Forms Library

Form Title Purpose Last Updatedsort descending
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
New Elavon Merchant Account Form

Complete Sections 1,4 & 7 of this form to open a new In Person (card-present) or Mail Order/Telephone Order (card-not-present) Merchant Account.

07/30/2018
NEW MERCHANT QUESTIONNAIRE & CHECKLIST

Prior to beginning a Service Request via https://columbia.service-now.com/, we recommend using 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.

08/01/2018
Purchase Order Terms and Conditions

The terms and conditions declaration that applies for all Columbia Purchase Orders.

08/23/2018

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