Get the free Procurement Card Proxy Account Form - finance tufts

This form is used to manage proxy access for procurement cardholders, allowing proxies to charge specified chartfields and manage grants associated with cardholders.

How to fill out procurement card proxy account

How to fill out Procurement Card Proxy Account Form

1. Obtain the Procurement Card Proxy Account Form from the finance department or relevant online portal.
2. Fill in the date at the top of the form.
3. Provide the name of the primary cardholder in the designated section.
4. Add the name and contact details of the proxy user requesting access.
5. Specify the duration for which the proxy access is requested.
6. Indicate the particular procurement card privileges needed for the proxy account.
7. Review the form for accuracy and completeness.
8. Obtain the necessary signatures from both the primary cardholder and the approver.
9. Submit the completed form to the finance department for processing.

Who needs Procurement Card Proxy Account Form?

1. Employees who require delegated authority to make purchases on behalf of a primary cardholder.
2. Individuals responsible for managing procurement activities but do not hold a procurement card themselves.
3. Staff members in positions that necessitate temporary procurement responsibilities.

For pdfFiller’s FAQs

What is Procurement Card Proxy Account Form?

The Procurement Card Proxy Account Form is a document used to establish a proxy account for a procurement card, allowing designated individuals to make purchases on behalf of an authorized cardholder.

Who is required to file Procurement Card Proxy Account Form?

Individuals or departments that wish to authorize someone else to use their procurement card are required to file the Procurement Card Proxy Account Form.

How to fill out Procurement Card Proxy Account Form?

To fill out the Procurement Card Proxy Account Form, provide the necessary details such as the cardholder's information, the proxy user's information, and the specific permissions granted to the proxy user.

What is the purpose of Procurement Card Proxy Account Form?

The purpose of the Procurement Card Proxy Account Form is to legally permit another individual to make purchases using a procurement card in the absence or on behalf of the primary cardholder.

What information must be reported on Procurement Card Proxy Account Form?

The form must report the following information: cardholder's name, cardholder's department, proxy user's name, proxy user's department, the scope of authority granted to the proxy, and any applicable timeframes for proxy usage.