Financial Transaction Form
REMINDER: Financial Transaction requests are sent to the Finance Office every Tuesday. Check requests are processed every Friday and could take up to two (2) weeks to be received. Your cooperation in planning ahead and working with the Finance Office is most appreciated! ***BE SURE TO KEEP A RECORD OF ALL FINANCIAL TRANSACTION REQUESTS AND SUPPORTING DOCUMENTS FOR YOUR CLUB/ORGANIZATION RECORDS.***
Today's Date
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Month
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Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Date Check Needed By
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Month
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Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Person Completing This Form
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First Name
Last Name
Club or Organization Affiliation
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Which account will this come out of/be deposited into?
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Fall 2026 Budget
Spring 2027 Budget
Fundraising Account (22 Account)
Memorandum Budget
Other
Club/Organization event the transaction is used for
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e.g. (Movie night, Halloween event, Study night, etc.)
Phone Number
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Area Code
Phone Number
Email
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marty@stmartin.edu
Transaction Requests
REIMBURSEMENT: Please complete the boxes below for all reimbursements and attach relevant receipts using the file upload feature at the bottom of this form.
CREDIT CARD PURCHASES using ASSMU Advisor Credit Card: If the Campus Life Office completed a credit card purchase or you made a purchase with the credit card, please list the amount of the transaction below and upload any receipts at the bottom of this form.
CHECK REQUEST: Please complete the boxes below to pay a vendor, performer, or speaker. Anyone receiving payment will need to submit a copy of a W9 form before payment is made.
DEPOSIT TO CLUB/ORGANIZATION ACCOUNT: Any fundraising or donations.
SMU TRANSFER OF FUNDING: You may transfer funding from one SMU account to another. Please list all details below:
Additional notes (optional):
RECEIPTS AND INVOICES: Please upload any relevant receipts, invoices, W9 forms, or other documentation for your financial transaction request. Note: For Check Requests/Invoices for Vendor Payments, please make sure that the invoice and the vendor W9 form are all in one document/PDF, as best as possible.
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