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How do I fill this out?

To fill out the Travel & Expense Card Application, start by completing the required fields with your personal and departmental information. Ensure you agree to the terms and conditions stated in the Accountholder Agreement. Finally, submit the signed form to your Access Request Coordinator.

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How to fill out the UNC Finance and Budget Travel & Expense Card Application?

  1. 1

    Complete personal information fields.

  2. 2

    Fill in departmental information.

  3. 3

    Agree to terms and conditions.

  4. 4

    Sign the form.

  5. 5

    Submit to Access Request Coordinator.

Who needs the UNC Finance and Budget Travel & Expense Card Application?

  1. 1

    University employees who need to make travel-related purchases.

  2. 2

    Department managers approving T&E Card applications.

  3. 3

    Access Request Coordinators processing the forms.

  4. 4

    Financial officers monitoring department budgets.

  5. 5

    Employees transferring between departments who need to update their T&E Card information.

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What are the instructions for submitting this form?

Submit the completed and signed form to your Access Request Coordinator (ARC) for submission to the Travel Card Office. For assistance, contact the Travel Card Office at travelcard@unc.edu. Be sure to include all required information and signatures before submission.

What are the important dates for this form in 2024 and 2025?

Ensure to submit your T&E Card Application at the outset of the fiscal year or when required for departmental budgeting cycles in 2024 and 2025.

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What is the purpose of this form?

The purpose of this form is to facilitate the issuance of a Travel & Expense Card to employees of the University of North Carolina at Chapel Hill. The T&E Card is a valuable tool for authorized purchases related to university travel and expenses. This application ensures that all necessary information is provided and that the cardholder agrees to the terms and conditions set by the university.

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Tell me about this form and its components and fields line-by-line.

The Travel & Expense Card Application form has several fields that need to be filled out accurately.
fields
  • 1. Accountholder Name: Enter the full name of the person applying for the card.
  • 2. PID: Provide your PID number for identification.
  • 3. Department Number: Enter your department's unique identification number.
  • 4. UNCCH Email Address: Provide your official university email address.
  • 5. Campus Mailing Address: Enter your campus mailing address where you can receive correspondence.
  • 6. Business Phone: Provide your business contact number.
  • 7. Monthly Credit Limit: Select the desired monthly credit limit from the dropdown options.
  • 8. Accountholder Signature: Sign to agree to the terms and conditions.
  • 9. Department Approver Name: Enter the name of the department approver.
  • 10. Department Approver Email Address: Provide the email address of the department approver.
  • 11. Business Manager/Department Head Signature: Signature for departmental approval.

What happens if I fail to submit this form?

Failure to submit this form may result in delays or denial of a Travel & Expense Card.

  • Delay in Card Issuance: Not submitting the form on time may delay the issuance of your T&E Card.
  • Denial of Card Privileges: Failure to submit the form may result in denial of card privileges or the ability to make authorized purchases.

How do I know when to use this form?

Use this form when you need to apply for a Travel & Expense Card at UNC Chapel Hill.
fields
  • 1. New T&E Card Application: For first-time applicants for the Travel & Expense Card.
  • 2. Renewal of T&E Card: When renewing your existing Travel & Expense Card.
  • 3. Department Transfer: Applying for approval after transferring to a new department.
  • 4. Lost or Stolen Card: Reporting and applying for a new card if it was lost or stolen.
  • 5. Update Card Information: When there is a need to update or correct cardholder information.

Frequently Asked Question

How do I fill out the Travel & Expense Card Application?

To fill out the application, complete all required fields, agree to the terms and conditions, sign the form, and submit it to your Access Request Coordinator.

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Yes, you can share the completed form via email or generate a shareable link using PrintFriendly's sharing options.

What should I do if I lose my T&E Card?

Notify Bank of America and the Travel Card Office immediately if your T&E Card is lost or stolen.

Who needs to approve my T&E Card Application?

Your Department Approver and Business Manager/Department Head need to approve the application.

Where do I submit the completed form?

Submit the completed and signed form to your Access Request Coordinator for processing.

Can I save my progress while filling out the form?

Yes, PrintFriendly allows you to save your progress while editing the PDF.

How do I update my T&E Card information if I transfer departments?

Notify the Travel Card Office and seek approval from your new Business Manager or Department Head.

What are the consequences of misusing the T&E Card?

Misuse of the T&E Card can lead to revocation of card privileges and other disciplinary actions.

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UNC Finance and Budget Travel & Expense Card Application

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