Get Pta Check Request Form 5 2011 - Casis Elementary

Filling out the PTA check request form accurately ensures timely reimbursement for your expenses. This guide will provide clear, step-by-step instructions to help you complete the PTA Check Request Form 5 2011 for Casis Elementary effectively.

Follow the steps to successfully fill out the form online.

1. Click ‘Get Form’ button to access the PTA Check Request Form and prepare it for completion.
2. In the 'Requested by' section, provide your name, email address, and phone number clearly. This information is essential for any follow-up regarding your request.
3. Indicate the name of the individual or entity the check should be payable to in the 'Check Payable To' field.
4. Fill in the 'Invoice Date' and 'Vendor' fields with the appropriate details related to the expense.
5. In the 'Brief Description of Expense' section, briefly summarize what the funds are being requested for, ensuring to keep it concise yet informative.
6. Enter the amount being requested in the 'Amount' field, ensuring that it matches the attached receipts.
7. Specify the 'Budget Account' associated with the expenses. If you are unsure, consult your Committee Chair or Vice President for guidance.
8. Calculate the total amount requested and enter it in the 'TOTAL $' field at the bottom of the form.
9. Two signatures are required: first, sign in the 'Requestor’s Signature' field and record the date. Second, have the Vice President or President approve by signing in their designated area and adding the date.
10. Complete the 'Check should be sent to' section by providing the recipient's name, address, city, state, zip code, and phone number. This ensures that the check is sent to the correct location.
11. After filling out all required fields and ensuring the attached receipts meet guidelines, proceed to save the changes, download, print, or share the completed form as needed.

Complete your PTA Check Request Form online to ensure a swift and accurate reimbursement process.