Get the free PCard Application & Cardholder Agreement - csustan

This document serves as an application and agreement for California State University Stanislaus employees to utilize the Purchasing Card (PCard) for University expenses, outlining the responsibilities

How to fill out pcard application cardholder agreement

How to fill out PCard Application & Cardholder Agreement

1. Obtain the PCard Application & Cardholder Agreement form from the finance department or relevant website.
2. Fill in your personal information, including your name, department, and contact details.
3. Review the eligibility criteria and confirm that you meet the requirements for a PCard.
4. Provide a brief justification for the need for a procurement card.
5. Complete any necessary training or tutorials related to PCard usage, if required.
6. Sign and date the application form, indicating your agreement to comply with the terms and conditions.
7. Submit the completed application to your supervisor or designated approver for endorsement.
8. Once approved, submit the application to the finance department for final processing.

Who needs PCard Application & Cardholder Agreement?

1. Employees who regularly make purchases on behalf of the organization.
2. Individuals who are frequently involved in procurement activities.
3. Department heads or managers who oversee budgetary expenditures.
4. Staff members who attend conferences or training requiring upfront purchases.

People Also Ask about

Is a P-Card a credit card?

The Procurement Card has pre-set default limits for non-restricted purchases of up to $2,500 per transaction, 99 transactions per day, $10,000 in total purchases per day, $10,000 in total purchases per billing cycle, and 999 transactions per billing cycle.

What does it mean to request a card agreement?

A cardmember agreement (CMA) is an arrangement between the card issuer/bank and the cardmember that contains the terms and conditions governing the account. It includes, but isn't limited to: The annual percentage rate. Monthly minimum payment formula.

What is the purpose of a credit card agreement?

It describes your responsibilities as the account holder; explains interest charges, fees and payment due dates; spells out procedures for resolving disputes related to the account; and may establish a variety of other terms that govern your relationship with the lender.

What is a card holder agreement?

A cardholder agreement is a legal document outlining the terms under which a credit card is offered to a customer. Among other provisions, the cardholder agreement states the annual percentage rate (APR) of the card, as well as how the card's minimum payments are calculated.

How do I find my cardholder agreement?

If you are looking for information specific to your account, contact the bank or institution that issued your card. By law, the issuer must make your agreement available to you upon request.

What is a cardholder agreement?

P-cards, or purchase cards, are company cards that employees can use to make business purchases without going through the traditional purchase request and approval process. Also known as procurement cards, p-cards allow your employees to spend company money when they need to.

For pdfFiller’s FAQs

What is PCard Application & Cardholder Agreement?

The PCard Application & Cardholder Agreement is a formal document that outlines the terms, conditions, and responsibilities associated with the use of a procurement card (PCard). It serves as both an application for obtaining a PCard and an agreement to adhere to the specific policies governing its use.

Who is required to file PCard Application & Cardholder Agreement?

Employees who wish to obtain a procurement card for business-related purchases are required to file the PCard Application & Cardholder Agreement. This may include staff from various departments depending on the organization's policies.

How to fill out PCard Application & Cardholder Agreement?

To fill out the PCard Application & Cardholder Agreement, applicants should provide their personal and departmental information, specify the intended use of the card, acknowledge the terms of use, and obtain necessary approvals from supervisors or relevant authorities.

What is the purpose of PCard Application & Cardholder Agreement?

The purpose of the PCard Application & Cardholder Agreement is to establish clear guidelines and rules for the use of the procurement card, ensuring that cardholders understand their responsibilities in managing and using the card in compliance with organizational policies.

What information must be reported on PCard Application & Cardholder Agreement?

The information that must be reported on the PCard Application & Cardholder Agreement typically includes the cardholder's name, job title, department, the purpose of obtaining the card, and an acknowledgment of the terms and conditions of PCard use.