Get Northwestern University Corporate Card Application And Agreement Form

Filling out the Northwestern University Corporate Card Application and Agreement Form online is an essential process for faculty and staff seeking to simplify purchasing procedures. This guide will provide you with clear, step-by-step instructions to ensure a smooth and efficient application experience.

Follow the steps to successfully complete your application.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin by entering your name as it will appear on the card, keeping within the 21 character limit including spaces. Fill in your Net ID and Employee ID. Ensure accuracy in this information as it directly affects your card issuance.
3. Provide your country of citizenship, city, and home address. Include the street, state, and zip code. This information helps verify your identity and residency.
4. Select your school or input your department using the drop-down menu. This identification is crucial for aligning your application with the appropriate university resources.
5. Next, enter your university mailing address. Include the street, city, state, and zip code, ensuring that this address is accurate for correspondence related to the Corporate Card.
6. Input your university email and phone number. This contact information will be used for card-related communication.
7. Complete the NUFinancials Chartstring Number section by providing the fund and department information. This detail is important for financial tracking and accountability.
8. List your supervisor’s name and title, along with their email address. This information is needed as your supervisor must approve the request.
9. Indicate if there are others who should have access to Cognos reports with card transaction details. Type their names and email addresses as required.
10. If you have any unique purchasing needs, provide a brief explanation in the designated field. This helps the university understand your specific requirements.
11. Review the standard transaction limit and monthly limit options. Check the box confirming your limit request, selecting from the provided amounts or indicating any alternate requests with justification in the respective fields.
12. Before submitting, review the entire form for accuracy. Verify that all mandatory fields are filled and the information is correct.
13. After filling out all fields, click ‘Submit’ and carbon copy (CC) your supervisor on the email. Await a responded approval from your supervisor to move forward.
14. For any clarity needed during the application process, reach out to the Corporate Card Office using the provided contact information.
15. By submitting the application, you certify that all provided information is correct and you understand the responsibilities of being a Cardholder, as outlined in the Cardholder Guide.
16. Save changes, download, print, or share the completed form as needed.

Complete your application online today for streamlined purchasing.