Payment Request forms

Start Early! Several factors contribute to the receipt of your Truman funds. 

You need to anticipate:

  • The time it takes to gather supporting documentation including a transcript or proof of enrollment, EESF Form, EFT form, and
  • The time it takes your institution's financial aid officer to complete the Educational Expenses and Support Form (this varies greatly);
  • The time required to complete the Payment Request Form (about 30 minutes);
  • The time it takes the Truman Foundation and General Services Administration to process your payment. Scholars should count on a minimum of six weeks from submission of the completed Payment Request Form to receipt of payment provided all other documentation has been received. Unless requested in writing and approved by the Foundation, the transfer of funds will occur no earlier than three weeks prior to the tuition and fees due date for which Foundation support is requested. 

Steps to submit a Request a for Payment:

1. Gather the following supporting documentation

  • An approved annual report.  You must have an approved graduate study proposal and be current on your annual reports.
  • A transcript (an unofficial transcript is acceptable) or other proof of enrollment (such as a receipt of deposit or enrollment form).
  • An Educational Expenses and Support Form (EESF)
    • You should complete Part I of the Educational Expenses and Support Form. Give the Educational Expenses and Support Form to your Financial Aid Officer to complete Part II.  This step could take several weeks, depending on the accessibility of your Financial Aid officer.   This form should reflect the expenses for the academic year, not term.  If your expenses are different from the average student at your institution, you should have your Financial Aid officer complete the form with this in mind.  All scholarships and grants must be listed.  Loans can also be included but will not be factored into your award from the Foundation.  
    • You will need a separate form for summer study.  You may use the same form for fall and spring study if your expenses and aid stay the same.  
  • An Electronic Funds Transfer (EFT) form for your Bank deposit.  
    • All scholarship payments are made via electronic funds transfer.  If the information on this form is incorrect, you will not receive your payment.  If your bank account information has not changed and you have received a payment in the last 12 months, you do not need to complete this step.  
    • Payments can only be made to Scholars, therefore your name must appear on the checking account.  Payment is not made directly to your school, so you are responsible for ensuring funds are delivered to your institution.
  • Payment Request Form Worksheet
    • Complete the Worksheet for the Payment Request Form.  This form requires careful attention to detail to be completed correctly.
    • Instructions
  • Payment Request form

2. Complete the Payment Request Form

  • Using the information provided by your school and the worksheet, transfer the numbers to the Payment Request Form.

2. Submit Your Materials

  • You will need to submit:
    • Your signed payment request form;
    • The EESF from your school;
    • A transcript or proof of enrollment; and,
    • An EFT if it is has been more than 12 months since you received a payment from us or your banking information has changed.
  • Please send an email to info@truman.gov (or click the "Submit Your Materials" link) and we will provide you with a secure link to upload your materials.
Screen Shot of Video Tutorial

Video Tutorial

Need to update your reports?

Find out about required Scholar reports and ensure you are up to date.

Scholar Reports