| Form |
Description |
| Application |
Required form to initiate request for Purchasing or Travel Card (available to University staff only).
(PDF_Application) |
| Card Pick-up Authorization Form |
Necessary form to account for card pick-up by Cardholder, Card Manager or assigned Designee. (PDF_PickUpAuth) |
**NEW**
Dispute/Usage Agreement Form |
Required form to ensure dispute rights with the bank; inclusive of both Purchasing and Travel Cards. A fully executed copy should be maintained on file in the department’s records for each card (a copy is not required to be returned to the Purchasing and Travel Card Office). (PDF_Application)
|
| Internal Tracking Log |
Required form to track the
whereabouts and usage of the Purchasing Card. This form is not available in an on-line entry format; form must be printed and filled in by hand. |
| Maintenance Form |
Required form to request change(s) to existing card accounts; cancellation of existing card accounts; and/or changes to Financial System Reallocator/Approver. (PDF_Maintenance) |
| Transaction Form |
Required form to document Purchasing or Travel Card transaction approval. Must be submitted to Financial System Reallocator. (PDF_Transaction) |
