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PROCEED NEW ACCOUNT INFORMATION RECORD Complete information is required.TO ADD A NEW ACCOUNT:TYPE OF REQUEST:1. Indicate New Account under Type of Request 2. Complete all fields on the form. A. New
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How to fill out pro-card new account information

01
Obtain the pro-card new account form from the procurement department.
02
Fill out your personal information accurately, including your name, job title, department, and contact information.
03
Provide your department's budget code and financial manager's approval.
04
Indicate the desired credit limit for your pro-card account.
05
Attach any necessary supporting documentation, such as a copy of your ID or relevant authorization.
06
Review the form for completeness and accuracy.
07
Submit the filled-out form to the procurement department for processing.

Who needs pro-card new account information?

01
Employees who require a pro-card for making authorized purchases on behalf of their department or organization.
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Pro-card new account information refers to the details required to establish a new procurement card account for purchasing purposes within an organization.
Typically, employees who are authorized to use procurement cards for official purposes are required to file pro-card new account information.
To fill out pro-card new account information, individuals must provide accurate personal and organizational details, including the purpose of the account, approved spending limits, and any necessary approvals from management.
The purpose of pro-card new account information is to ensure that there is proper documentation and control over the issuance and use of procurement cards to prevent misuse and ensure compliance with organizational policies.
Information that must be reported includes the name of the cardholder, department, spending limits, purpose of use, and necessary approvals from supervisors or finance departments.
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