New Account Requests

  • Use capitalization for all input (except email addresses).
  • Do not type hyphens in the Default Account Number fields.
  • Do not type commas or decimals in the Cycle Spending Limit or Single Purchase Limit fields
  • All fields must be completed in the Cardholder Information and Approving Official sections.
  • 53- accounts cannot be used as a default. Use another departmental account and reallocate back to the 53- account. Exception: A 53- account MAY be approved as a default for a PI who has ONLY a 53- to charge. Requests for this exception will be reviewed by Sponsored Programs on a case-by-case basis.  In this instance, complete the PCard Approval Request for 53- Account as Default form and forward it to:
    • Office of Sponsored Programs, 2002 Campus Delivery
  • One application form per Cardholder.
  • Check the appropriate box in the Business Need Justification section.
  • Obtain Approving Official and Department Head* or Director* signature and forward the original to Procurement Services. *Dean or VP if applicant is a Department Head or Director.
  • Complete Official Function Status section ONLY if official function status is requested for the Cardholder and obtain appropriate signatures for the type of Cardholder access being requested.

Account Change Requests

  • Check the Change box and input the Cardholder Account Number, Cardholder Name and CSU Employee ID number.
  • Input only the fields that pertain to the change requested.
  • Obtain Approver signature and send to the PCard Help Desk.

Delete Cardholder Account Requests

  • Check the Delete box.
  • Input the Cardholder Account Number, Cardholder Name and CSU Employee ID number.
  • Obtain Approver signature and send to the PCard Help Desk.