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PROXY APPROVAL FORM PERSON GRANTING PROXY ACCESS Cardholders NameCardholders TitleCardholders Department, hereby grant approval for the following person to access my P Card transactions and statements
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How to fill out pcard proxy form

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How to fill out a pcard proxy form:

01
Obtain the pcard proxy form: Contact your organization's finance department or procurement office to request a pcard proxy form. It may also be available for download on the organization's intranet or website.
02
Fill out personal information: Provide your full name, employee ID or identification number, department, and contact information. This information helps identify you as the cardholder assigning a proxy.
03
Identify the proxy: Clearly indicate the full name, employee ID, and department of the person you are designating as your proxy. This individual will be authorized to use your pcard on your behalf during your absence.
04
Specify the time period: Indicate the exact dates or duration during which your proxy authorization will be valid. This ensures that your pcard will only be used by the designated proxy for the stated time period.
05
Sign and date the form: Read the instructions and agreement section carefully. If you agree to the terms, sign and date the form to confirm your authorization and understanding of the proxy rules.

Who needs a pcard proxy form?

01
Cardholders going on vacation or extended leave: If you are planning to be away from work for an extended period, such as a vacation or maternity leave, and you want to authorize someone else to use your pcard on your behalf, you will need a pcard proxy form.
02
Employees with shared responsibilities: In some organizations, multiple employees may share the same pcard. If one of the cardholders cannot use the pcard for a certain period, they can assign a proxy to ensure that purchases are not delayed.
03
Cardholders with temporary limitations: If you are temporarily unable to use your pcard due to illness, injury, or other circumstances, a proxy can be designated to continue handling the necessary transactions.
Note: The specific conditions and requirements for using a pcard proxy form may vary depending on your organization's policies. It is always best to consult your finance department or procurement office for detailed instructions and guidelines.
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The pcard proxy form is a document used to designate an individual who is authorized to make purchases on behalf of another person or entity using a pcard (procurement card).
Individuals or entities who wish to authorize someone else to make purchases on their behalf using a pcard are required to file a pcard proxy form.
The pcard proxy form typically requires the basic information of the cardholder, the designated proxy, and the reason for the authorization. It may also require signatures from both parties.
The purpose of the pcard proxy form is to clearly outline who is authorized to make purchases on behalf of another individual or entity using a pcard. This helps prevent unauthorized transactions.
The pcard proxy form may require details such as the name of the cardholder, the name of the designated proxy, their contact information, and any restrictions or limitations on the authorization.
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