PCard Cardholder Account Form Instructions
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.