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

                       - Signature of the cardholder and the Financial Unit Approver

                       - Cardholder phone number and UCpath ID number

Next Steps

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

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

  4. In Payment Product Type, select Travel & Entertainment Card.

  5. For the Request Name, enter the applicant’s name; last name, first name.

  6. Fill out your Department Financial Unit, and the Financial Unit Approver.

  7. In the Comment section, provide a department contact or your assistant's name and if expedited processing is necessary, indicate that in the Comment section.
    1.  If the card needs to be shipped to an alternate address, users must not include Personally Identifiable Information (PII) 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 your department Mail Code. This Mail Code is where the new card will be shipped.
    1. Cards must have a UCSD address as the account address.
  12.  In the Detailed business purpose for this request field, enter the business purpose for applying for the T&E card and then press Save
  13. To add 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.  Missing any of this required information will cause processing delays.
  14.  To submit the request, select Submit Request and then Accept and Submit.

  15. The request will be routed to the Financial Unit approver then routed to the Travel & Entertainment Card team for final review.
  16. 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.