Forms

Search for forms by category under the section heading or search by keyword. CWL log in is required for some forms.

To ensure you are using the current version of a form, do not download and store forms on your hard drive for future use. Visit this page for the latest version when needed. 

PCI DSS Form - SAQ B-IP
This form is for merchants using only standalone, PTS approved payment terminals with an IP (or wireless) connection to the payment processor.
Download file
PCI DSS Form - SAQ C
This form is for merchants with payment application systems connected to the Internet.
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PCI DSS Form - SAQ C VT
Use this form if you are a merchant and manually enter a single transaction at a time via a keyboard into an Internet-based virtual terminal solution provided and hosted by a PCI compliant service provider.
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PCI DSS Form - SAQ D
This form is for merchants storing cardholder data and all merchants not included in descriptoins for SAQ A, A-EP, B, B-IP and C.
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PO Exemption Matrix
Fill out the exemption justification form if your purchase exceeds $3,500 CAD but may be exempted from purchase order requirements.
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Quote Request for Meetings and Events
Use this template when organizing meetings and or events off campus.
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Refund Reconciliation Log
Use this sample log for documenting and reconciling refunds processed by the merchant department.
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Request for New Merchant Account/POS Device
Use this form to request new merchant account, HSBC virtual account, new, additional or replacement POS devices.
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Request to Cancel Merchant Account/Return Equipment
Use this form to close a merchant account and/or return POS device.
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Sales Receipt
Use this form to record receipts of funds for your surplus material or equipment.
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