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.

Request for Purchase & Purchase Orders
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. Completing a Request for Purchase will generate a PO number for the vendor.  You would also need to complete a Request for Purchase in advance if you are purchasing an item on your own that would be $100 or more.

Please allow up to 2-3 weeks for a Purchase Order to be generated.

Check Request Voucher
A Check Request Voucher is what the University uses to generate checks. They must be completed any time that you are making a purchase. Vouchers must be submitted with a copy of the bill or purchase receipt (store/paper receipts will need to be dropped off to OSILD or mailed in). A Check Request Voucher is also used to make a reimbursement.

Please allow 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.

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.

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

When requesting a reimbursement, you will need to provide the original receipt. You cannot authorize your own reimbursement; please have another officer complete this form if the reimbursement is for you. 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.