As we approach the end of the calendar year, it’s time to review and update your department’s payment process documentation. Merchant Services is here to support you throughout this process.
All departments that accept payments in any form are required to maintain detailed documentation of these processes and review them annually to ensure compliance with PCI DSS regulatory standards.
- No changes this year? Simply update the Effective Date on your current documentation to reflect “2025”.
- Made changes? Please revise your documentation to include the updated process steps and identify any vendors or services that have been added or removed.
This requirement applies to all departments accepting payments through:
- E-Commerce
- Credit cards (by phone, in person, or online)
- eChecks, and Automated Clearing House (ACH) payments
- Third-party payment providers/vendors
In 2024, Merchant Services collaborated with merchant departments to create a standardized procedure document. If you need a copy, or if your department has made process or service changes and you require assistance updating your documentation, our team is available to help.
For questions or support, please contact Lourie Close, Merchant Services Coordinator at [email protected].