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  • How to Become a Cardholder

Express Card: How to Become an Express Card Cardholder

Last updated September 10, 2009 11:05:14 AM PDT
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Follow these instructions to obtain an Express Card.

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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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For more information, contact Tracey Bradley, (858) 246-0748.

Buy & Pay

Express Card

  • Overview
  • Activation
  • Account Alerts
  • Administrators
  • Cardholder Orientation Tutorial
  • Cardholder Responsibilities
  • Common Purchases & Restrictions
  • Copy of a Sales Draft
  • Exchanges or Returns
  • Filing a Dispute
  • How to Become a Cardholder
  • How to Make a Purchase
  • Purchasing Goods From Foreign Vendors
  • Quick Reference Guide for Cardholders
  • Renewal
  • Reporting a Lost or Stolen Card
  • Restricted Purchases
  • Transaction Review
  • Why It Might Be Declined

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