Purchasing Card Application & Forms
Application agreementComplete to obtain necessary approvals and apply for a card. Both pages must be submitted for application to be processed.
Pcard ReleaseConfirms that applicant has completed training and is submitted at the time card is released to applicant.
Change Defaults/Adjust Limits/Transfers
Request changes in default accounting, spending limits. Must be completed by cardholders transferring to a new department.
For unit fiscal managers or department administrators who oversee PCard spending
For recording purchase information and reconciling purchases–available on printed envelopes (for receipt retention) upon request.
PCard Missing Receipt or Business Justification Form ***NEW***
To be retained in lieu of a receipt, for rare cases in which a receipt or packing slip is unavailable or to be used in the event that the charges map to the general ledger prior to reconciling the expenses in SAM. (To open is attachment you will need the latest version of Adobe Acrobat Reader. If you do not already have the reader installed on your system, you may download it at no charge.)
For disputes that cannot be satisfactorily resolved with the supplier directly, submit to American Express to request intervention.
To notify the PCard Program Administrator that a University supplier does not accept American Express. Assistance is available for such suppliers to begin accepting the card.
Notifies the PCard Program Administrator that a card has been lost. Should be completed after American Express is notified by phone.