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PCard Forms

FormsWhen Form is RequiredHow to SubmitSignatures RequiredRetention
Application (Requires Netbadge) When requesting a University Purchasing Card Online Form Request Department Head or Supervisor approval on form - will be routed automatically Retention is suggested
PCard Purchasing Log - Annual Workbook (.xls)
May be used as a transaction log and reconciliation tool for an entire year.		 Each month that card is held Upon audit request only
  1. Card holder
  2. Supervisor (on Purchasing Card statement rather than log if no purchases were made)
 In accordance with University record retention requirements.
Purchasing Card Change Request (Requires Netbadge) To request cancellation of card(s), change the default PTAO, change the PTAO changer, increase per transaction/monthly limit, exemption from monthly transaction limit over $4999, increase transaction limit over $4999 for air/rail, or any other changes relating to your PCard. Online Form For increase per transaction/monthly limit or exemption from monthly transaction limit over $4999 requests - Department Head or Supervisor approval on form - 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 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.
Cardholder Agreement  New cardholders will bring this form with them to Procurement Services when picking up their card.   Print and bring signed copy to Procurement Services Cardholder and the Card Administrator. Card Administrator will sign when form is brought to Procurement Services for card pickup.  In accordance with University record retention requirements.
Cardholder's Supervisor Agreement  For Supervisors of cardholders.  Form must be signed and kept with supervisor's HR records in the department.  To be kept on file in department  The supervisor of the cardholder.  In accordance with University record retention requirements.