Business Services Form - SFO Account Check Requisition

The SFO Account Check Requisition Form is submitted to Business Services in order to request the preparation of a check for payment of a supplier or vendor. Each check being requested requires a separate SFO Account Check Requisition Form.

Instructions for Submitting the Form via DocuSign:

 
Upon opening the above link to the SFO Account Check Requisition Form, the initiator of the form will be prompted to enter the roles of those individuals who will be involved in the completion of the form. Those persons who are not the initiator and are specified within the role fields will receive an email that contains a link to access the DocuSign form, and which will allow them to populate their assigned portion of the form. A description of the  roles and examples of appropriate use are as follows:
 
Initiator: A required role, this is the person who has opened the DocuSign link and is initiating the form. This person is responsible for providing the persons and email addresses associated with each role of the DocuSign form. They are also responsible for populating all sections of the form, other than the student officer and adviser signatures and the portion completed by Business Services. The Initiator role may share the person and email address of either the Faculty/Staff Adviser or Student Officer roles.
 
Faculty/Staff Adviser: A required role, these fields are populated with the name and email address of a faculty/staff adviser who is authorized to approve the request.
 
Student Officer: A required role, these fields are populated with the name and email address of a student officer who is authorized to approve the request.
 
SFOAccountCheckRequisition Image
Once roles have been assigned by the initiator and they have selected Begin Signing in order to begin populating the form, those roles that were specified by the initiator will receive an email with a link to the form that will allow them to populate the Portion associated with their role. Each person receiving such an email should populate those portions of the form that are assigned to their role, then select Finish.

Instructions for Submitting the Form via Fillable PDF:

 
The SFO Account Check Requisition Form may be completed using the PDF, linked above. A completed form may then be submitted to Business Services either by email attachment sent to SFO@uwlax.edu or by in-person delivery to 125 Graff Main Hall.




Keywords:check request, check requisition, SFO, payment, pay request   Doc ID:118718
Owner:Derek N.Group:UW-La Crosse
Created:2022-05-27 07:28 CSTUpdated:2022-06-01 06:32 CST
Sites:UW-La Crosse
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