Home >> Forms >> PCard Forms
PCard Forms
| Forms | When Form is Required | How to Submit | Signatures Required | Retention |
|---|---|---|---|---|
| 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 |
|
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 | For new cardholders and the cardholder's authorized approver - for information purposes only |
N/A |
N/A |
N/A |
