Get Ca Pta Payment Authorization/request For Reimbursement 2011

Understanding how to properly fill out the CA PTA Payment Authorization/Request for Reimbursement form is essential for ensuring timely reimbursements. This guide will help you navigate each section of the form efficiently and accurately, making the process smoother for everyone involved.

Follow the steps to complete your reimbursement request

1. Press the ‘Get Form’ button to access the document and open it in the online editor.
2. Begin filling out the form by entering your name in the designated field at the top. Make sure to provide your full name for accurate identification.
3. Identify your PTA position and input it into the respective section. This clarifies your role within the PTA and validates the reimbursement request.
4. Fill in your address, ensuring that you include your street, city, and zip code. This information allows for proper correspondence.
5. Provide your telephone number and email address in the appropriate fields for any necessary communication.
6. Indicate the purpose of the expenditure in the section labeled 'Expenditure was for.' Be specific to facilitate a better understanding of your request.
7. List all individual expenditures, entering the amount for each item in the space provided. Make sure your entries are clear and accurate.
8. Calculate the 'Total Expense' by summing all listed expenditures. Enter this total in the appropriate box.
9. Next, enter the 'Total Amount Claimed From Above' which should match your 'Total Expense' amount.
10. Subtract any advance received from the total amount claimed, and record this figure under 'Minus Advance Received.'
11. The final reimbursement claimed should now be visible. Double-check that all calculations are correct.
12. If applicable, indicate any amount you wish to donate to the PTA and record this under 'Not claimed – donate to PTA.'
13. If you are enclosing a check, indicate the amount to be refunded to the PTA in the section labeled 'Refund to PTA.'
14. Sign and date the form at the bottom to validate your request legally.
15. For the PTA treasurer's section, ensure they fill out the required fields post-submission for processing.
16. Once completed, save your changes, and choose to either download, print, or share the form as necessary.

Complete your CA PTA Payment Authorization/Request for Reimbursement online today for quick and efficient processing.