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How to Change the FOAPAL Associated with a Pro-card
Summary: Follow the steps on this page to change the index code associated with a specific pro-card.
Before terminating or changing an activity code, make sure the activity code is not associated with a pro-card. If an activity code associated with a pro-card is terminated without submitting a FOAPAL change request, the pro-card Program Administrator will not be able post the campus transaction information to FIS BANNER.
| What the Supervisor or Budget Manager does: |
How to do it: |
| 1 |
Request change to a FOAPAL by completing the UCSC Pro-card Acccount Modification or Closure Form
or
send an e-mail that includes the required information to procard@ucsc.edu. |
To use the Account Modification or Closure Form, complete these steps:
- Mark the Modify an Existing Pro-card Account box, check FOAPAL Change, and enter the
Cardholder name and account number.
- Enter the new FOAPAL information in the FOAPAL INFORMATION section of the form.
- Sign the form and forward it to the Program
Administrator via fax or mail.
Alternatively, provide the following information in an e-mail:
- Cardholder name
- 2nd embossed line (if applicable)
- new FOAPAL information
- name of person authorized to make the change
FOAPAL changes will be made in Banner within three days of receipt of information. Contact the Pro-card Administrator at procard@ucsc.edu, if an urgent situation exists. |
| 2 |
Confirm that change is correct. |
Monitor FIS Banner ledgers to verify expenditures are being charged to the correct FOAPAL. |
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Last revised: Augusst 17, 2009 (am)
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