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Reimbursement Form/Payment Request Form

Posted: Sun Jan 11, 2015 10:12 pm
by westonmcrapo
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

Re: Reimbursement Form/Payment Request Form

Posted: Sun Jan 11, 2015 10:24 pm
by westonmcrapo
If anyone has a template you are willing to share, that would be great! Thanks

Re: Reimbursement Form/Payment Request Form

Posted: Sun Jan 11, 2015 10:27 pm
by russellhltn
"There are no standard forms for requesting reimbursement."

But you can find some generic samples here to use or adapt.

Re: Reimbursement Form/Payment Request Form

Posted: Mon Jan 12, 2015 11:43 am
by davesudweeks
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).

Re: Reimbursement Form/Payment Request Form

Posted: Tue Jan 13, 2015 12:40 am
by jirp
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.

Re: Reimbursement Form/Payment Request Form

Posted: Tue Jan 13, 2015 12:42 am
by jirp
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.

Re: Reimbursement Form/Payment Request Form

Posted: Sun Jan 18, 2015 11:49 pm
by jboyce50
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.

Re: Reimbursement Form/Payment Request Form

Posted: Thu Apr 09, 2015 5:58 pm
by adoga
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.

Re: Reimbursement Form/Payment Request Form

Posted: Wed May 06, 2015 5:25 pm
by pblackrph
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.

Re: Reimbursement Form/Payment Request Form

Posted: Wed May 06, 2015 8:55 pm
by sbradshaw
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!