Get Out Of Pocket User Application - University Of Puget Sound

The Out Of Pocket User Application is a vital document for faculty and staff at the University of Puget Sound seeking reimbursement through the Wells Fargo Commercial Card Expense Reporting system. This guide provides a clear and supportive framework to help you complete the application efficiently and effectively online.

Follow the steps to complete the application successfully.

1. Press the ‘Get Form’ button to access the form and open it in a suitable online editor.
2. In the 'OOP User Type' section, select 'Faculty/Staff' to identify your role.
3. Complete the 'OOP User Name' field by entering your full name.
4. Provide a valid 'Email Address' where you can receive correspondence.
5. Fill in your 'OOP User Position' to clarify your job title.
6. Enter your 'Ext #' to ensure direct communication.
7. Specify your 'Department' to highlight your affiliation within the university.
8. Input your 'UPS ID of OOP User' which helps in user identification.
9. List the 'CMB' which pertains to the approval areas for expenses.
10. Identify the 'Indexes against which charges may be made' to clarify budget accounts.
11. Name the 'Person assigned to approve reimbursement requests' to designate your approver.
12. Provide the 'UPS ID of Approver' for efficiency in tracking approvals.
13. Enter the 'Backup Approver (required)' to ensure continuity in approvals.
14. Fill in the 'UPS ID of Backup Approver' for reference.
15. Review and confirm your understanding of the out of pocket user agreement and affirm readiness to sign post-training.
16. After completing the form, ensure all fields are accurately filled.
17. Save the document to preserve your entries and changes.
18. Downloading or printing the application may be necessary for physical records if needed.
19. Share the completed form with relevant parties as required.

Begin filling out your Out Of Pocket User Application online today!