Get the free P-card Holder Termination/transfer Form - procurement fsu

This document provides guidance on submitting a P-Card Holder or Proxy Termination/Transfer Form through SpearMart for employees transferring departments or leaving the University.

How to fill out p-card holder terminationtransfer form

How to fill out p-card holder terminationtransfer form

1. Obtain the p-card holder termination/transfer form from the appropriate department.
2. Fill in the cardholder's full name in the designated field.
3. Specify the reason for termination or transfer in the provided section.
4. Include the effective date of termination or transfer.
5. Sign and date the form to validate the request.
6. Submit the completed form to your supervisor or the designated department for processing.

Who needs p-card holder terminationtransfer form?

1. Any employee who is transferring to a different department or leaving the organization.
2. Supervisors or managers responsible for overseeing p-card holders.
3. Financial or administrative personnel who manage purchasing cards.

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What is p-card holder termination/transfer form?

The p-card holder termination/transfer form is a document used to formally record the termination or transfer of a purchasing card (p-card) from one holder to another within an organization.

Who is required to file p-card holder termination/transfer form?

Any employee who is either terminating their position or transferring to a different department that requires a change in p-card access is required to file the p-card holder termination/transfer form.

How to fill out p-card holder termination/transfer form?

To fill out the p-card holder termination/transfer form, provide the necessary details such as the current holder's name, p-card number, reason for termination or transfer, new holder's information (if applicable), and sign the document for approval.

What is the purpose of p-card holder termination/transfer form?

The purpose of the p-card holder termination/transfer form is to ensure proper documentation and accountability when a p-card is no longer in use by an employee, thereby preventing unauthorized use and maintaining accurate financial records.

What information must be reported on p-card holder termination/transfer form?

The information that must be reported on the p-card holder termination/transfer form includes the current holder's name, employee ID, p-card number, date of termination or transfer, new holder's details (if transferring), department, and signatures from relevant supervisors or financial officers.