Get Entertainment Payment/reimbursement Request (pdf)

Filling out the Entertainment Payment/Reimbursement Request form online can be straightforward if you follow the right steps. This guide provides a detailed walkthrough of each section to ensure you accurately complete the form for your entertainment expenses.

Follow the steps to effectively complete your reimbursement request.

1. Click ‘Get Form’ button to access the Entertainment Payment/Reimbursement Request document and open it in your preferred online editor.
2. Enter the request date in the designated field at the top of the form, ensuring the date reflects when the expense was incurred.
3. Fill in the preparer’s phone number, name, and email address. This information helps to identify who submitted the request.
4. Provide the appropriate Payee ID information based on your affiliation. This can include Employee ID for employees, Student ID for students, or SS#/Tax ID for individuals with no University affiliation.
5. Input the payee’s name and remittance address. This ensures that the reimbursement is sent to the correct recipient.
6. Fill in the Employee ID, Student ID, or Tax ID for the payee as applicable, along with their phone number and email.
7. Clearly state the business purpose of the event in the provided section, ensuring the explanation aligns with official campus business requirements.
8. Indicate the date and location of the event. This information validates the context of the incurred expenses.
9. Select the meal type provided during the event. Options include breakfast, lunch, dinner, or light refreshments.
10. Include a certification statement by the host, confirming that the expenses were for official University business. The host must sign and provide their name and title.
11. Specify the total amount of expenses incurred and indicate any other expenses such as room rental or audio/visual services, along with a detailed explanation.
12. Provide the number of participants and the cost per participant. Additionally, indicate whether alcohol was purchased during the event.
13. Fill in the account name and fund source for the reimbursement request.
14. Obtain an approval signature as required for the reimbursement. Make sure this is provided before submission.
15. Attach a participant list, ensuring that each individual's name and institution/organization is documented. If more space is needed, use a separate sheet.
16. Review all entered information for accuracy, then save your changes, download a copy, print it, or share the completed form as needed.

Complete your Entertainment Payment/Reimbursement Request online today to facilitate a smooth reimbursement process.