Reimbursement Procedure

To request expense reimbursement, you will need to complete the Payment Authorization/Request Reimbursement Form.

  • Attach all receipts and supporting documents.
  • Include a brief description of what the expenditure was for.
  • List the product or service purchased with the amount.
  • Total the expenses
  • Complete the following if needed:
    • Total Amount Claimed from Above
    • Minus Advance Received
    • Reimbursement Claimed
    • Not claimed – Donate to PTA
    • Refund to PTA (Enclose Check)
  • Sign and Date the request form
  • Submit request to the PTA inbox (red tray in office)
  • Form will be reviewed by PTA Treasurer
  • Treasurer will present all reimbursement requests in the next PTA meeting.
  • All members must approve request for reimbursement.
  • When reimbursement request has been approved, authorization signatures from the President and Secretary are required.
  • Treasurer will issue the check payment to the recipient.
  • Treasurer will complete the treasurer section of the form.
  • Completed form will be filed for record purposes.
  • All classroom and field trip reimbursements must be turned in by 5/20/18.