University PCard
Overview
Applying for a University PCard
If you would like more information on how to receive a University PCard, please review the instructions on the “FAQ” section below.
University PCard Contact Information
- PCard Administrator: Nicolle Gaillard 336.758.5998
- UBUY Helpline: 336.758.8289, Option #2
After Hours PCard Contact Information
If you need immediate assistance after normal operating hours (Monday-Friday, 8:30 a.m.-5 p.m.) contact:
- Wells Fargo Customer Service, 800.932.0036
When contacting Wells Fargo you’ll need:
- 16 digit card number
- Unique ID (last 4 digits of your WFU ID)
- Company ID (Wake Forest University)
If you need additional assistance, please contact Nicolle Gaillard in Payment Services at ngaillar@wfu.edu.
Chip and PIN Information
If you have misplaced your PIN please call Wells Fargo Customer Service at 800.932.0036. option 2,1,2
FAQ
How to Receive a University PCard
- Complete the online PCard Application (approvals are obtained electronically).
- Training is required before a PCard can be enabled for use. Applicants will receive directions for online training via email once PCard Application is approved.
- In addition to successfully completing training, you will need to submit your PCard Agreement prior to your card being activated.
- More detailed information about the University PCard Application (PDF)
Card Renewal Information
Refresher training is now required for existing cardholders who have a card with an upcoming expiration date. Please complete the online training module to ensure your University PCard remains active.
This is not a webinar, but a self-paced, online course.
- When it is time for you to take your refresher training you will receive an email with a link to the module. If you believe you are due for your training and have not received an emailed link, please reach out to Nicolle Gaillard at ngaillar@wfu.edu.
- To access the course, you either need to be on campus or logged in to the VPN if accessing from an off campus location.
- If your existing card has already expired and you have not received your new card, please email Nicolle Gaillard at ngaillar@wfu.edu.
Chip and PIN Information
Our new cards have Chip and PIN technology, which is frequently used abroad and increasingly in the US. A growing number of retailers will ask for your PIN for your transactions. Click here to view the Chip and PIN FAQ (PDF).
Wells Fargo Customer Service
Contact Number: 800.932.0036
When contacting Wells Fargo you’ll need:
- 16 digit card number
- Unique ID (last 4 digits of your WFU ID)
- Company ID (Wake Forest University)
Please contact Wells Fargo Fraud if:
- You suspect fraudulent activity on your card.
- Your card is lost/stolen. If your card is lost/stolen the bank will close your existing card and issue a new piece of plastic. Your new card will be sent to the PCard Administrator and then sent to your office via interoffice mail.
Tools
- Business Expense Receipts: Required Documentation (PDF)
- Sales & Use Tax Changes effective March 1, 2016 (PDF)
Quick Guides
- Lost or Missing Receipts (PDF)
- Meals Quick Guide (PDF)
- Sales Tax Quick Guide (PDF)
- Travel Receipts: Required Information (PDF)
- Business Purpose Quick Guide (PDF)
- Business Expense Receipts: Required Documentation (PDF)
- International Travel Regulations (PDF)
Forms
- University PCard Application
- University PCard Agreement
- University PCard Account Modification Form
- Missing Receipt Affidavit
- Research Participant Log