Get Travel Advance/prepaid Expense Request

Completing the Travel Advance/Prepaid Expense Request form online can streamline the process of securing funds for your upcoming trip. This guide provides a step-by-step approach to ensure that users fill out the form correctly and efficiently.

Follow the steps to complete your request accurately.

1. Click ‘Get Form’ button to obtain the form and open it in your preferred editor.
2. Enter your trip number in the designated field labeled 'Trip #.' This information helps in identifying your specific travel request.
3. Fill in the 'Date' field with the date you complete this form. This ensures accurate record-keeping.
4. Provide your Banner ID number, which links your request to your profile within the system.
5. Under the 'Traveler' section, input your full name and contact information, including your phone number for any follow-up inquiries.
6. Specify your department and the start and end dates of your trip in their respective fields.
7. Indicate the destination of your trip and briefly describe the purpose of your travel.
8. Fill in the name and phone number of the contact person related to this trip, ensuring they can be reached for any necessary confirmations.
9. Complete the campus, building, and room number where you can be reached during your travel.
10. Answer whether any expenses for this trip will be covered by a third-party sponsor by selecting 'Yes' or 'No.' If yes, please provide the name and payment details.
11. Indicate the amount required for your expenses in the appropriate field.
12. Enter your address in the designated fields, ensuring that the information is complete and accurate.
13. Specify the date by which you require these funds to be paid.
14. You must certify that the prepaid expense and/or advance is necessary for your trip by providing your signature in the designated space.
15. Fill in the accounting section, which includes the fund title(s), fund/account numbers, and the amounts necessary for your request.
16. Ensure that the total amount requested matches the amounts listed in the accounting section.
17. Obtain the necessary approvals by having the department head, dean/director, and vice president sign and date the form.
18. Finally, you can save changes, download, print, or share the completed form as needed.

Make sure to complete your Travel Advance/Prepaid Expense Request online to streamline processing.