2024-2025 PTA Funds Request Form

PTA Funds Request Form


Woodrow Wilson HS PTA Funds Request Form
USE THIS FORM FOR 1 - Personal reimbursement requests 2 - Requests for purchase via PTA debit card or check REIMBURSEMENT REQUESTS MUST BE SUBMITTED WITHIN 30 DAYS OF PURCHASE TAXES CANNOT BE REIMBURSED. IF YOU NEED OUR W9 TO PROVE TAX EXEMPTION STATUS, CLICK HERE.

General Information
Name of Person Submitting Form Who or what is receiving the funds? (Person needing to be reimbursed, or name of vendor that needs payment) By what date do you need this?

Funds Specifics
Type of Funds Request (reset) VENMO for Reimbursement (Preferred) Check for Personal Reimbursement Check for Vendor Payment PTA Debit Card Purchase ACH/Wire Request If Venmo, what's your username AND phone number? If requesting a check, do you want it mailed or do you want to pick it up (Lakewood area)? (reset) Mail Pickup in Lakewood (near Lakewood Elem) N/A - Don't need a check

General Information
If mailing, where should we send the check?

Funds Specifics
Budget Category (if you don't know, what is this for?) Please be as specific as possible so we can allocate to the correct budget line... eg - HOCO dance decorations. Description of the item(s) purchased (eg - decorations) Place of Purchase or Name of Vendor If you are requesting an online purchase, please provide URL to product or invoice. Please ALSO include specific quantities, colors, sizes, etc... as applicable. Date of Purchase (For reimbursements, Use more recent if more than one) Amount for Reimbursement or Payment (PTA CANNOT REIMBURSE SALES TAX) Attach receipt(s) or invoice(s) Please attach one file with copies of all receipts / invoices if possible. Attach More Receipt(s) or Invoices Attach more receipt(s) or invoices(s) Approved By: eg - name of committee chair Approved Date: