Get Spending Limit Change Form To - Office Of The Treasurer

Filling out the Spending Limit Change Form TO - Office Of The Treasurer online is a critical process for making necessary adjustments to procurement card limits. This guide offers clear, user-friendly instructions to help you complete this form with ease.

Follow the steps to successfully complete the Spending Limit Change Form.

1. Click the ‘Get Form’ button to obtain the Spending Limit Change Form and open it in the designated editing interface.
2. In the 'FROM' section, enter your cardholder name, card number, cost center or work breakdown structure (WBS) number, and your telephone number. Ensure that all information is accurate to avoid delays.
3. In the section requesting changes to the monthly spending limit, specify the current limit and the new limit you are requesting in the designated fields. State whether you are requesting a permanent or temporary change, and if temporary, indicate the end date.
4. Review the acknowledgment statement regarding the policies governing The University of Tennessee Department Procurement Card Program. Ensure you understand that all other policies remain unchanged.
5. Sign the form in the 'Cardholder Signature' section and include the date of your signature. It is essential for the request to be formally documented.
6. Obtain signatures from both the Department Head and Campus Business Officer in their respective signature sections along with the dates. This step is crucial as approval from these individuals is required for the request to be processed.
7. Once the form is complete and signed, save any changes made. You can then download, print, or share the form, depending on your needs.

Start completing your Spending Limit Change Form online today.