Merchant Timeline
Step 1 | PCI Compliance
All financial transactions processed by the University of Washington are required to be in compliance with the Payment Card Industry (PCI) Data Security Standards (DSS). To become a new credit card merchant, you are required to review the below statements:
- PCI Training
- PCI Compliance requirements
- OMS Policies, Standards, and Guidance
- Third-Party Service Providers Standard and Guidance
Step 2 | Review Fee Structure
Credit card processing fees include internal merchant and external processor fees. The fee structure page shows what fees your department/school will be charged when you begin accepting credit card payments.
Step 3 | Become a Credit Card Merchant
- Review the OMS Becoming a Merchant Guidance
- Complete the Merchant Account Application
- Allow up to 6-8 weeks for the Merchant Application to be processed
Step 4 | Open a ClientLine Account
When the Merchant Application is complete, you will need to utilize your Merchant ID to create a ClientLine account. There, you will be able to view your credit card transactions and monthly statements.
Step 5 | Subscribe to the UW Merchant Services Digest
Subscribe to our PCI Merchant Services Digest to receive important updates on credit card compliance, new product lines, and upcoming power hour presentations.
Please contact us at pcihelp@uw.edu with any questions.