to successfully complete your expenditure request.

1. Press the ‘Get Form’ button to retrieve the expenditure request form and open it in your online editor.
2. Begin by entering the date in the designated field. This should reflect the date you are submitting the request.
3. In the 'Group or dept. name' section, input the name of your group or department as applicable.
4. Fill out the payment details by indicating who the check or purchase order should be made payable to by providing their name and address. Ensure all address fields are filled out accurately, including city, state, and zip code.
5. Enter the total amount you are requesting in the 'Amount Requested' field. This should represent the total expenses incurred.
6. Select how you would like to receive the check by choosing one of the provided options: pick up at accounting, send via U.S. mail, send via campus mail, or specify another method.
7. Indicate your telephone number in the field provided to ensure they can reach you if necessary.
8. Specify what type of expense this is by selecting one from the options available, such as reimbursement, personal service performed, payment with invoice, or purchase order.
9. Explain the purpose of your request in the allocated space, providing details about the program and any specific justification needed.
10. Fill in the relevant account number, fund number, department number, project number, and contact person name as required.
11. Ensure that the current designated advisor signs in the required signature section, and provide their contact email and phone number.
12. Review all entries for accuracy and completeness before submitting the form.
13. Once completed, save your changes, and choose to download, print, or share the form as needed.

Complete your expenditure request form online today to ensure efficient processing of your request.