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Card Forms

FormsWhen Form is RequiredHow to SubmitSignatures RequiredRetention
Travel and Expense Card Application (Requires Netbadge) When requesting a Travel and Expense Card - you MUST take Card Training first before applying for a card. Online Form Requires Authorizer’s approval on form before it can be ordered- will be routed automatically Retention is suggested
Card Purchasing Log - Annual Workbook (.xlsx)
May be used as a transaction log and reconciliation tool.
Each month that card is held Not Required- optional use


Card Change Request (Requires Netbadge) To request cancellation of card(s), increase per transaction/monthly limit, or other changes to your Travel and Expense Card. Online Form Authorizer approval on forms with  limit increases will be routed automatically Retention is suggested
Dispute Form  When disputing purchase with a vendor.  To be used after a good-faith attempt to work with the vendor to get card refunded and after call is made to BOA Dispute Dept (800) 410-6465.  Print out form and fax to BOA (888)678-6046  Only the Cardholder Signature is required.  In accordance with University record retention requirements.

Delegate Authorizer (Requires Netbadge)

For a supervisor to delegate someone as the cardholder's Authorizer.  This can be done before the Card is applied for or after card is obtained. Online Form Only the Cardholder's supervisor can submit this None

Add Non-Employee to ExpenseUVA (Requires Netbadge)

To be completed by Sponsoring Department employee when a non-employee will need access to ExpenseUVA for the purpose of reconciling a T&E Card. Online Form Must be completed by Academic employee in Sponsoring Dept Retention is suggested