Get Purchasing Card Account Maintenance Form

The Purchasing Card Account Maintenance Form is essential for managing changes related to your purchasing card account. This guide provides clear, step-by-step instructions to help you effectively complete the form online.

Follow the steps to fill out the form accurately and efficiently.

1. Click the ‘Get Form’ button to obtain the Purchasing Card Account Maintenance Form and open it in your editor.
2. Begin by filling in the cardholder information section at the top of the form. Enter the name of the cardholder, their DU email address, and the date of submission.
3. Indicate the requested change(s). Use the designated fields to specify if there is a name change, an email address change, a higher level approver change, or a location change.
4. For any phone number change, complete the corresponding field and indicate the card coordinator change if applicable.
5. If there are affected cardholders, list their names in the provided section, ensuring clarity and accuracy.
6. If applicable, fill out the FOAP (Fund, Organization, Account, Program) changes by entering the old and new values in the corresponding fields.
7. If account cancellation is necessary, select the reason from the list provided and note that account closures are effective immediately.
8. Make any necessary changes regarding grant fund permissions and travel purchase permissions, checking the appropriate options.
9. Ensure that all required signatures are obtained from the card coordinator and cardholder. Higher-level approver and budget director signatures are also necessary for specific changes.
10. Finally, save your changes, and consider downloading, printing, or sharing the completed form as needed.

Complete your Purchasing Card Account Maintenance Form online today for efficient management of your purchasing card account.