PURCHASING CARD (P-CARD) FORMS

 

P-Card Forms

P-Card Application Form (pdf)

A completed P-Card Application Form is required when requesting a new P-Card.

Missing Receipt Form (pdf)

The Missing Receipt Form is to be used only in exceptional circumstances when the Cardholder cannot obtain a replacement receipt from the vendor. Using the form more than twice in any fiscal year may result in violation points.

Meals and Entertainment Form (pdf)

A required form when a P-Card is used to purchase meals and entertainment related to the conduct of University business. Please refer to Policy 516 “Meals and Entertainment” for additional information.

Taxable Gifts and Awards Form for Employees

A required form when a P-Card is used to purchase gift cards for employees. Review the University’s Gifts and Awards policy, number 505 for specific policies and procedures

 

Taxable Gifts and Awards Form for Students

A required form when a P-Card is used to purchase gift cards for employees. Review the University’s Gifts and Awards policy, number 505 for specific policies and procedures

 

P-Card Transaction Form (pdf)

The use of the Transaction Form is optional. It can assist Cardholders and Card Managers track P-Card transactions and assist in reconciling both the US Bank and University monthly statements.

Additional Information Form (pdf)

The Additional Information Form is not required, but it may be used as support documentation for P-Card transactions that could be viewed as personal purchases, but were made for official University business purposes. (This form may not be used for Meals or Entertainment – see Policy 516.)

Related University Policies

Review these policies to ensure compliance when using P-Cards to pay for employee gifts and awards (including flowers and plants), and meals and entertainment.

Policy 505 – Employee Gifts and Awards (pdf)

Policy 516 – Meals and Entertainment (pdf)

Helpful Links