Name Changes Name change requests by a cardholder must be validated against a legal document before the name change can be processed. Program Administrators can receive an alert from their Human Resources Department stating they have verified the documentation and the name has officially been changed (e.g., Social Security Card). Maintain documentation as to the verification with the Human Resource Department in case there are questions at a later date. To change the name, you can go online using Works, Bank of online system to request a new card. America’s Cardholder Contact the agency Program Administrator when changes need to be made to existing Information purchasing cards. If a new purchasing card needs to be issued, the cardholder should Changes receive the replacement card via US Mail. Rush ordering is available, but Bank of America must be contacted first in order to provide a FedEx delivery address. Foreign VISA will automatically impose a 1% Foreign Transaction fee on any charges which Transaction are processed outside of the United States. This fee is in addition to any currency Fee conversion fees. Please inform your cardholders of this fee. Documentation regarding this fee is sent with each new card. If you need additional information regarding this fee, please contact Charge DOA’s Card Administration Team at or (804) 786-0874. Card Upon receipt of a new card application, the Program Administrator can apply for Application cards using Bank of Works system. America’s Purchase cards are delivered via US Mail whether they go to the Program Administrator or the cardholder unless rush delivery is requested. If rush delivery is required, the Program Administrator must indicate that at the time of application approval by entering a 0 instead of a 1 for the number (#) of cards. BOA Customer Service must also be contacted to request rush delivery and to provide a FedEx delivery address for signature. Rush delivery must go to the cardholder it cannot go to the PA. – Ensure that if a card ordered is not received in 7 business days, it is cancelled for security reasons, and request a new one to protect against possible mail theft. You will then need to research to ascertain a possible reason for non-delivery – i.e., address incorrect. Continued on next page , Continued
Name Changes Name change requests by a cardholder must be validated against a legal document before the name change can be processed. Program Administrators can receive an alert from their Human Resources Department stating they have verified the documentation and the name has officially been changed (e.g., Social Security Card). Maintain documentation as to the verification with the Human Resource Department in case there are questions at a later date. To change the name, you can go online using Works, Bank of America’s online system to request a new card. Cardholder Information Changes Contact the agency Program Administrator when changes need to be made to existing purchasing cards. If a new purchasing card needs to be issued, the cardholder should receive the replacement card via US Mail. Rush ordering is available, but Bank of America must be contacted first in order to provide a FedEx delivery address. Foreign Transaction Fee VISA will automatically impose a 1% Foreign Transaction fee on any charges which are processed outside of the United States. This fee is in addition to any currency conversion fees. Please inform your cardholders of this fee. Documentation regarding this fee is sent with each new card. If you need additional information regarding this fee, please contact DOA’s Charge Card Administration Team at or (804) 786-0874. Card Application Upon receipt of a new card application, the Program Administrator can apply for cards using Bank of America’s Works system. Purchase cards are delivered via US Mail whether they go to the Program Administrator or the cardholder unless rush delivery is requested. If rush delivery is required, the Program Administrator must indicate that at the time of application approval by entering a 0 instead of a 1 for the number (#) of cards. BOA Customer Service must also be contacted to request rush delivery and to provide a FedEx delivery address for signature. Rush delivery must go to the cardholder – it cannot go to the PA. Ensure that if a card ordered is not received in 7 business days, it is cancelled for security reasons, and request a new one to protect against possible mail theft. You will then need to research to ascertain a possible reason for non-delivery – i.e., address incorrect. Continued on next page , Continued
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