Get Purchase Order And Service Request Form. Purchase Order Form

Filling out the Purchase Order And Service Request Form is essential for requesting reimbursement for miscellaneous purchased items. This guide provides clear, step-by-step instructions to assist users in completing the form accurately and efficiently.

Follow the steps to complete the form successfully.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. In the 'Requested by' section, enter your full name to identify who is making the reimbursement request.
3. Fill in the 'Date' field with the current date when submitting the request.
4. In the 'PI' (Principal Investigator) section, provide the name of the principal investigator associated with the project.
5. Indicate the 'Funding Source' from which this reimbursement will be processed.
6. Complete your home address in the designated areas to ensure accurate correspondence.
7. Specify whether you are a UC employee by circling 'Yes' or 'No'.
8. Input the quantity of items purchased in the 'Qty.' field next to the respective item descriptions.
9. Provide your phone number for any necessary follow-up regarding the reimbursement.
10. Fill in your Social Security number, UC Employee ID, or UC Student ID as relevant for identification purposes.
11. In the 'Item Description' section, describe each item for which reimbursement is being requested.
12. State the cost per item in the 'Cost/Each' column.
13. Calculate and enter the total cost in the 'Total Cost' field for each item listed.
14. Sum all total costs to arrive at the 'Total Reimbursement Request' and fill in that amount.
15. Sign the form where indicated as 'REQUESTER’S SIGNATURE'.
16. Ensure an authorized person reviews and signs the form in the 'AUTHORIZED BY' section.
17. For internal use, leave 'Speedtype,' 'Account,' 'Fund,' 'Org,' 'Program,' 'Sub-Pgm,' 'PO #,' 'Project,' and 'Flex-Fld' fields blank for accounting personnel to fill out.
18. Once all information is complete, save your changes, download a copy for your records, print the form, or share it as necessary.

Complete your purchase order and service request form online today to ensure prompt processing.