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Get University Of Richmond University Pcard Application And Agreement 2020-2025
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How to fill out the University Of Richmond University PCard Application And Agreement online
The University Of Richmond University PCard Application And Agreement is crucial for obtaining a purchasing card for university business. This guide provides step-by-step instructions to help users fill out the form accurately and efficiently online.
Follow the steps to complete the form successfully.
- Click ‘Get Form’ button to access the application form and open it in your preferred editing tool.
- Begin by filling out the cardholder information section. Provide your employment status, UR ID, and email address. Ensure your last name, first name, job title, department name, and contact numbers are entered accurately.
- Input your unique 4-digit number and mother's maiden name as requested. This information is necessary for security purposes when contacting the credit card company for assistance.
- Indicate your country of citizenship, as required by federal regulations. The purchasing card office will retrieve your date of birth and home address from their financial system.
- Specify the type of PCard you are applying for and provide a brief explanation of its intended use. Remember to justify your request based on the BRAN criteria: Business purpose, Reasonable, Appropriate, and Necessary.
- If requesting a departmental PCard, specify your desired monthly limit, transaction limit, and the name as it should appear on the card. Provide justifications for any customized limits.
- Complete the certification sections by signing and dating the application, ensuring that both the cardholder and delegate signatures are included if applicable.
- Obtain supervisor approval by including their signature and date in the designated section of the form.
- Once all fields are completed and reviewed for accuracy, save the document. You can choose to download, print, or share the completed form as needed.
Complete your PCard application online today.
Using the p-card, they can make the purchase via the supplier's website, which accepts the p-card payment. The merchant acquirer, also known as the supplier's bank, processes the payment and provides it to the supplier. The transaction, along with the receipt or invoice, is then forwarded to the finance team.
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