University PCard Application | Financial Services

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*

For example, the name of your Department Head or Chair.

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 only
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.

Business Email*

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

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*

By entering my name in the field below, I understand that I will be asked to complete a cardholder agreement upon completion of training in order to use my card.*

By selecting the “Submit” button, you are signing this Application electronically. You agree your electronic signature is the legal equivalent of your manual/handwritten signature on this Application. By selecting “Submit” using any device, means or action, you consent to the legally binding terms and conditions of this Application. You further agree that your signature on this document (hereafter referred to as your “E-Signature”) is as valid as if you signed the document in writing. You also agree that no certification authority or other third party verification is necessary to validate your E-Signature, and that the lack of such certification or third party verification will not in any way affect the enforceability of your E-Signature or any resulting agreement between you and Wake Forest University. You are also confirming that you are authorized to enter into this Application. You further agree that each use of your Wake Forest University email or system(s) equates to your E-Signature and constitutes your agreement to be bound by the terms and conditions of this Application as they exist on the date of your E-Signature on this form.

Date

Personal & Career Development

Inside WFU

Financial Services

Wake Forest University PCard Application