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Get the free Request for P-Card - procurement.caltech.edu - procurement caltech

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Request for Card Mail completed forms to Card Services, M/C 1036 or email to PCardServices Caltech. Cardholder Information:(select one)FacultyStaffStudentName (as you would like it printed on your
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How to fill out request for p-card

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How to fill out request for p-card

01
To fill out a request for a p-card, follow these steps:
02
Obtain the request form from your financial department or download it from the company's intranet.
03
Fill out the requester's information, including name, department, and contact details.
04
Specify the purpose of the p-card, such as travel expenses, office supplies, etc.
05
Indicate the desired credit limit for the p-card.
06
Provide any additional details or justification for the request, if necessary.
07
Review the completed form to ensure accuracy and completeness.
08
Submit the request form to the designated authority or approval workflow.
09
Await approval of the request, which may involve verifying the requester's eligibility and conducting a credit check.
10
Once approved, the p-card will be issued to the requester, usually accompanied by guidelines and policy regarding its usage.
11
Begin using the p-card responsibly and in accordance with the company's policies and guidelines.

Who needs request for p-card?

01
A request for a p-card is typically needed by employees or staff members who require access to a company-issued credit card for authorized business expenses.
02
This could include employees who frequently travel for work and need to cover travel expenses, procurement staff who make purchases on behalf of the company, or any other individual designated by the company's financial department.
03
The need for a p-card is determined by the company's policies and requirements regarding expense management and control.
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A request for p-card is a form that individuals submit to request a procurement card, which is a company credit card used for purchasing goods and services.
Employees who are authorized to make purchases on behalf of the company are required to file a request for p-card.
To fill out a request for p-card, individuals need to provide their contact information, department, reason for needing the card, and any required approvals.
The purpose of a request for p-card is to obtain a company credit card for making authorized purchases.
Information such as personal details, department, reason for needing the card, and any required approvals must be reported on a request for p-card.
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