About your card:

• Express Card overview
• Cardholder responsibilities
• Reasons your card may be declined
• Account alerts for fraudulent activity

About purchases:

• Common purchases and restrictions
• Purchasing goods from foreign vendors
• Restricted purchases
• Sales and use tax information
• Transaction sample reviews

How to:

• Become a cardholder
• Activate your card
• Acquire a copy of a credit slip
• Exchange or return a purchase
• File a dispute
• Make a purchase
• Renew an expired card
• Report a lost or stolen card

Resources:

• Cardholder orientation tutorial
• Information on goods and services
• Quick reference guide for cardholders
• ECManager Use Tax Corrections form (Excel)
  (U.S. Bank after June 1, 2004)
• EPIC Statement
  (Bank One prior to June 1, 2004)

Essential information:

• Express Card overview
• ECManager overview
• ECManager tool (authorization required)
• Express Card: About ECManager Redistribution Account Codes
• ECManager redistribution account codes (PDF)
• Express Card Connection Spring 2008 Newsletter (PDF)
• Express Card process (diagram)

• Administrator responsibilities
• Program roles
• Departmental readiness checklist
• Responsible buying practices
• Sales and use tax information

• Express Card Survey (PDF)

Forms:

• Cardholder Account Form (PDF)
• Cardholder Agreement (PDF)
• Department Administrator Authorization (PDF)
• Dispute Form (Word file)

How to:

• Get started using the Express Card program
• Become an Express Card Department Administrator
• Acquire a copy of a credit slip
• Add an additional card to a cardholder
• Add a new card
• Assign administrative support role
• Assign transaction reviewer role
• Assign a transaction reviewer to a card
• Cancel a card
• Change card or cardholder information
• Change index and/or account codes
• Reassign a transaction reviewer
• Review transactions
• Split transactions equally between indexes and account codes
• Split transactions unequally between indexes and account codes
• Unassign a transaction reviewer from a card
• View card details
• View or edit role assignments

Training demos:

• Roles Management
• Card Management
• Redistribution

Reports:

• Cardholder query
• Transaction history query

• Responsible buying practices
• Purchasing Conduct and Ethics
• UC Business and Finance Bulletin BUS43
• FAR Provisions (for federally funded contracts)

• Susan Maciel, Express Card Coordinator, (858) 534-6535
• Zsuzsa Morgan, Card Management, (858) 534-4620
• Michele Del Signore, Express Card Program Manager, (858) 534-2353
• Express Card Program Team
• U.S. Bank customer service: (800) 344-5696
• U.S. Bank fraud department: (866) 540-9904