Prepaid Debit Cards for Students and Third-Parties

This program may be used for various purposes for students and other non-employees, anyone with a current paid appointment is not eligible:

State and Research Funding (Sponsored (with approval) and Non-Sponsored) can be used for this program.

To apply provide the below requested information to the card programs team.

1. Details as to what these payments are for (i.e. Survey participant, Volunteering) and how it corresponds to the allowable use of funds and the Gifts, Prizes and awards policy
2. IFR (State) or Research Foundation Account Number (Sponsored or Non-Sponsored)
3. Total  amount of Funding requested
4. Names of individuals who need cards issued to them
5. Address to be assigned to the cards – This may be the individual’s home address or a main departmental address
6. A list of the funding to be applied to each of the cards ( this step can be repeated each month once the users have cards registered to them)

•  Dates of Travel (itinerary)
  
• City stayed in (Logged in)
• Will any group meals be provided? (i.e. a copy of the agenda can be provided for this)

• UB Account to pull the funding from (State IFR or Research Account can be used)
• Student Full name
• Address – This can be the students local address or the departments address

1. Copy of paid lodging receipt
2. Copy of Agenda

After submitting the form, the information will be reviewed by Financial Management staff and the following steps will take place:

1. Financial Management will work to process the funds transfer from your account to the program.
   
2. Financial Management Staff will register and load the cards for you.
   
3. Financial Management staff will contact you once your card is loaded to schedule a time to come and pick up cards (photo ID required).
   

 There are mutiple reports avaliable to assist with the reconcilation process within the application:

• Account Reconciliation Report : Provides a high level summary of the debits and credits within the account.
• Card Account Detailed Report: This report provides detailed information related to the cards associated with the account. It shows registered card total and detailed information on registered cards such as Card account number, card id number (actual card number), name, address, registration date, employee id number (PTA account number).
• Card Load Report: This report provides detailed information on card loads; total number of loads, total value of loads, name, employee id, load date, etc.