Finance Form

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.

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.

If you selected "Other" from the drop down list above, please list the vendor information requested below.

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.

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

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.

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.

When requesting a reimbursement, you need to drop off the original receipt with OSILD. WSU does not reimburse for tax.

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.