Reimbursement Form/Payment Request Form

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westonmcrapo
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Reimbursement Form/Payment Request Form

#1

Post 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
westonmcrapo
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Re: Reimbursement Form/Payment Request Form

#2

Post by westonmcrapo »

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

#3

Post by russellhltn »

"There are no standard forms for requesting reimbursement."

But you can find some generic samples here to use or adapt.
Have you searched the Help Center? Try doing a Google search and adding "site:churchofjesuschrist.org/help" to the search criteria.

So we can better help you, please edit your Profile to include your general location.
davesudweeks
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Re: Reimbursement Form/Payment Request Form

#4

Post 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).
jirp
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Location: Greybull WY

Re: Reimbursement Form/Payment Request Form

#5

Post 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.
Attachments
ReimbursementForm.odt
(18.31 KiB) Downloaded 3994 times
ReimbursementForm.pdf
(245.83 KiB) Downloaded 5401 times
jirp
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Location: Greybull WY

Re: Reimbursement Form/Payment Request Form

#6

Post 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.
jboyce50
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Re: Reimbursement Form/Payment Request Form

#7

Post 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.
Attachments
Ward Expense Form.docx
(19.93 KiB) Downloaded 3116 times
Stake Expense Form.docx
(20.34 KiB) Downloaded 1062 times
adoga
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Location: Kentucky, United States

Re: Reimbursement Form/Payment Request Form

#8

Post 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.
Attachments
Lexington KY North Stake Reimbursement Form 042015.docx
(18.11 KiB) Downloaded 945 times
Lexington KY North Stake Reimbursement Form 042015.pdf
(93.09 KiB) Downloaded 1169 times
pblackrph
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Re: Reimbursement Form/Payment Request Form

#9

Post 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.
Attachments
Request for Reimbursment.odt
(11.68 KiB) Downloaded 2003 times
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sbradshaw
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Re: Reimbursement Form/Payment Request Form

#10

Post 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!
Samuel Bradshaw • If you desire to serve God, you are called to the work.
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