Our department's Financial Office is here to assist you with all of your University-related financial needs—from the processing of expenditures and reimbursements to the management of your research and miscellaneous accounts.
- PCard Authorization Form
used to obtain your PCard and set your spending limits.
- PCard Support Form
used to document each PCard purchase. A receipt must be attached to this form.
- Lost/Unobtainable Receipt Form
used when a receipt for a PCard purchase has been lost or is unobtainable.
- Tax Exempt States and Forms (including tax exempt letter)
Please note that these forms are also available on psu guru
Purchase Orders are for large ticket items.
- Purchasing Order Request Form
used to request the purchase of item(s) over the PCARD limit ($3K) for educational/research purposes. Any purchase order request over $10,000 being ordered from a specific vendor, must have a completed Sole/Single Source Justification Form accompany the request.
- Sole/Single Source Justification Form
used as justification for a purchase from a single or sole source without open competition, when the purchase total is $10,000 or more and must accompany a completed Purchasing Order Request Form.
Please review the travel guidelines when submitting meal and travel expenses. Travel Guidlines link
For additional travel information go to the Travel website
- Group Meal/Meeting Form
used as supporting documentation to justify the business purpose and attendees for an authorized group meal/meeting of Penn State employees and/or visitors to the University. The form is required for any group meal/meeting purchase that is made using University funds, regardless of payment method.
- Export Compliance Procedures
All foreign travel requires export control review prior to the start of the travel, regardless of PSU funding being used for the travel.
- Travel Reimbursement Form
must be completed by any employee wishing to claim travel reimbursement when they are not the one personally preparing the ERS Report for submission.