Payment Card Acceptance Forms and Resources
In accordance with Financial Procedures Manual Section 4125.100, all payment card activity at James Madison University must be approved by the Assistance Vice President for Finance prior to implementation. It is the policy of James Madison University to fully comply with the Payment Card Industry Data Security Standards (PCI DSS) as implemented by the PCI Security Standards Council. Thus, we require each department on campus that accepts payment cards to submit the following documentation to the University Business Office:
Annual Payment Card Training
All JMU Faculty, Staff, and Student Employees who accept payment cards on behalf of James Madison University are required to attend initial training upon new hire and annually thereafter. It is the Merchant Head's resposibility to contact the University Business Office at 540-568-6505 to set up initial training upon new hire. Merchant Heads will be notified by the University Business Office when all departmental members must complete annual online training.
For more information on regarding which training you should take please visit our PCI home page.
This form is required when requesting new access or deleting current access for employees to First National Merchant Solutions' or American Express' online transaction website. It is the responsibility of the department to notify the University Business Office via this form when an employee with online access has left the department. Submit completed form to the University Business Office at MSC 3516.
Employee Request for Online Payment Card Website Access
This agreement is required to be reviewed by the Merchant (Department) each fiscal year. The last page must be signed by the Department Head and submitted each fiscal year to the University Business Office at MSC 3516. The agreement will be provided to all campus merchants at the beginning of each fiscal year.
This form, along with the approved Business Activity Synopsis, is required to request approval to begin accepting payment cards as a form of payment in your department for the first time. As stated in the Financial Procedures Manual Section 4125 "Payment Cards," all payment card activity must first be approved by the Assistant Vice President for Finance. Submit completed form to the University Business Office at MSC 3516.
New Merchant Setup Request
This form is required when requesting permission to change any type of your pre-approved business activities within your department for which cards are accepted. Submit completed form to the University Business Office at MSC 3516.
Payment Card Change Request
This document outlines the processes in which your department will be charged for merchant fees based on the types of payment cards you choose to accept.
Payment Card Merchant Fee Processing
This form, along with approval to collect funds from the Assistant Vice President for Finance is required for a department to request approval for temporary use of a wireless Payment Card Terminal. Submit completed form to the University Business Office at MSC 3516.
Request for Temporary Payment Card Terminal
This agreement is required to be signed by the employee and the Merchant or Department Head. By signing this agreement, the employee acknowledges that he/she will come in contact with sensitive payment card data and security standards must be followed in conjunction with this data. This agreement only needs to be submitted once by the employee at the time of hiring. Submit completed form to the University Business Office at MSC 3516.
Staff Terms of Agreement
Criminal Records Report/Background Check
- Full- Time Staff Criminal Records Report/Background Check
- Student Employee Criminal Records Report/Background Check
- Collection of Retail Sales and Use Tax – This document describes when the university department should collect sales tax and the procedure for doing so.
- Payment Card Industry Data Security Standards (PCI DSS)
- Financial Procedures Manual Section 4125: Payment Card
- University Policy 4501: University and Affiliated Business
- University Policy 1210: E–Commerce