Get P-card Account Maintenance Request - University Of Puget Sound

The P-Card Account Maintenance Request form is essential for managing your procurement card account at the University of Puget Sound. This guide will walk you through each section of the form to ensure you fill it out accurately and efficiently.

Follow the steps to complete the form correctly online.

1. Press the ‘Get Form’ button to access the P-Card Account Maintenance Request form and open it in your preferred editor.
2. Start by entering the current name on the card in the designated field. Ensure that the name matches the official records.
3. Input the last four digits of your P-Card. This information is crucial for identifying your specific card.
4. In the account closure section, indicate any account closure requests you may have by filling out the effective date.
5. If you are requesting a name change, enter the new name as you would like it to be embossed on your card.
6. Provide your Puget Sound ID number to authenticate your request.
7. If relevant, indicate whether this request is due to staff relocation or the addition of indexes. Make sure to route the request to the appropriate budget manager for approval.
8. Specify any indexes you wish to remove in the provided field. Similarly, list any new indexes you would like to add.
9. If you are requesting a change in your credit limit, state the new limit in the designated area along with the effective date.
10. In the box provided, explain your reason for requesting a credit limit increase. This information will assist in the approval process.
11. If the credit limit change is temporary, check the appropriate box and specify the date when the old limit should be reinstated.
12. In the 'Other change or comments' section, describe any additional changes or comments related to your request.
13. Ensure you sign and date the cardholder signature section accurately.
14. Have the approving manager print and sign their name, followed by the date.
15. If needed, obtain signatures from the appropriate budget manager(s) as indicated in the form.
16. For staff relocation changes, include the division vice president's signature, print, sign name, and date.
17. Finally, confirm the budget manager authority and update any additional tables or required changes.
18. After completing all sections, save your changes, and then download, print, or share the filled form as needed.

Complete your P-Card Account Maintenance Request online today for seamless processing.