Get Ca Pta Payment Authorization/request For Reimbursement 2018-2025

The CA PTA Payment Authorization/Request for Reimbursement form is an essential document for users seeking to claim expenses associated with PTA activities. This guide provides step-by-step instructions to help streamline the process of filling out this form online.

Follow the steps to complete your reimbursement request successfully.

1. Click the ‘Get Form’ button to access the online form and open it in your chosen editor.
2. In the first section, enter the name of the payee. This should be the individual or organization that incurred the expenses.
3. Fill in your PTA position title. This helps to identify your role within the organization.
4. Provide the address, including city and zip code, to establish your contact details.
5. Input your telephone number and email address for easier communication regarding your request.
6. Specify the purpose of the expenditure in the designated area. Be clear and concise about what the expenses relate to.
7. List each expenditure in the provided fields. Make sure to enter the amounts accurately.
8. Calculate the total expenses incurred and enter this amount in the designated section.
9. Indicate the total amount you are claiming based on the listed expenditures.
10. If you received any advance, enter that amount in the appropriate field.
11. Compute your total reimbursement claim by subtracting the advance from the total amount claimed.
12. If applicable, indicate any donations to the PTA or refunds that will be enclosed by marking the appropriate section.
13. Sign and date the form to confirm its accuracy and your request.
14. Obtain the signature of the VP or chairman for the program or event to authorize the request.
15. Complete the sections intended for PTA treasurer use, ensuring membership approval and any necessary signatures are obtained.
16. Once you have filled out the form completely and accurately, you can save your changes, download, print, or share the form as needed.

Start completing your CA PTA Payment Authorization/Request for Reimbursement form online today!