Local Union Credit Cards Proper Use Statement

1. I understand that the Local Union Credit Card, which has been issued to me, is to be used ONLY for official, authorized Union expenses.

2. I understand that my Local Union Credit Card is not to be used for any personal expenses or purchases. This includes personal meals, transportation and purchases at stores or through catalogues.

3. I understand that my Local Union Credit Card is not to be used to pay for any expenses associated with a personal vacation or trip. If I am away on Union business and choose to stay extra days, I will make other payment arrangements for the extra days.

4. I understand that I cannot use my Local Union Credit Card to pay for personal expenses, even if I promise to repay the Local promptly when the statement arrives.

I have read the four items above and agree to abide by them when using the Local Union Credit Card. I understand that I hold a position of trust in relation to the Union and its members as stated in the Labor-Management Reporting and Disclosure Act (LMRDA) and that I am required by law and the CWA Constitution to hold the Union’s money and property solely for the benefit of the Union and its members.

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Print your name and Local Position

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Signature Date

Monthly Credit Card Expense Report

The use of Local Union credit cards does not necessarily provide for an "accountable" business expense plan under the IRS guidelines. When a plan is not "accountable," disbursements made under that plan must be included on the employees’ W-2 Form as reportable, taxable income.

The Monthly Credit Card Expense Report form will assist you in ensuring that the Local’s business expense plan is accountable under IRS guidelines. The form should be used by each Officer submitting expenses for payment to the credit card company. The form will accompany the monthly statement, and should be reviewed by those Local Officers responsible for reviewing all credit card activity for the Local.