County and District Resources
The Texas 4-H Foundation also raises funds for projects, scholarships and program at the county and district levels.
The following financial forms are for 4-H Faculty and County Extension Agents.
• Financial Policy Manual 2023The following forms are to receive personal reimbursement, pay a bill/invoice, pay out contest winners, reimburse a volunteer, etc.:
- Payment Request Form - Must be included with ALL submissions in this category
- Professional Contractual Services Form - For any individual/organization getting paid for services rendered, such as a paid volunteer, intern, speaker, event staff, etc.
- Travel Reimbursement Form - For any reimbursement needed due to paying for travel with personal funds.
- W9 - Revised March 2024 - Needed for any Individual getting paid using Foundation funds, such as a contest winner. Required with a Professional Contractual Services Form.
- Affidavit of Expenditure (Lost Receipt) Form - Needed when submitting a payment request form and cannot obtain a receipt.
General Forms:
- Deposit Form - Use this when you receive monies/checks made out to the Texas 4-H Foundation. Fill out this form and mail to the Foundation PO Box.
- Request to Transfer Funds - Use this when you want to transfer funds from one account to another.
- Tax Exemption Form - Use this when purchasing items to remove sales tax. Keep copies printed and with you to use as often as you can.
The following forms are for 4-H Faculty ONLY to submit monthly credit card expense reports:
- Credit Card Expense Report Form - The first page of your report to submit.
- Reconciliation Report (Excel Document) - Use this template to reconcile your credit card statement transactions.
- Affidavit of Expenditure (Lost Receipt) Form - Needed when you cannot obtain a receipt for a transaction on your monthly statement.