Merchant Forms and Policies

Policy documents and change/registration forms for UWSP Merchants accepting credit cards: 

Merchant Account - How to Open

Accepting credit cards requires you to first complete the following before an account may be opened:

  • (1)    Review the UWSP Merchant Requirements (see below).

  • (2)    Review the Merchant Coordinator Responsibilities (bottom section on How to Start Accepting Credit Cards)

  • (3)    Contact PCIteam@uwsp.edu with an initial statement of interest and to discuss next steps.

To learn more about processing options, please see some preliminary information on the page: How to Start Accepting Credit Cards.

Merchant Requirements - Outlines the responsibilities involved in holding a Merchant account 

Steps for yearly review

  • (1) Credit Card Merchant Coordinator must complete an annual review. The annual review will include:

    • (a)    PCI DSS Self-Assessment Questionnaire (SAQ-A or SAQ-P2PE, will be provided, in your Teams Merchant folder, once created.)

    • (b)    Verification of current business plan and card handling procedures.  If there are any changes, complete the Merchant Account Change form.

    • (c)     Review of device and staff lists for credit card processing.

    • (d)    Confirm software inventory and list of devices with their location is up-to-date and is periodically inspected for tampering.

    • (e)    Current list of employees with access to CHD – ensure list reflects the most current access needed and granted.

  • (2) Reconciliation of Funds

Submit the PCI DSS Self-Assessment Questionnaire 

  • (1)    PCI Team will review Questionnaire and notify Merchant if any additional steps are required.