OnBase Commercial Card Request Forms Instructions

Open OnBase and sign in using your credentials.

• Click on the Forms tab located in the top ribbon.
• Choose the appropriate form:
  • Cardholder Exception Request
  • Request for Change to Account

• If you’re submitting the form on behalf of someone else, make sure you have their employee ID number.
• Fill in all required fields marked with a red asterisk (*).

• In the Transaction Approver field, begin typing the approver’s last name, then press Tab or Enter.
• If multiple employees share the same last name, a drop-down list will appear—select the correct person from the list.

• Click the Submit button.
• The form will automatically route to the selected Transaction Approver for review.

Routing Details

• If you are submitting the form on behalf of another employee, it will first route to the Cardholder for their review and signature.
• After that, it will proceed to the Transaction Approver for departmental approval.
• If the request includes a permanent change to the transaction limit and/or monthly credit limit, or a shipping exception, the form will also automatically route to the Cardholder’s Dean or Division Head for additional approval once the transaction approver has approved the form.

Once all approvals are complete, the form will be sent to Card Services for final review and processing.

You will receive a notification from Card Services once your request has been approved or denied.