Get the free Purchasing Card Change/Cancellation Form - St. John's University - stjohns

St. John s University Purchasing Card Program Purchasing Card Change/Cancellation Form Cardholder Name: Department: Please check the appropriate box for item requiring a change and provide the requested

How to fill out purchasing card changecancellation form

How to fill out a purchasing card change/cancellation form:

1. Start by obtaining the purchasing card change/cancellation form from your organization's procurement or finance department. This form may be available in a physical or electronic format.
2. Fill out the header information on the form, which typically includes your name, department, contact information, and the date. Make sure to enter accurate and up-to-date information.
3. Indicate the reason for the change or cancellation. Provide a brief explanation or select the appropriate option from the provided choices on the form. Common reasons may include cardholder name change, card cancellation due to lost or stolen card, or a change in spending limits.
4. If applicable, specify the details of the change. For example, if you are requesting a name change on the purchasing card, provide both the current and new cardholder's name. If you are reporting a lost or stolen card, provide any relevant details such as the last known location or any suspicious activity.
5. Provide any supporting documentation if required. This might include identification documents, police reports for lost or stolen cards, or other documents requested by your organization's procurement or finance department. Ensure that all attachments are clearly labeled and securely attached to the form.
6. Review the form and ensure that all the information provided is accurate and complete. Double-check for any missing or incorrect information. Any errors or inaccuracies could delay the processing of your request.
7. Sign and date the form. Make sure to read any accompanying instructions or notices regarding signatures, as there may be additional requirements such as supervisor approval or a witness signature.
8. Submit the completed form to the appropriate department or individual responsible for processing purchasing card change/cancellation requests. This may be your organization's procurement or finance department. Follow any specific submission instructions provided on the form or by your organization.

Who needs a purchasing card change/cancellation form?

A purchasing card change/cancellation form is typically required by employees or cardholders who need to make changes to their existing purchasing card account or cancel it entirely. This form is necessary to update personal information, such as a name change, or to report lost or stolen cards. Additionally, individuals who wish to change spending limits or any other details associated with their purchasing card may also require this form. The exact process and requirements for obtaining and submitting this form may vary depending on the organization and its internal policies.

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What is purchasing card changecancellation form?

The purchasing card change/cancellation form is a document used to request changes or cancellation to a purchasing card account.

Who is required to file purchasing card changecancellation form?

Any individual who needs to make changes or cancel a purchasing card account is required to file the form.

How to fill out purchasing card changecancellation form?

The form should be filled out with the required information such as cardholder details, reason for change or cancellation, and any other relevant information.

What is the purpose of purchasing card changecancellation form?

The purpose of the form is to document and process requests for changes or cancellations to purchasing card accounts.

What information must be reported on purchasing card changecancellation form?

The form typically requires information such as cardholder name, account number, reason for change or cancellation, and any supporting documentation.