Frequently Used PTA Forms

Form Fields

Name of person requesting the check - Write your name.
PTA Position - Write your PTA Chair Position. If you do not hold a position, write "member". If you are not a PTA member, please consider joining! Otherwise, write "volunteer".
Event or Assignment - write the name of the activity that is requiring your reimbursement.
Event Chairperson - Write the name of the chair person responsible for the activity. Refer to the chair list.
Date of Event - Date of the event.
Event Chair signature - Obtain the signature of the event chair person.
Amount requested $ - Make sure you are within the allotted budget, Contact the Treasurer if you are unsure of the budget.
Date approved in the minutes - Payments will only be allowed if it has been approved by the Association or Executive Board. Contact the Secretary if you are unsure of the approval date.

Requirements

You must include ORIGINAL receipts or invoices. Copies of shopping carts will not be accepted.

Form Fields

Unit Name - Write AHES PTA
Activity- Write the activity that generated the funds e.g. Book Fair, Spring Carnival

Requirements

You MUST count all cash with another PTA member. Keep all cash in a cash box. If monies cannot be counted immediately following the end of the event, monies should be kept in the safe.
Ensure checks are made payable to AHES PTA. In the memo line, it is recommended that the oldest student's name and teacher's name is written.
When tabulating checks, write down each check number and check amount on the form. You MUST run two calculator tapes on all the checks.
You and another PTA member must sign the form and notify the the Financial Secretary of the deposit.