Check Request

Instructions:

1. Fill out completely with description of reimbursement and breakdown of expenses (missing info will delay payment). Attach one document/PDF file with copies of all receipts on that file attachment. If at all possible, please have expense items separated from personal/unrelated items you may have purchased in the same transaction. If this is not possible, please cross out personal/unrelated items on your receipt that are not a part of your submission. This will streamline the approval process.
2. Specify how the check should dispursed
3. A receipt of your submitted request will be emailed to you (keep for your records)

**You must click "save and continue" on the bottom of the form for successful submission**


GENERAL INFORMATION
Choose your check request category* Your first name Your last name

EXPENSE
Place of purchase, vendor name, or organization name What is this expense for? Expense amount Please separately list all items and their corresponding amount you are requesting reimbursement for here: Attach receipt(s) here: Compile multiple receipts into one PDF please

REQUEST APPROVAL
Please indicate which PTO member you are working with for this request* Teachers submitting for PIN money, please choose the PTO Treasurer Does your check request total a sum greater than $1000? (reset) YES NO If you answered YES, request a second PTO member (VP/President) to approve this request Requests with a total sum greater than $1000 require 2 board member approvals. Leave this blank if your request is less than $1000.

CHECK DISBURSEMENT
What is your preference for receipt of your check once approved?* Who should the check be made payable to? Please indicate mailing address, if that is your choice

READY TO SUBMIT?
Once you have completed all above sections, please scroll to the bottom of the page and click "I am finished with this form...", then click "save and continue". You will be given the option to submit on the following screen. If you are having difficulty completing this form, please scroll down to the bottom of the page and click "I am NOT finished with this form...", then click "save and continue". You can reach out to the PTO at info@sugartownpto.com for further assistance with processing the form once it is saved.

PTO EXECUTIVE BOARD PROCESSING
ALL REMAINING FIELDS TO BE COMPLETED BY PTO BOARD MEMBERS APPROVALS Approved by: Date of 1st approval 2nd Approval by: Date of 2nd approval (if needed) Account to be charged TREASURER Check number Date check issued Additional notes, if needed

Welcome to Sugartown Elementary PTO

Check Request