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Este formulario se utiliza para delegar el uso de la tarjeta de compra (PCard) de un titular a un empleado delegado. El titular de la tarjeta es responsable de las compras realizadas por el empleado
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How to fill out cardholder delegation form
How to fill out Cardholder Delegation Form
01
Obtain the Cardholder Delegation Form from the finance department or download it from the organization's website.
02
Fill out your full name and employee ID in the designated fields.
03
Provide the cardholder's name and card information for which you are requesting delegation.
04
Specify the date range for which the delegation will be valid.
05
List the specific spending limits and types of transactions allowed for the delegate.
06
Have the cardholder and delegate sign the form to authorize the delegation.
07
Submit the completed form to your supervisor or the finance department for approval.
Who needs Cardholder Delegation Form?
01
Employees who are temporarily unable to manage their cardholder responsibilities due to absence or workload.
02
Delegates who need authorization to use the cardholder's account for business-related purchases.
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What is Cardholder Delegation Form?
The Cardholder Delegation Form is a document used to authorize another individual to conduct transactions on behalf of a cardholder, allowing them access to certain privileges associated with the card.
Who is required to file Cardholder Delegation Form?
Any cardholder who wishes to delegate their transaction authority to another individual must file the Cardholder Delegation Form.
How to fill out Cardholder Delegation Form?
To fill out the Cardholder Delegation Form, provide the cardholder's details, the delegate's information, specify the level of authority being granted, and sign the form.
What is the purpose of Cardholder Delegation Form?
The purpose of the Cardholder Delegation Form is to facilitate the delegation of purchasing authority, ensuring that transactions are conducted efficiently while maintaining accountability.
What information must be reported on Cardholder Delegation Form?
The Cardholder Delegation Form must include the cardholder's name, the delegate's name, the specific powers being delegated, the duration of the delegation, and both parties' signatures.
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