Fill in the payee’s Taxpayer ID number (Social Security
Number or Taxpayer Identification Number).
If the Check Request is for travel and a Yale Travel Requisition
was used to reserve transportation, please fill in the TR number.
If the Check Request is for a travel reimbursement, fill in
the travel dates. NOTE: A separate Check Request should be completed
for each trip.
Fill in the payee’s Last Name, First Name and Middle Initial
or Vendor Name, and the Payment Mailing Address. If the form includes
payment for services, honorarium or any other taxable income,
the Tax Reporting Address is required.
Select a Vendor Type and Type of Organization.
Do not select any special handling unless absolutely necessary
as it will delay the delivery of the check.
Describe the purpose of the reimbursement or expense in the
Business Purpose/Explanation box. If the reimbursement includes
a business meal, include a complete list of attendees.
List the reimbursement items and the amounts. Fill in the appropriate
PTAEO. NOTE: Please leave the Expenditure Type blank.
Fill in your name, phone number and e-mail address.
Sigh the Check Request form.
Tape all original receipts to scrap paper.
Submit the form and original receipts to the Business Office.
NOTE: The Office of Student Affairs must authorize all student
club reimbursements before submission to the Business Office.
mba.yale.edu
