Get Employee Reimbursement Request - Jefferson

This guide provides a clear and supportive approach to completing the Employee Reimbursement Request - Jefferson form online. Follow the steps outlined to ensure your submission is accurate and complete.

Follow the steps to successfully complete your reimbursement request.

1. Click 'Get Form' button to obtain the form and open it in the editor.
2. Enter the month, date, and year for which the reimbursement request is being submitted.
3. Input your Employee ID number, a nine-digit identifier assigned to you.
4. Fill in your full name in the format of Last, First.
5. Specify your department and provide your campus address.
6. List your campus telephone number for contact purposes.
7. In the business purpose section, clearly state the reason for the expenditure.
8. Complete the description of expenditures section, attaching original receipts for all items. For each item, enter the date, vendor name, item(s) purchased, and the respective amount.
9. Certify that the expenses were incurred in the performance of your official duties by affirmatively completing the statement provided.
10. Fill out the departmental charge code section, ensuring not to cross legal entities.
11. If applicable, enter information in the optional product section.
12. Sign the form where indicated to certify accuracy and authorization for the transaction.
13. Obtain required approvals based on the expenditure amount, filling out the department finance and possibly the Office of Research Admin or CFO sections, including dates.
14. Fill in your name in the prepared by section.
15. Leave the accounts payable use only section blank as this will be completed by that department.
16. Finalize the form by confirming all information is accurate and ensure to save changes before submission.
17. You can download, print, or share the form as necessary after completing it.

Complete your Employee Reimbursement Request online today to ensure timely processing of your expenses.