University of Minnesota  Procedure

Change in University Corporate Card Status

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Questions?

Please use the contact section in the governing policy.

Purpose

This section provides instructions for requesting changes to a University corporate card. All communication should include the cardholder's name and employee ID.

The procedures below have two options for communicating with Purchasing Services. 

  • Email option: should be used for units that have not transitioned to working with FinOps
  • Service request: should be used for units that have transitioned to working with FinOps

Lost or Stolen

  • The cardholder contacts the issuing bank immediately.
    • Available 24 hours a day at 1-800-344-5696 to cancel the card.
  • Provide details on account information and the last authorized transaction to bank customer service.
    • A new card will be sent to the billing address for the cardholder within seven to ten business days.
  • Notify your Department Card Administrator and Purchasing Services via email at [email protected] or submit a service request about changes to the account.
  • Receive replacement card.

Changes - Roles, Limits, Names, etc.

  • The Department Card Administrator sends an email to Purchasing Services at [email protected] or submits a service request for the following change requests:
    • Default ChartField string
    • Department Address
    • Cardholder Names
    • Transaction limits (changing limits is restricted; not all requests will be approved)

Malfunctioning Card

Cardholder transferring units

  • Procurement Card
    • The Department Card Administrator emails Purchasing Services at [email protected] or submits a service request.
      • Existing cards will be canceled and destroyed.
      • If the cardholder is required to have a card in their new position a new application is required.
    • Travel & Expense Card
      • Cardholders contact their Department Card Administrators for their current department and the new department to have the card transferred.
      • The new department’s DCA provides the address and default chartstring by sending an email to Purchasing Services at [email protected] or submitting a service request.

Suspension

  • The Department Card Administrator sends an email to Purchasing Services at [email protected] or submits a service request and provides the date the suspension should start.
    • To remove the suspension, the Department Card Administrator sends an email to Purchasing Services at [email protected] or submits a service request to request the removal.

Termination or Cancellation

  • Cardholders verify all existing transactions have been processed and approved, then contact their Department Card Administrator and destroy the card.
  • The Department Card Administrator sends an email to Purchasing Services at [email protected] or submits a service request and provides:
    • Last day of employment
    • Date the account should be closed