Financial Forms

The OSA Guide to Financial Procedures explains how to spend student government money once it is allocated to your organization.

  • C-1 Form
    To report Travel and Entertainment expenses for individuals not affiliated with Penn only
  • Performance Contract
    Use for individuals speaking or performing or agencies providing speakers or performers when they don't supply their own contract.

  • Petty Cash Reimbursement
    To report any expenses for reimbursement, $35 or less
  • W-9 Form
    To pay individuals not affiliated with Penn or companies, reimbursements and payments

  • W-8BEN
    To pay non-US citizens with out a social secuity number who are not affiliated with Penn.

Concur: 

The University has a new system for reporting expenses for reimbursement called Concur.

Go to http://cms.business-services.upenn.edu/penntravel/ to create an expense report after submitting the Travel and Expense Reimbursement form to your Financial Advisor.  All instructions are available on that website.

Helpful Tips for Navigating Concur:

Student Guide to File for a Reimbursement

How to Fix a Rejected Expense Report

How to Videos to Fill Out Reports
:


Penn Travel Website

University Policies

The PennBook contains important policies relating to extracurricular activities. Of special note are:

Additional Relevant Policies