This form is used to request formal approval for transactions or account changes that fall outside of standard University card policies. Exceptions must be justified by a clear business or academic need and should be submitted for approval prior to the purchase.

Use this form to request authorization for:

Limit Increases: Temporary or permanent spending authority above the standard University maximum caps.

Merchant Category Codes (MCC): Unblocking restricted vendor types to allow for specific departmental needs.

Disallowed Items: One-time approval to purchase goods or services typically restricted by policy.

Used Equipment: Authorization to purchase pre-owned machinery or tools from non-contracted vendors.

Emergencies: Expedited requests for critical spending during unforeseen circumstances or campus crises.

Other: Any other unique transaction requiring a deviation from established procurement procedures.

Submission Note: Ensure all departmental approvals are attached. Requests are reviewed based on policy compliance and institutional necessity.

Use this form to report any suspected or confirmed unauthorized use of a University card that does not qualify as third-party fraud.

This form is a formal document used to substantiate a transaction when the original itemized receipt or invoice has been lost, misplaced, or is unobtainable from the merchant. Because University policy and auditing standards require proof of purchase for every transaction, this form serves as a legal substitute for the missing documentation.