University PCard Application | Financial Services

Wake Forest University PCard Application

If you should have questions as you are completing this form, please contact procure@nullwfu.edu or call 336.758.UBUY (8289) and select option 2.

Cardholder Name*

First

Last
Wake Forest Employee ID #*
The number that appears on your WFU ID Badge.
Cost Center Name (Department Name)*
Cost Center Number (Departmental Budget Code)*
Name of Your Approver*
Approver is listed in Workday as Manager. (can not be yourself)
Approver Email
The email address of the person who will approve the issuance of your credit card.
Billing Address*

Departmental PO Box is preferred

City

State

ZIP Code
Would you like to receive alerts from Wells Fargo?*
Mobile and email alerts are optional features. Opting in is not required.

Alerts will include: available balance, declined transactions, and potential fraud.
- Yes – Text & Email
- No
Please enter your mobile phone number to receive alerts from Wells Fargo.*
Your carrier’s message and data rates may apply.
Wake Forest e-mail Address*
Are you a full time employee?*
- Yes
- No
Please select your employment status from the following options:*
- Part-time employee
- Temporary employee
Temporary Employee End Date

MM slash DD slash YYYY
As a temporary or part-time employee of Wake Forest University, I agree to notify Human Resources before my termination and to meet with a representative from Human Resources before leaving the University. I will submit all receipts and documentation for all credit card transactions to Accounts Payable before my termination date.*
This field serves as your digital signature.
Check the box with the appropriate spending strategy that will be attached to your University Credit Card:*
Note that Choice 1, $5,000 Monthly / $2,500 Single Transaction is the University standard spending strategy.
- $5,000 Monthly Spending Limit / $2,500 Single Transaction Limit
- $10,000 Monthly Spending Limit / $2,500 Single Transaction Limit
- Customized Spending Strategy
Customized Spending Strategy Narrative*
Please provide more detail for requesting a higher limit.
Monthly Spending Limit*
Single Transaction Limit*
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Comments

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Wake Forest University PCard Application

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