Bank of America Works Program

 Pre-Approval Process & Forms

Campus Community,

We have been tasked with carefully reviewing our budgets and reducing our expenses due to the financial impact of the COVID-19 pandemic.

Effective immediately and until further notice, Divisional Executives/Cabinet members will assume oversight of all spending, including purchases made with University Pcards. Therefore, pre-approval will be required for all Pcard purchases. The link to the Pre-Approval form is below:

Department Pre-Purchase Approval Online form

How to Complete the Pre-Purchase Approval Form 

Pcard Approval Process Flowchart

The Pcard application link is below:

Pcard Application (PDF file)

The form accessed below is the Pcard distribution form that is completed and signed when the Pcard is disbursed. It is attached for your reference

Pcard distribution form

BOA Works User Agreement

 Guidelines & Training

The University Pcard guideline will provide information for use of the Pcard.

Pcard Reference Guide

Visa Guide to Benefits

A Chrome River pre-approval report must be submitted for ALL Chartwells requests.

Chartwells Catertrax

Training document for Accountholders

Approving Transactions in WORKS

Running Reports

Report on Batch Status

Report on Signoff History

How to Check Your Available Balance

If you have questions, please contact Mary Hughes.


Plant Purchase Request Form is to be used for submission of prior to use of the Pcard; once the form is completed and submitted an email notification with the information posted will be sent automatically to John Fritsch.

Once you receive approval for the purchase; place the order.  It is recommended this approval be posted as a document in WORKS.

Plant Grid review for handling of transactions

Plant Guideline is a resource for information on use of the Pcard program for Plant.

Training document on Template accountholder for WORKS

 Account Information

Tax Exemption: Stockton University is an agency of the State of New Jersey.  Therefore, we are exempt from state sales/use tax. Please remember to receive your merchandise exempt from tax, if tax is charged, contact the vendor for credit of the tax.

ST5 Exemption letter

Tax exemption letter on Stockton University letterhead

L.L. Bean tax exempt card

Amazon tax exempt certificate

International travel notification: to prevent issues with the use of the credit card on international trips, it is requested to contact Bank of America for notification with dates of travel and destination, you may be requested to provide account specifics for proof of accountholder. International travel typically requires the PIN number

BOA fraud number for international travel notification: 866-500-8262

Disputed charges: Disputes must be reported to Bank of America within 60 days of the original transaction or the charge will stand.  As reported by BOA a vendor is aware of this timeframe and may stall until after the 60 days. If you have an issue, please contact the vendor immediately and allow the vendor to rectify the problem. However, we must be vigilant if an issue occurs with your order to prevent the passing of 60 days.


 Contact Us

For information on the Pcard program contact: Mary Hughes;  or Regina Rosenello

Pcards are available for pick up from Administration and Finance, please see the reception area staff between the hours of 8AM to 4PM location: N-Wing main entrance area.

If you need to order a card, the application is located under the forms tab

In the event of a lost/stolen card contact Bank of America immediately

Bank of America Customer Service  Phone: 888.449.2273 open 24 hours

Bank of America Report Fraud: Phone: 866.500.8262 open 24 hours