Finance Form

Finance Form

Office of Student Involvement & Leadership Development
Please submit the following form for all purchases, reimbursements, or payments.

This form may only be completed by an organization's Treasurer or Chair/President.
Student Organization*
Your Name*

First NameLast Name
Your Email*
Please use your worcester.edu address
Program Coordinator*

Kristie McNamaraLinzy MartinezSarah Potrikus
Program Coordinator Email*
This field will autofill based on your selection above
Primary Advisor Email
This field will autofill based on your organization. If it does not fill in, please continue with the form and leave it empty.

Form Details
Event Name*
Event Date*

MonthDayYear
Please select from one of the options below what type of purchase are you trying to do.
What type of purchase are you trying to make?*

Order an item(s)Make a paymentRequest a reimbursementRequest Pre-Approval to be reimbursed over $100

Purchase Details
Purchases and Payments
Many vendors that work with Worcester State will accept Purchase Orders (POs) for services and goods. This is the University’s preferred payment method, and you should always plan on asking a vendor if they accept POs. Please allow up to 2-3 weeks for a Purchase Order to be generated and up to 45 days for a check to be processed.
What type of purchase are you making*

Buy an item(s)Competition Fees/TravelDonationEvent TicketsGift Card (Gift Card form required)Membership DuesPay a performer/contract/vendorOther
Budget Line to be Charged*
Total Purchase Amount*
Description of Purchase/Items to be Purchased*
Vendor*
Vendor Name & Address
In order to make a purchase, you will need to provide a quote for the order/service. A quote can be obtained by contacting the vendor and requesting a formal quote. This quote should include all potential expenses, including setup fees, shipping, and any discounts. No tax should be charged.

When ordering items, you will still need to obtain a quote from the vendor. THE ONLY TIME SUBMITTING AN ONLINE SHOPPING CART IS ACCEPTABLE IS WHEN MAKING A PURCHASE FROM AMAZON or ORIENTAL TRADING.

In order to pay for services, you will need to provide the original invoice. This invoice should include all potential expenses, including setup fees, shipping, and any discounts
Vendor Quote/Online Cart

Please attach the quote for your purchase that you received from the vendor. Upload should be a PDF.
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Comments, Questions, or Concerns for OSILD
Reminders

Request for Purchase/Purchase Order can take up 2-3 weeks to be generated. Please allow up to 45 days for a check to be processed. If either of these timelines is an issue, please contact your Program Coordinator ASAP.
By checking the box below, I acknowledge OSILD has permission to process the payment associated with this purchase according to the information I have provided.
I Authorize OSILD to Make a Payment*

Yes

Reimbursement Details
NOTE: You cannot complete your own reimbursement. If you need to be reimbursed for a purchase, please have another officer complete the Finance Form.

Students CANNOT be reimbursed for sales tax. An exemption form for purchases can be picked up in OSILD.
Total Reimbursement Amount*
This amount should NOT include sales tax
Budget Line to be Charged*
Items Purchased*
Vendor
If you selected "Other" from the drop down list above, please list the vendor information requested below.
Person Being Reimbursed*
Permanent Address of Person Being Reimbursed
*this should not be the University address
Address of Person Being Reimbursed*
This must be their legal address and you cannot use Worcester State as an address in this field.
Receipt Upload*

Please upload a photo/scan of your receipt
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Comments, Questions, or Concerns for OSILD
By checking the box below, I acknowledge OSILD has permission to process the payment associated with this purchase according to the information I have provided.
I Authorize OSILD to Make a Payment*

Yes

Pre-Approval for a Reimbursement over $100
If you are planning on spending over $100 on a single event or at multiple stores, you must get approval AHEAD of time. Please do not purchase the items until this form is approved.
Person Being Reimbursed*
Estimated Reimbursement Amount*
Budget Line to be Charged*
Items Purchasing*
Comments, Questions, or Concerns for OSILD

Please select "Submit" to submit your Finance Form.
Should be Empty:

Finance Form

Form Details

Purchase Details

Reminders

Reimbursement Details

Pre-Approval for a Reimbursement over $100

Please select "Submit" to submit your Finance Form.