Get (state Or Grant Funds Only)

Filling out the (STATE OR GRANT FUNDS ONLY) form is essential for claiming reimbursement for business meals charged to specific state or grant accounts. This guide provides a clear, step-by-step approach to ensure you complete the form accurately.

Follow the steps to complete your reimbursement request effectively.

1. Click ‘Get Form’ button to obtain the form and open it in your preferred editor.
2. Enter today’s date in the designated field. This helps document when the reimbursement request is made.
3. Fill in your employee name as it appears in the University records. This is necessary for identification purposes.
4. Record the event date, which is the date when the business meal took place, ensuring accuracy in your records.
5. Input your Banner ID #. This unique identifier helps the University process your reimbursement correctly.
6. Specify the event location where the meal occurred, which is important for verifying the context of the business discussion.
7. List the amount of reimbursement you are claiming. Be sure this matches the documented expenses.
8. Provide an itemized list of people involved in the business meal. If more than ten, include a group title and the number of attendees.
9. Detail the affiliation of those involved, which helps clarify the professional relationship necessary for the business discussion.
10. Describe the event and state the business purpose clearly, as this documentation is crucial for compliance with reimbursement policies.
11. Ensure all claims for reimbursement are signed. Attach your completed form to a Direct Pay Form and include original receipts.
12. Submit the completed documents to the University Accounting Office at Stop 8219 for processing.

Complete your documents online to ensure a smooth reimbursement process.