Cardholders are required to maintain accurate records and reconcile charges on a monthly basis through Bank of America Works. Keep these records for a minimum of three years in the cardholder’s department or ten years if charging sponsored research funds. These are departmental records and will also be used for Fund/Org reconciliations.
P-Card Maintenance Form
Use the P-Card Maintenance Form to make a change to a cardholder’s profile including approver changes, limit increases, restriction lifts (such as Food and Beverage/F&B), or to close an account.
Lost or Stolen P-Card
The cardholder must also notify the P-Card Administrator to have a new card generated.