How to Request a Card
The Department Head identifies employees who will be issued a PCard or TCard. In order for UPAY Card Services to efficiently provide quick turn-around in the card issuance process, the following tasks must be completed by the unit.
1. Submit Card Authorization Agreement & Application Form
The PCard or TCard Authorization Agreement and Application form must be completed by the person applying for the card and the Department Card Manager (DCM). The DCM must retain the completed form while the employee has an active card and for three years after the card has been canceled.
2. Complete Required Training
Policy requires all employees requesting a PCard or TCard to complete training prior to the card being issued. The applicant must complete the course that aligns with the card they are requesting:
3. Complete Electronic Card Application
The DCM or authorized Delegate must generate an electronic application in the PCard Web Solution or TCard Solution (TCS). It is critical that the DCM ensure actions #1 and #2 are completed before proceeding to enter the application in the designated software. If tasks #1 and #2 are not complete the application cannot be processed.
Please see the Department Card Manager: Process New Applications or Department Card Manager: Request a TCard in TCS job aid for further instructions.
4. UPAY Card Services Process
UPAY Card Services accepts the Authorization Agreement and electronic application and confirms the training requirement is done. The card request is submitted to the Bank and the card is mailed directly to the applicant at the office address provided on the Application Information form.