Get the free Purchasing Card Holder Agreement Form

This form outlines the responsibilities and agreements of the Purchasing Card holder at Loyalist College. It details the permissible use of the college\'s purchasing card, the procedure for reporting lost or stolen cards, internal control compliance, and the reconciliation process for monthly account statements.

How to fill out purchasing card holder agreement

How to fill out purchasing card holder agreement

1. Obtain the purchasing card holder agreement form from your organization's finance department.
2. Fill in your personal information including your name, department, and contact information.
3. Indicate the purpose of the purchasing card and how it will be used.
4. Review the organization’s policies regarding purchasing card usage and ensure you understand the terms.
5. Sign the agreement to confirm your understanding and acceptance of the terms.
6. Submit the completed form to your supervisor or the designated finance officer for approval.
7. Keep a copy of the signed agreement for your records.

Who needs purchasing card holder agreement?

1. Employees who are authorized to make purchases on behalf of their department or organization.
2. Managers who oversee budgets and require purchasing authority.
3. Administrative staff responsible for procurement activities.
4. Any team member involved in making purchasing decisions for project needs.

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What is purchasing card holder agreement?

A purchasing card holder agreement is a formal document that outlines the terms and conditions governing the use of a purchasing card by an individual, including the responsibilities and compliance requirements of the cardholder.

Who is required to file purchasing card holder agreement?

Typically, any employee or individual who is issued a purchasing card for business-related expenses is required to file a purchasing card holder agreement.

How to fill out purchasing card holder agreement?

To fill out a purchasing card holder agreement, the cardholder needs to provide personal and organizational information, specify the intended use of the card, agree to the terms outlined in the agreement, and sign the document.

What is the purpose of purchasing card holder agreement?

The purpose of a purchasing card holder agreement is to establish clear guidelines and accountabilities for card usage, ensuring compliance with organizational policies and preventing misuse of funds.

What information must be reported on purchasing card holder agreement?

The purchasing card holder agreement must report the cardholder's name, contact information, department, purpose of card usage, agreement to comply with the policies, and acknowledgment of understanding the associated responsibilities.