Finance Forms for PTA Volunteers

Expense Form – If you spent money for a PTA activity (budgeted, of course!) and need to request reimbursement (or payment to the supplier directly), this is the form to use.  

• • For reimbursement by check, please use:  Check Request: Payment Authorization Form

PTA Deposit Form – If you collect money (checks and/or cash) from a PTA event and need to deposit it to the PTA’s accounts, this is the form to use.  (Available in PDF for printing OR Excel for submitting it electronically)

• Cash Verification Form (PDF)

Financial Instructions for PTA Volunteers

• If you are leading up a PTA activity, please read these financial instructions before collecting or spending any funds for your event.  Thanks!

Questions? Contact the PTA Treasurer.