Forms Library

Form Titlesort descending Purpose Last Updated
Bank Account Request Form

To submit a request to the Office of the Treasurer to open, change or close a University bank account.

09/11/2014
Card Processing Device Inventory Log
Use this document to satisfy PCI DSS requirements 9.9 (a) and 9.9.1 (a) by creating and maintaining a list of all equipment that has direct access to
cardholder data within a Merchant environment.
02/01/2017
Device Inspection Form

Use this form to complete your required inspections of your credit card processing devices.

02/01/2017
ELAVON NEW MERCHANT REQUEST

Complete this form to open a new In Person (card-present) or Mail Order/Telephone Order (card-not-present) Merchant Account.

02/17/2017
Finance Service Center Incident Request

GET HELP from the Finance Service Center - for internal customers.

05/07/2012
Finance Systems Security Application

To request access to Accounting and Reporting at Columbia (ARC), Financial Data Store (FDS) reporting and ARC reporting as well as other related Columbia financial systems including FFE modules. 

01/30/2016
Foreign Check Log

Log for foreign checks to be submitted to the Treasury

GLOBAL PAYMENTS NEW MERCHANT REQUEST

This form is required to open a new Global Payments Merchant Account and to use the CyberSource Payment Gateway.

02/01/2017
Identity Theft Prevention Program Initial Red Flag Incident Report

As part of the University wide Identity Theft Prevention program, this form is required for anyone seeking to report a Red Flags. The form should be used by anyone at the University in a position to identify, detect, and respond to patterns, practices, or specific activities that could indicate identity theft, including:

  • All employees who work with personally identifying information and have access to “covered accounts”
  • Student Enrollment staff
  • CUMC Privacy Officer and staff
  • Human Resources staff
  • Staff with covered accounts related to Real Estate or Facilities
  • Staff with oversight of Service Providers
  • Deans, Department Chairs, Directors of Institutes, Centers, and other University units
  • Departmental Administrators and other Departmental staff
  • Office of the General Counsel staff
  • Office of Executive Vice President For Finance Organization
10/03/2016
International Bank Account Funding Request Form

Form required when Schools/Departments submit requests for funding wires to international operations.

04/21/2016
MERCHANT QUESTIONNAIRE & CHECKLIST

Use this Checklist to ensure you have fulfilled all requirements prior to submitting requests for a New Merchant Account.or to Update an Existing Merchant Account via Service Now.

01/20/2017
Merchant Security Review Form

All CU Merchant environments must be reviewed and approved by the CUIT-PCI Security group. This review form must be completed and accompany all requests for new CU Merchant accounts. It must also be completed and submitted for approval by the CUIT-PCI Secuirty group prior to implementing any changes to an existing Merchant environment.

01/24/2017
MONTHLY PCI DSS CHECKLIST

Complete this form monthly to maintain PCI Compliance.

02/01/2017
Request to Update Existing Elavon Account

Use this Form to make updates to Elavon Merchant Accounts.

02/01/2017
Request to Update Existing Global Payments Account

Use this form to make updates to existing Global Payments Merchant Accounts.

02/01/2017
Wire Transfer Template

Use this form to properly credit your bank account.

05/23/2012