Check Request Form

Discuss where to obtain or how to fill out specific reports or forms.
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JamesAmI-p40
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Joined: Sun Mar 16, 2008 1:05 pm

Check Request Form

#1

Post by JamesAmI-p40 »

When leaders request reimbursement, we have them fill this out and attach their receipt to the back.
Or we usually fill it out for fast offering dispersement.
After the check is written, we attach the check stub to the front so everything is filed together. It also helps us ensure everything was authorized.

But, did we overlook an official form for this?
Is there a better way?

You may need to adjust the budget categories to match your unit.
It was created in open office. The Word .doc may need some tweaking.
Attachments
check-request-form.odt
(15.88 KiB) Downloaded 750 times
check-request-form.pdf
(55.88 KiB) Downloaded 1876 times
check-request-form.doc.zip
(11.65 KiB) Downloaded 538 times
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Mikerowaved
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Location: Layton, UT

#2

Post by Mikerowaved »

As far as I know, each Ward makes their own. Yours has most of the same information that we use, just organized a little differently.
So we can better help you, please edit your Profile to include your general location.
JasonG-p40
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Location: Pampa, Tx

#3

Post by JasonG-p40 »

Mikerowaved wrote:As far as I know, each Ward makes their own. Yours has most of the same information that we use, just organized a little differently.
I think you're right there. I know the form that we made was completely different from the one attached there. Mostly the same info, just a totally different layout.
Jason D. Griffith
Pampa Ward, Amarillo Stake (Texas)
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opee
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Joined: Mon Jun 25, 2007 3:00 am
Location: Morgan Hill, CA

Another sample

#4

Post by opee »

As the others have said, there is no official form. Here is another sample--not as detailed as the first example.
Ward Reimbursement Request.doc
(39 KiB) Downloaded 633 times
Ward Reimbursement Request.pdf
(26.76 KiB) Downloaded 723 times
1historian-p40
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Location: North Higlhands, California

expence request form

#5

Post by 1historian-p40 »

In the MLS training for Church expenditures it says that each ward makes a form that fits their wards needs.
We used the one the training video, but use what ever form the bishop is comfortable with. We also found that when providing a Fast Offering check it was a good idea to have the recipient sign a receipt with the amount of the check on it. In the case of rent assistance we would have a letter requesting a receipt and a stamped bishops envelope for them to return the receipt to us. It helps verify the expense for the auditor.
jbh001
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Location: Las Vegas, NV

#6

Post by jbh001 »

When I designed the form for our ward, I purposely put enough space at the top so the the check stub could be stapled to the front of the form. That way when the stake clerk comes by for the audit, the whole form is easier to verify at a glance.
Attachments
2007.05.TahlequahWardExpenseAuthorizationForm.pdf
(30.14 KiB) Downloaded 685 times
ExpenseAuthorizationForm.doc
(26 KiB) Downloaded 505 times
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cottrells
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Examples of requests used in a stake

#7

Post by cottrells »

Here are copies of the forms that we use for stake officers. We felt it was an opportunity to remind people of the principles and guidelines of using the local unit budget allowance. We have two forms 1) for advances 2) for reimbursements
Attachments
BudgetAdvance.pdf
(16.89 KiB) Downloaded 499 times
Reimbursement.pdf
(17.06 KiB) Downloaded 605 times
pete_arnett-p40
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Location: Sunny South Florida, USA

Example of requests used in a Ward

#8

Post by pete_arnett-p40 »

Attached is the form we use at the Ward level
which with only a minor change it is used by the Stake
Attachments
WardReimbursementForm-2004-01-16.doc
(35.5 KiB) Downloaded 607 times
:cool: Your Fellow Servant,
Porter (Pete) Lee Arnett Jr.
USA
jbh001
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Joined: Thu Mar 13, 2008 6:17 pm
Location: Las Vegas, NV

Redesigned Check Request Form

#9

Post by jbh001 »

I was dissatisfied with the layout of the previous form I had designed, and so I changed the layout of the the form hoping it to making it look more like filling out a check.
Attachments
Tahlequah Ward Expense Authorization.doc
(30 KiB) Downloaded 652 times
Tahlequah Ward Expense Authorization.odt
(12.14 KiB) Downloaded 308 times
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