Please submit via Secure Upload. Utilize Adobe Sign and keep with full routing when uploading. Note: Electronic Signature must contain date/time stamp. Do not submit these forms by fax.
Applications and Roles
Application and Transfer Checklist
- To assist in preparation of PCard Applications and PCard Transfers
- To apply for a PCard in the name of a department
- To apply for a PCard in the name of an employee
- To transfer responsible cardholder for a department PCard
- For a new department to join the PCard program and assign a Liaison
- For an established department to add and/or remove a Liaison
Reconciler/Reconciler Workgroup Assignment
- To request addition/deletion of a Reconciler
- To request a new Reconciler Workgroup
- To request PCard be assigned to a different Reconciler workgroup
Accounting Line Import
Sales Tax Exemption
PCard Compliance Forms
See PCard Compliance for the following forms and topics:
- Department Card Checkout Log
- Documentation and Reconciliation
- Missing Receipts
- Monthly Due Dates
- PCDO Notes and Attachments
- Purchase Authorization and Guidelines
- Self-Reporting Violations