Reimbursement Form/Payment Request Form

Discuss questions around local unit policies for budgeting, reconciling, etc. This forum should not contain specific financial or membership information.
westonmcrapo
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Reimbursement Form/Payment Request Form

Postby westonmcrapo » Sun Jan 11, 2015 10:12 pm

I have watched and read the training on expenditures and it talks about a form to fill out and attach to expenses but I don't know where to find this form. Does the church have a form like they talk about? If so, where can we order them?
https://www.lds.org/help/support/handli ... s?lang=eng

westonmcrapo
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Re: Reimbursement Form/Payment Request Form

Postby westonmcrapo » Sun Jan 11, 2015 10:24 pm

If anyone has a template you are willing to share, that would be great! Thanks

russellhltn
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Re: Reimbursement Form/Payment Request Form

Postby russellhltn » Sun Jan 11, 2015 10:27 pm

"There are no standard forms for requesting reimbursement."

But you can find some generic samples here to use or adapt.
Have you searched the Wiki?
Try using a Google search by adding "site:tech.lds.org/wiki" to the search criteria.

davesudweeks
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Re: Reimbursement Form/Payment Request Form

Postby davesudweeks » Mon Jan 12, 2015 11:43 am

As another option, you also may check with your Stake Clerk. I have been in Stakes where the Stake provides a form for each ward that they want the ward to use. Normally this is for ease and consistency during the Stake Financial audits (this same stake also prescribed a single filing plan for all the wards to follow).

jirp
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Re: Reimbursement Form/Payment Request Form

Postby jirp » Tue Jan 13, 2015 12:40 am

Here are ours. The open office version and the pdf version. In the open office version the check box with the check in the lower left corner is there so it can be cut and pasted up without going and finding it. The rest is a simple matter of typing. The .pdf form version is more recent but easier for an inexperienced user to use.
Attachments
ReimbursementForm.odt
(18.31 KiB) Downloaded 932 times
ReimbursementForm.pdf
(245.83 KiB) Downloaded 1406 times

jirp
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Re: Reimbursement Form/Payment Request Form

Postby jirp » Tue Jan 13, 2015 12:42 am

PS we also keep the paper ones in a tray in the office so people can pick them up there too. I have 2 users who fill it in on the computer and print it. The rest are still manually filling the paper in.

jboyce50
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Re: Reimbursement Form/Payment Request Form

Postby jboyce50 » Sun Jan 18, 2015 11:49 pm

Attached are Forms that I have used in both the Ward and Stake Reimbursement process. This is set up to be a 'front and back page' form with the Stake differing a little on the Categories.

Hope it can be of help.

I send the forms to all Stake Auxiliiary presidents and keep copies in the Stake and the Ward clerk's office.
Attachments
Ward Expense Form.docx
(19.93 KiB) Downloaded 813 times
Stake Expense Form.docx
(20.34 KiB) Downloaded 374 times

adoga
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Location: Kentucky, United States

Re: Reimbursement Form/Payment Request Form

Postby adoga » Thu Apr 09, 2015 5:58 pm

Here is ours for the Stake, we love it. The PDF is fillable. If you wish to use it, you'll need a pdf editor to change the stake info on it. Otherwise, just use the WORD version attached.
Attachments
Lexington KY North Stake Reimbursement Form 042015.docx
(18.11 KiB) Downloaded 270 times
Lexington KY North Stake Reimbursement Form 042015.pdf
(93.09 KiB) Downloaded 501 times

pblackrph
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Re: Reimbursement Form/Payment Request Form

Postby pblackrph » Wed May 06, 2015 5:25 pm

We use this form and print it on an envelope. It has worked great for us because they can put the receipts in the envelope and everything is together.
Attachments
Request for Reimbursment.odt
(11.68 KiB) Downloaded 508 times

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sbradshaw
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Re: Reimbursement Form/Payment Request Form

Postby sbradshaw » Wed May 06, 2015 8:55 pm

pblackrph wrote:We use this form and print it on an envelope. It has worked great for us because they can put the receipts in the envelope and everything is together.

That's a great idea for keeping things organized – I'm going to see about using an envelope form in our stake!
Samuel Bradshaw • Interested in church apps and sites, creative recordkeeping, clerk support, YSA wards and stakes, LDS music, Vineyard at BYU, and online service.


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