Get Procurement/travel Card Application Form 1 2 3 4 Please Read And ... - Wlu

Filling out the Procurement/Travel Card Application Form is essential for managing your expenses effectively. This guide will provide you with clear instructions on completing the form correctly and ensuring compliance with procurement policies.

Follow the steps to complete your application efficiently.

1. Click the ‘Get Form’ button to access the application form and open it in your preferred document editor.
2. Fill out the applicant information section. Provide your first name, last name, employee number, extension, department, faculty, location, title, and email address. Ensure that all details are accurate and up-to-date.
3. Enter the date of significance for card activation and security purposes. This date should be memorable and could be your birth date, hire date, or another important date. Make sure to follow the format Month/Day/Year.
4. Sign the form in the designated area, confirming your application and acknowledgment of the related rules and procedures.
5. Indicate the type of card requested. You can choose between Travel, Procurement, or Both. Make sure to select the option that best meets your needs.
6. If you require monthly limits that differ from the standard limits (Travel $10,000/Procurement $7,500), specify those amounts in the designated fields.
7. Set the limit per transaction by selecting either $1,000 or $5,000 based on your requirements.
8. Assign index codes to the card. Your immediate supervisor's signature is required in this section. List up to four index codes, and if you need more, attach a separate page.
9. Have your approver sign the form. This person will be responsible for approving your expense claims and card statements.
10. Read and initial next to each statement regarding the use of the card, ensuring your understanding and compliance with the outlined policies.
11. Once all sections are filled out, save your changes. You can then download, print, or share the completed form as required.

Complete your procurement or travel card application online for an efficient expense management experience.