Forms Library

Form Title Purpose Last Updatedsort descending
Petty Cash Checklist 10/23/2017
Purchasing Checklist and Competitive Sourcing Form - Sponsored

This form is used to outline various suppliers and their competitive quotes/proposals when the transaction value is >$150,000.

11/02/2017
MERCHANT CONNECT USER SETUP FORM

Use this form to request access to online statements and transaction activity for ELAVON Merchant Accounts only,  Attach completed forms to your ServiceNow request.  With the Merchant Connect online tool, you can download statements, view transactions, fees and more.

11/15/2017
Check / Wire / Travel Request

For creating a Check/Wire/Travel Request form.

11/20/2017
Travel Advance forms

Paper form no longer being used. For submitting a travel advance form, please use the Check Request form to enter your information.

11/20/2017
Wire Request

For requesting a Wire Request form.  (Same form as Check Request.)

11/20/2017
Travel & Business Report Form (TBER) / Workbook (2018)

Use this TBER form for 2018 reimbursement travel related business expenses or misc. business expenses.

01/09/2018
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.
03/12/2018
GLOBAL PAYMENTS NEW MERCHANT FORM

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

05/14/2018
GLOBAL PAYMENTS NEW MERCHANT FORM

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

05/14/2018
Bank Account Request Form

Complete this form to request a bank account.

06/04/2018
International Bank Account Funding Request Form

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

06/04/2018

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