- All Departments
- Accounts Payable
- ARC / Systems
- Capital Asset Accounting
- Cash Management
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- 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.
|DEVICE INSPECTION FORM||
CU Merchants are required to inpect their devices used for credit card processing on a regular basis. Use this form to log device inspections on a monthly basis.
|DEVICE INVENTORY LOG||
This document helps 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. Such devices may be terminals, PIN pads, computers and servers.
Review this Inventory List and update as necessary on a quarterly basis.
|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 AND CHECKLIST||
Prior to beginning a Service Request via https://columbia.service-now.com/, use this Questionnaire &
Checklist to ensure you have met all requirements and have completed any outside forms that you may be
required to attach to your Service Request. Please refer to the online content found on the Finance Gateway
for additional information.
|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. Whether new or existing, ALL Merchants must have a completed Security Review Form on file with the Office of the Treasurer.
|MONTHLY PCI DSS CHECKLIST||
Complete this checklist each month as part of your Departmental Process and Procedures. Keep completed checklists on file for a minimum of two years to assist with meeting your PCI Compliance Requirements.
|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.