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.

Purchase/Payment Details
Total Purchase Amount*
Description of Purchase/Items to be Purchased
Vendor*
If you selected "Other" from the drop down list above, please list the vendor information requested below.
Person/Vendor Name & Address
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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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 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 drop off the orignial receipt with OSILD. 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.
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
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.
Please select "Submit" to submit your Finance Form.
Should be Empty:

Finance Form

Form Details

Purchase/Payment Details

Reminders

Please select "Submit" to submit your Finance Form.