Forms Library

SOFO Request Forms

Use these forms to requests payments and services from our office.

Until further notice, all student organization expenses are subject to a pre-approval process. This includes any spending of personal funds with the expectation of reimbursement.

Submit a Student Organization Spending Request

DB Card Request
Request a Declining Balance card. To participate in the program, complete training in Sakai.

Payment Request
Request payments by invoice and contract. You will need to upload support documents with the form.

Student Reimbursement Request
If you are a student being reimbursed for Student Organization or Student Activity Fee related expenses, use this form to request reimbursement. It should not be used for any other student reimbursements.

Request a Cvent Sale
Use this form to request a Cvent sale for a ticketed event or other online sale.

Register a Sale or Fundraiser
Let us know your group plans to take payments or hold a fundraiser.

Journal Entry Request
Request an internal transfer to a department or organization.

Financial Services Forms

How to use the forms below:

  • Download
  • Fill out with complete business purpose and amounts
  • Add Cost Center or Agency Fund code
  • Print completed form
  • Get your Treasurer’s signature
  • Bring to SOFO office for approval

For assistance, contact us.

Missing Receipt Form
If you lost a receipt needed for a DB Card or a reimbursement, complete this form and bring it to SOFO for approval.

Deposit Form
Needed to make a deposit at the Cashier’s window in Reynolda Hall 107. For deposits with sales tax, use this form instead.

Agency Fund Requests

Agency Funds are like on-campus checking accounts. Before completing the forms below, contact SOFO to see if this would be a good option for your group.

Details are Important

Need help? Use the Business Purpose Generator!

  • Give us a basic idea of who will be using the items or services purchased. Guests? Committee members? Organization members? A prize winner?
  • Tell us what you plan to purchase. Be general, something like "supplies" or "refreshments" will be more than enough.
  • What date will this purchase happen or be used? If a range of dates is more appropriate, fill in the end date below.
    Date Format: MM slash DD slash YYYY
  • Date Format: MM slash DD slash YYYY
  • What is the destination of your trip, where will your event happen, what office will benefit from your office supply purchase?
  • Tell us more about why this expense is necessary.
  • This field is for validation purposes and should be left unchanged.