Purchasing Card Forms

Purchasing Card Liaison Form
For a new Department to join the PCard Program and assign a Liaison; for an established Department to add and/or remove a Liaison. Do not fax form. Mail with original signatures to PCard Office, USA Bldg. 300A, 5th Floor.

Campus PCard Application and PCard Transfer Checklist
To assist in preparation of PCard Applications and PCard Transfers

Individual Purchasing Card Application
To apply for a Visa PCard in the name of an employee. Do not fax application. Mail with original signatures to PCard Office, USA Bldg. 300A, 5th Floor.

Departmental Purchasing Card Application
To apply for a Visa PCard in the name of a Department. Do not fax application. Mail with original signatures to PCard Office, USA Bldg. 300A, 5th Floor.

Reconciler / Reconciler Workgroup Form
To request addition / deletion of a Reconciler, request a new Reconciler Workgroup, or to request PCards be assigned to a different Reconciler workgroup. Fax to 520-621-1245

Change Form
To Change PCard Limits or address information, add / delete enhancements. PCard Form may be faxed to 520-621-1245, except when requesting PCard Plus Enhancement which allows for business meeting, business entertainment, special event and employee recognition expenses. PCard Plus Enhancement additions require original signatures. Mail to PCard Office, USA Bldg. 300A, 5th Floor.

Transfer Form
To Transfer Responsible Cardholder for Dept Card. Do not fax application. Mail with original signatures to PCard Office, USA Bldg. 300A, 5th Floor.

Delete Form
To Delete / Cancel a Purchasing Card (fax to 621.1245). A Receipt Confirmation email will be sent to Liaison. Do not send original in mail.

PCard Purchase Authorization Form
PCard purchase authorization form contains sections for PCard Plus and Travel Enhancement use. Similar type of form can be used.

Self-Reporting Violation Form
Use to self-report a violation of PCard Policy (Person Purchase, Hotel, or violation which is against University Policy)
Do Not use this for; Pyramiding, Not-Reconciled, Single Establish limit or Unauthorized Sharing of a PCard - Contact PCard Administration at 626-9091.

Purchasing Card Document Transmittal Form and Checklist
To help organize PCard transaction documentation for submission to FSO Compliance Team

Missing Receipts Form
To be used as documentation for missing PCard receipts only if the merchant cannot produce duplicate documentation.

Department Card Checkout Sheet (XLS)
To sign a Department Card in and out of Business Office

Helpful Hints

Tax Exemption Certificates
AZ State Revenue Tax Exemption Certificates

Property Management Tag Request Form (PDF)
To Tag an item purchased using a PCard