Next Steps

We will send you five forms:

Application

• This is a two-page document with a very basic questions about your organization

Member Account Agreement

• This is the legal contract to obtain your Purchasing Cards

Resolution

• This is a sample document to help you get Board or Council approval to establish a Purchasing Card program
• You are free to draft your own resolution
• If you already have a document showing the Board/Council has approved a purchasing card program, that document will suffice

Organization Set-Up Form

• This one-page form tells the Bank who is authorized to run your card program

Initial Cardholder Spreadsheet

• We recommend ordering at least five cards to start

To get started please contact us and we will send you the above five forms. Complete and return these forms to us, along with your organization's last three years' audited financial statements.