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Forms and Resources

P-Card Requests

P-Card Requests

  • P-Card Request form: submit this form to request a new P-Card, card limit changes, payments to blocked merchants, card maintenance (e.g. name change on card or updating default accounting string on the card), or to designate/update roles Works (see Works section below for information on roles).
  • P-Card Requests Tracker: use the tracker to follow up on submitted P-Card requests.

Additional Forms

Additional Forms

  • Event Expense Summary: this form must be completed if P-Card is used for meals and refreshments for meetings, retreats or events.
  • Missing Receipt Affidavit: Receipts are required to authenticate purchases as business-related. If a receipt is missing, it is the cardholder’s responsibility to contact the merchant and ask for a duplicate receipt, if possible. This form is not a substitute for an original receipt and should only be used if all attempts to obtain an original receipt have failed.
  • P-Card-Non-compliance-Warning-Form: This form is used by the department approver (or manager) to notify a cardholder of a P-Card issue that needs to be resolved.

P-Card Reporting (Works)

P-Card Reporting (Works)

Video Tutorials

Video Tutorials

Select a video from the list below.