Get Credit Card Prequalification Questionnaire - Wayne State University

The Credit Card Prequalification Questionnaire is an essential document used by departments at Wayne State University to request authorization for accepting credit card payments. This guide provides clear steps to help you fill out the form accurately and efficiently.

Follow the steps to successfully complete the questionnaire.

1. Click ‘Get Form’ button to obtain the questionnaire and open it in the designated platform.
2. Begin by entering the requestor's name in the corresponding field. This should be the individual initiating the request for credit card processing.
3. Next, fill out the department field, indicating the specific department making the request.
4. Provide the title and name of the departmental head, ensuring this person is aware of the request.
5. Input the date when the request is being made to keep track of submission timing.
6. Describe the purpose of the request in the provided space. Be concise and specific.
7. Respond to the series of yes/no questions regarding the nature of the credit card activity and previous approvals. Provide explanations where necessary.
8. For routine activities, specify how frequently these transactions occur and provide details about the current acceptance of payments.
9. Indicate the number of annual transactions and the associated dollar amounts, as these figures are essential for understanding the business volume.
10. Clarify how and where the funds are deposited once received, ensuring to describe any current merchant accounts.
11. Discuss how payer information is collected and stored, including any physical document handling.
12. List the number of personnel working in the office responsible for processing transactions.
13. Fill out the position level and title of the person in charge of credit card processing, along with the name of the person responsible for accounting and reconciliation.
14. Indicate whether the responsible parties are bondable by answering the yes/no question.
15. Review the completed questionnaire for accuracy. Ensure all necessary signatures from the requestor and department head are included.
16. Finally, after verifying all information, print the completed questionnaire and send it to emarketrequest@lists.edu for review.

Complete your Credit Card Prequalification Questionnaire online now to facilitate your department's credit card payment processing.