Get Cardholder Setup Form Visa Purchasing Card ... - Uncw

The CARDHOLDER SETUP FORM for the VISA Purchasing Card at the University of North Carolina Wilmington is essential for establishing a new purchasing card account. This guide aims to provide clear, step-by-step instructions on how to complete the form, ensuring a smooth and efficient submission process.

Follow the steps to successfully complete the setup form.

1. Press the ‘Get Form’ button to access the CARDHOLDER SETUP FORM and open it in your preferred document management tool.
2. Input the organization name, which should be automatically set to 'University of North Carolina Wilmington.'
3. Fill in the 'Name on Account' field with the full name of the cardholder as it should appear on the card.
4. Enter the cardholder's email address in the specified 'E-mail' field.
5. Provide details for the 'Cardholder Department' and 'Cardholder Sub-Department/Program' to identify the respective departments.
6. Complete the 'Billing Address' section with the street address, followed by the 'Billing City,' 'Billing State,' and 'Billing Zip' code.
7. If applicable, fill out the 'Postal Box' field, followed by the 'Office Telephone' number.
8. Set the 'Monthly Credit Limit.' Remember that limits of $10,000 or more need approval from the Budget Office.
9. Input the 'Single Transaction Limit,' ensuring it does not exceed $1,000 without additional approval.
10. Fill in the details for the Card Coordinator, including their name and email address.
11. Provide the information for the Card Coordinator's backup, Budget Authority, and Budget Authority Designee, including their names and email addresses.
12. Specify the 'Default Fund Org Program' and, if applicable, any additional fund organization program.
13. Ensure that the verification of the prospective cardholder as a permanent employee is acknowledged by the cardholder's supervisor. This includes printed name, signature, and date.
14. The budget authority must also print their name, sign, and date the form.
15. If there is an additional budget authority, record their name here, followed by signatures and dates from both the budget authority and purchasing card administrator.
16. Once all sections are completed, save your changes, download a copy for your records, print the document, or share it as needed.

Complete your CARDHOLDER SETUP FORM online today for a streamlined purchasing experience.