Open an In-Person Account (Card Present)

Open an in-Person Account (Card Present)

Complete the steps below.

 

1)  Complete the Merchant Questionnaire and Checklist

As specified in the Merchant Questionnaire and Checklist, make sure to have each of the following completed and ready to attach to your Service Now request PRIOR to logging into Service Now to submit your request.

Merchant Security Review

Elavon New Merchant Request

Departmental Process & Procedures for Reconciliation (SAMPLE)

PCI Training Certficates (for each departmental role) (LINK TO COMPLETE TRAINING)

2)  Log into Service Now. 

You will first be asked to authenticate your UNI and password. After authentication, the Merchant Account Request page will appear as below.

 

 

3) Read the guidelines at the top of the page carefully. Then begin completing the form under the "Contact Information" section.

4) From the drop-down menu under "Type of Request," choose "Open New Merchant Account."

 

 

5) In the list of checkboxes under "General Information," choose "In Person (Card-Present)."

 

 

6)  Complete the rest of the request form.

7)  When you are finished, click the blue "Order Now" button at the bottom of the page:

 

 

8) Find out what you can expect next in the request process.