| What to do |
How to do it |
| 1 |
Review cardholder guidelines. |
- Review the cardholder responsibilities.
|
| 2 |
Request a card. |
- Contact your Express Card Department Administrator (ECDA) to become a cardholder.
-
ECDA accesses ECManager and creates a new account.
NOTE: If you do not know who your ECDA is, contact your business officer.
|
| 3 |
Receive and review the automated e-mail. |
- Receive an automated e-mail.
- The Express Card Program Team sends an automated e-mail to the cardholder with further instructions.
- Review the e-mail for information on required cardholder training.
|
| 4 |
Complete cardholder training. |
- Click on the link in the e-mail to Enrollment Central to access the Web-based orientation.
- Complete the orientation.
- Cardholder orientation can be completed in about 40 minutes from any computer with Internet access.
- Complete the self-assessment at the end of the orientation.
- A score of 80% or better is required.
- Click Exit the Course to send your results to Enrollment Central.
-
If you have successfully completed the orientation, the course will appear on your Enrollment Central training history. You will also receive an e-mail that verifies your completion of the orientation.
Note: Express Cards are not issued solely on the basis of passing cardholder orientation.
|
| 5 |
Complete the agreement.
|
- Download the cardholder agreement.
- Sign and date the agreement.
- Acquire signatures from your:
- Supervisor
- Department business officer
|
| 6 |
Submit the agreement. |
- Submit the completed agreement to your Express Card Department Administrator (ECDA).
- ECDA forwards completed agreement to ECPT Mail Code 0955.
Note: You must complete Steps 1–6 in order to receive an Express Card.
|
| 7 |
Receive your Express Card. |
- You will receive your card from your ECDA in approximately two weeks.
|
| 8 |
Activate your card. |
- Contact U.S. Bank by phoning the number that appears on the sticker located on the front of your card.
- Follow the prompts to activate your card.
- When prompted for your Social Security number, provide your UCSD employee ID number.
|
| 9 |
Sign your card. |
- Sign the back of your card on the space provided.
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