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Somerset Elementary School PTA Expense Reimbursement and/or Check Request Form prepared by (Please print): Phone #: Email: Date Prepared: Expenses: Date Description of Expenses Amount Total Cost Center
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How to fill out pta check request reimbursement
How to fill out PTA check request reimbursement:
01
Gather necessary documents: Start by collecting all the required documents for the reimbursement process. This may include receipts, invoices, and any other supporting documents that validate the expenses.
02
Obtain the PTA check request form: Contact your local PTA or school administration to obtain the specific check request form. This form is usually provided by the PTA treasurer or finance department.
03
Fill out personal information: Begin by entering your personal information on the form. This may include your name, contact details, and PTA membership status.
04
Provide expense details: In the designated sections of the form, carefully record the details of the expenses for which you are seeking reimbursement. Include the date, description of the expense, the amount spent, and any accompanying documentation such as receipts or invoices.
05
Sign and date the form: Ensure that you sign and date the check request form before submitting it. Your signature verifies that the information provided is accurate and that you agree to comply with any applicable reimbursement policies.
06
Submit the form: Once the form is completed, return it to the appropriate PTA representative or finance department. Follow their instructions on where and how to submit the reimbursement request.
Who needs PTA check request reimbursement:
01
PTA members: Individuals who are members of their local Parent-Teacher Association may be eligible to request reimbursement for expenses incurred on behalf of the PTA. This includes teachers, administrators, and parents who actively participate in PTA activities.
02
Volunteers: Anyone who volunteers their time and resources for PTA-related events or projects may need to seek reimbursement for approved expenses. This could include purchasing supplies, organizing fundraisers, or attending PTA meetings.
03
Approved individuals: The PTA may have specific guidelines on who is eligible to request reimbursement. It is important to refer to the PTA's policies and procedures to determine if you meet the criteria for reimbursement.
Remember, it is always advisable to consult your local PTA or school administration for specific instructions and guidelines regarding the proper process of filling out the PTA check request reimbursement form.
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