University PCard Application - Financial Services

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

"*" indicates required fields

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

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

Please select your employment status from the following options:*

Part-time employee

Temporary employee

Temporary Employee End Date

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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Phone

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