Get the free Purchasing Card Proxy Form - thecollaboratoryonline

Purchasing Card Proxy Form (January 1, 2008) The college allows cardholders to authorize assistants to perform the required monthly reconciliation of the purchasing card transactions. If this is the

How to fill out purchasing card proxy form

Steps to fill out a purchasing card proxy form:

1. Obtain the form: Contact your organization's finance or procurement department to request the purchasing card proxy form. They will provide you with the necessary paperwork or direct you to the relevant online platform where the form can be accessed.
2. Fill in personal information: Begin by filling in your personal details accurately. This usually includes your full name, job title, department, and contact information.
3. Indicate the cardholder: Clearly specify the name of the primary cardholder for whom you will be proxy. This individual is the person whose purchasing card you will be allowed to use on their behalf.
4. Clarify the proxy period: Specify the duration for which you will act as a proxy. This could be a specific date range or an ongoing arrangement until further notice. Make sure to adhere to any policies or limits set by your organization regarding the proxy period.
5. Specify purchasing responsibilities: In this section, detail the responsibilities or limits that you will have as a proxy. This may include the types of purchases you are authorized to make, spending limits, limitations on certain vendors, or any specific guidelines related to procurement policies. If required, consult your manager or the cardholder to ensure accuracy.
6. Obtain necessary approvals: Seek appropriate approvals as per your organization's procedure. This may involve getting signatures from your supervisor, department head, or the cardholder themselves. Make sure you understand the approval process and follow it diligently.
7. Submit the form: Once the form is complete, make copies for your records. Submit the original form to the designated department or individual responsible for processing purchasing card proxy forms. Ensure that you meet any submission deadlines or requirements.

Who needs purchasing card proxy form?

The purchasing card proxy form is required by individuals who have been authorized to act as a proxy for a cardholder. This form is necessary when an individual needs to make purchases on behalf of someone else using their purchasing card. Examples of individuals who may need to fill out a purchasing card proxy form include:

1. Administrative assistants or executive assistants who make purchases for their supervisors.
2. Team members or employees who handle procurement responsibilities for their department.
3. Authorized personnel who assist in making purchases on behalf of colleagues who are temporarily absent or on leave.

It is important to note that organizations may have specific policies or criteria for determining who needs a purchasing card proxy form. Contact your finance or procurement department for guidance and to determine whether you are eligible to act as a proxy.

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What is purchasing card proxy form?

The purchasing card proxy form is a document used to designate an authorized individual to make purchases on behalf of an organization using a purchasing card.

Who is required to file purchasing card proxy form?

Any individual who has been authorized to use a purchasing card on behalf of an organization is required to file a purchasing card proxy form.

How to fill out purchasing card proxy form?

To fill out a purchasing card proxy form, the authorized individual must provide their personal information, the organization's information, and designate any limits or restrictions on the card's usage.

What is the purpose of purchasing card proxy form?

The purpose of the purchasing card proxy form is to ensure that only authorized individuals are using the organization's purchasing card and to track purchases made with the card.

What information must be reported on purchasing card proxy form?

The purchasing card proxy form must include the authorized individual's name, contact information, organization's name, purchasing card details, and any limits or restrictions on card usage.