How to Request a New Travel & Entertainment Card


The article outlines the process of applying for a Travel and Entertainment Card. It provides a step-by-step guide on the application procedure, offering essential information on the required steps and documentation. This resource aims to assist individuals in efficiently navigating the application process for a Travel and Entertainment Card.


Essential Information

Next Steps

  1. Log into Concur using your Single Sign-On.
  2. Click on the Start a Requests module towards the top of the page.

  3. In the Request Header, in Request Type, select Card & Payment Products Request, this action updates the Card & Payment Products form.

  4. In Payment Product Type, select UCSD Travel and Entertainment Card.

  5. For the Request Name, verify the applicant’s name is entered; last name, first name.

  6. Fill out your Department Chart of Account information: Fund, Financial Unit, Approver, Function.

  7. In the Business Purpose/Additional Information section, provide the department contact or your assistant's name and if expedited processing is necessary, indicate that in the Comment section.
    1.  Users must not include Personally Identifiable Information such as a home address in the concur request, instead, provide the shipping address by submitting a ticket.

  8.  Select Create Request.

  9. In the Expected Expenses section, select Add.

  10. In the pop-up, select New Card.

  11. In the MC field, enter the Mail Code the card should be sent to and click Save.
    1. Cards must be sent to a campus address.

  12. To add any required attachments, including the Travel & Entertainment Cardholder Agreement , select the Attachments button, then select Attach Documents. 
    1. The completed agreement form must be Fully Completed, Signed and must include a Telephone Number.

  13.  To submit the request, select Submit Request and then Accept and Submit.

  14. The request will be routed to the Financial Unit approver then routed to the Travel & Entertainment Card team for final review.
  15. On receipt and approval of the application by the Travel & Entertainment Card team, it takes approximately two weeks until the card is received at the campus address.

Supplemental Guides


If you need any additional assistance, please submit a ticket here or call the IPPS Help Desk at (858) 534-9494.