Get Payment Request Form - Florida Atlantic University

Filling out the Payment Request Form at Florida Atlantic University can seem daunting. This guide provides clear, step-by-step instructions to help you successfully complete the form online, ensuring a smooth payment process.

Follow the steps to properly complete the payment request form.

1. Click ‘Get Form’ button to access the payment request form and open it for completion.
2. Enter the payee's full name in the designated field to identify the person receiving the payment.
3. Input the payee’s Z number, which is necessary for the university’s record-keeping. Ensure accuracy to prevent delays.
4. Fill in the department name associated with the payment request to provide context for the transaction.
5. Complete the address section, including street address, city, state, and zip code, ensuring all components are correct and current.
6. Attach original receipts for items that amount to $1.00 or more on a separate sheet, as these are required for reimbursement.
7. In the index field, specify the relevant account index for the transaction to ensure proper accounting.
8. Provide the account code that corresponds to the payee’s transaction, which is vital for financial tracking.
9. Include a brief description of the purpose of the payment to clarify what the funds will be used for.
10. Input the total amount requested, being careful to confirm that this matches the attached receipts.
11. Sign and date the form in the preparer's signature section to certify the accuracy of the payment request.
12. Ensure an authorized individual signs in the authorized signature section, along with their title and date.
13. If applicable, include any additional contacts or details in the extension fields.
14. Confirm receipt of the payment request, which finalizes the document. This section may be filled out by an authorized receiver.
15. Once all fields are completed and verified, save changes, and download, print, or share the form as needed.

Begin completing your payment request form online today to ensure timely processing and reimbursement.