Reimbursement Form/Payment Request Form

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

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

"There are no standard forms for requesting reimbursement."

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

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).

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.

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.

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.

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.

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.

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!

Clever idea. But how does the clerk's filing look? I'm used to full-sheet forms with receipts stapled to them in folders by month.

How does it work with envelopes? Same folder, they just sit in the bottom?

A while back I moved our stake (stake budget) to an electronic system using jotform.com - it was pretty simple to make the jotform == the paper form we were asking be filled out and additionally they could upload the receipts. Each submission generated an email, + all the forms were saved as pdf on google drive.

I was getting so many email requests for reimbursements that took back and forth, sometimes the electronic receipt was not attached or attached in another email (sometimes in another completely separate conversation) - I felt the need to create this to simplify the process and not get stuff lost in the shuffle.

Our stake was dispersed geographically, so this worked well for quicker reimbursements, etc... no go-betweens to lose them either was a big win - can't tell you how many times a HC lost receipts or forgot to hand stuff in....

After I was released as a finance clerk, I was called to be on the Scout Committee. The reimbursement form had been created at some point in history using Excel. Typically, we just printed it, and had hard copies available for anyone to fill out. Since my new calling involved dealing with a number of expenses, and I don't like to hand write, well, anything, I upgraded our form to permit auto calculation of the expenses while maintaining the look of the form.

sbradshaw wrote:

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!

As a follow-up, attached are the new envelope forms we're going to be using on the stake level, and are providing for wards in the stake to use if they would like.

Here is the form we use.

Mostly redone because people would keep submitting multiple receipts and making it a pain to figure out taxes. Created this form more to help them understand what is needed.

I'll probably update the form again to just change the order of taxes subtotal mostly to reflect the way MLS has it show up. (Taxes are always first).

I do like the idea of the envelopes (Maybe cost a little more). I'm not sure if I can get enough details (like taxes) on there.

When you pull up si.lds.org go to the lower right hand of the page under "Quick links" and the bottom item is "Reimbursement forms for stake teachers"

https://si.lds.org/help/general/finding ... s?lang=eng

ckdavis wrote:When you pull up si.lds.org go to the lower right hand of the page under "Quick links" and the bottom item is "Reimbursement forms for stake teachers"
https://si.lds.org/help/general/finding ... s?lang=eng

Seminary expenses don't come out of the ward/stake budget, they come from Seminaries and Institutes, so the process is different.

I recommend using a google form. It is less accident prone, more easily accessible, and keeps things more organized.

Here is what we use in our ward https://docs.google.com/forms/d/1WwYBXy ... sp=sharing

The section for ward clerks is only visible to ward clerks (collaborators). When we print the individual responses as part of our record keeping, we use double-sided so it fits on one sheet of paper.

hyuns89, so you've created a form to fill out online AND require them to either print it out or bring in receipts that need to be matched up manually. I guess that's another way to do it, have you attempted to use google forms to see if it would allow for a receipt upload that would all be stored in one place without the need to follow-up so much manually? That was the beauty of the jotform, it was all there, receipts and all.

I've never used it, but it looks like Google Forms does have a file upload feature:
https://sites.google.com/site/scriptsex ... ad-feature

Here's one I just made from the one in LCR. Checkbox in Bishop's spot is if you're going all digital like we're trying to do. You can select Dates and the Categories will total themselves.

How can i get or request a temporary increase form?

sacrifice wrote:How can i get or request a temporary increase form?

Get one from your ward clerk. Reimbursements are processed through your ward. Expenses for stake activities and programs are processed by your stake clerk.

westonmcrapo wrote: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

"In LCR select Finances, reports and there is a form published by the Church. I modified it a little for my Stake and made it interactive for the Stake organizations.