- All Departments
- Accounts Payable
- ARC / Systems
- Capital Asset Accounting
- Cash Management
- Controller / GL
- Insurance & Risk Management
- Global Support
- Management & Budget
- Payroll / PAC
- Procurement Services
- Research Policy / Indirect Costs
- Sponsored Projects Finance
- Vendor Management
Forms Library Key
- Link to Form
- Service Now
- HTML Form
|Form Title||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.
|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.
|Device Inspection Form||
Use this form to complete your required inspections of your credit card processing devices.
|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.
|Finance Service Center Incident Request||
GET HELP from the Finance Service Center - for internal customers.
|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.
|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.
|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:
|International Bank Account Funding Request Form||
Form required when Schools/Departments submit requests for funding wires to international operations.
|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.
|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.
|MONTHLY PCI DSS CHECKLIST||
Complete this form monthly to maintain PCI Compliance.
|Request to Update Existing Elavon Account||
Use this Form to make updates to Elavon Merchant Accounts.
|Request to Update Existing Global Payments Account||
Use this form to make updates to existing Global Payments Merchant Accounts.
|Wire Transfer Template||
Use this form to properly credit your bank account.