The following information is for existing Campus Payments customers ONLY. If you are not currently a Campus Payments customer, please contact
Sales or your Client Relationship Manager. The new process to complete the transition to the new payment platform is fully completed within System Settings > Payments > Payments Setup > Vendor Information.
Request Stripe Merchant Account
Once the business type is confirmed, the appropriate Stripe account will be requested, and the "Request Stripe Merchant Account" button will appear in Vendor Information.
Complete Onboarding
Once the Stripe Merchant Account has been requested, select the "Complete Onboarding" button to start the onboarding process.
Onboarding is comprised of three sections:
- Business Type
- Business Details
- Business Representative
Business Type
This screen is used to capture information about your school district. Use the following field descriptions to complete the fields on this screen. Print the page if you want to retain a copy for your records, then click Continue when you are done.
| # | Type | Description |
|---|---|---|
| 1 | Individual | If unsure, review each page: Required verification information | Stripe Documentation and Tax ID verification guidelines by business type in the US | Stripe: Help & Support |
| 2 | Company | If unsure, review each page: Required verification information | Stripe Documentation and Tax ID verification guidelines by business type in the US | Stripe: Help & Support
|
| 3 | Nonprofit organization | If unsure, review each page: Required verification information | Stripe Documentation and Tax ID verification guidelines by business type in the US | Stripe: Help & Support
|
Business Structure
For all business types other than individual, you can further classify your business by identifying it's legal (business) structure. A business structure describes the details of a business entity such as day-to-day operations, tax burdens, liability, and organizational schema.
Company
| # | Type | Description |
|---|---|---|
| 1 | Multi-member LLC | A business with multiple owners or members that's registered in a US state as a Limited Liability Company (LLC). |
| 2 | Private Corporation | A business incorporated in a US state that’s privately owned. It doesn’t have shares that are traded on a public stock exchange. It’s also called a closely-held corporation. If you’re a single-member LLC that has elected to be treated as a corporation for tax purposes, use this classification. |
| 3 | Private Partnership | A business jointly owned by two or more people that’s created through a partnership agreement. |
| 4 | Public Corporation | A business incorporated under the laws of a US state. Ownership shares of this corporation are traded on a public stock exchange. |
| 5 | Public Partnership | A business formed by a partnership agreement with one or more people, but has shares that are publicly traded on a stock exchange. |
| 6 | Single member LLC | A business entity registered with a US state as a limited liability company (LLC) and that has only one member or owner. |
| 7 | Sole Proprietorship | A business that isn’t a separate legal entity from its individual owner. |
| 8 | Unincorporated Association | A business venture of two or more people that doesn’t have a formal corporate or entity structure. |
Nonprofit
| # | Type | Description |
|---|---|---|
| 1 | Incorporated non-profit | An organization incorporated under the laws of a US state that has obtained tax-exempt status as a non-profit entity under either state or federal law (for example, 501(c)(3)). |
| 2 | Unincorporated non-profit | An organization that’s pursuing an objective other than profits, such as a social cause, and has obtained tax-exempt status in the US under either state or federal law (for example, 501(c)(3)) but hasn’t formally incorporated. |
Business Details
This screen is used to capture information about your school district. Use the following field descriptions to complete the fields on this screen. Print the page if you want to retain a copy for your records, then click Continue when you are done.
| # | Field | Description |
|---|---|---|
| 1 | Legal Business Name | This is the full legal name of he school district as registered with the IRS. Your legal business name must be entered exactly as it appears on IRS-issued documents, including capitalization and punctuation. Not sure? Check your Letter 147C or SS-4 Confirmation Letter. |
| 2 | Business Name (Doing Business As) | The operating name of your company, if it's different than the legal name (Optional) |
| 3 | Employer Identification Number (EIN) | The district's 9 digit business identification code as issued by the IRS. If If you use your Social Security number for business tax purposes, you can enter that instead. If you are uncertain about this Tax ID guidelines are best for your organization there is a link to a support article within onboarding. |
| 4 | Business Address | The physical location where you operate your business. This may or may not be the same as your registered business address. |
| 5 | Business Phone Number | The daytime phone number for the district's business contact. This phone number is required to be in the county of your account. |
| 6 | Business Website | The address for the school district's website. |
Business Representative
This account should be activated by someone authorized to sign on your organization's behalf. If that's not you, please ask the right person to complete this form. 
| # | Field | Description |
|---|---|---|
| 1 | Legal First Name | The business contact's first name. Enter name exactly as it is recorded with government agencies (e.g. IRS). |
| 2 | Legal Last Name | The business contact's last name. Enter name exactly as it is recorded with government agencies (e.g. IRS). |
| 3 | Email Address | The business contact's email address. |
| 4 | Job Title | The business contact's job title. |
| 5 | Date of Birth (MM-DD-YYYY) | The business contact's date of birth. |
| 6 | Home Address | The business contact's home address. |
| 7 | Phone Number | The business contact's phone number. |
| 8 | Social Security Number | To verify your identity, enter your full SSN/TIN. Stripe is required to collect this information to satisfy regulatory obligations. A government-issued ID document can be uploaded instead of providing the SSN/TIN.
|
Review and Submit
Once all sections have been completed, information entered as well as the connected account agreement and acquirer disclosure have been reviewed, the Agree and submit button must be selected.
Bank Account Selection
The final step of Onboarding is designating the Primary District Bank Account.
|
# |
Type |
Description |
| 1 | Select Bank Account | All district owned bank accounts will display. The bank account that should be the Primary District Bank Account for Stripe should be selected. |
| 2 | Routing Number | The full Routing Number of the Primary Bank selected will populate, read only. |
| 3 | Confirm Account Number | The full Account Number of the Primary Bank selected must be entered. |
| 4 | File Upload |
Qualifying Supporting Documentation must be uploaded: Voided Check, Bank Letter or Bank Statement from the last 60 days. Document must include the District's Name, full account number, full routing number, not expired, clear and large enough to read, uploaded in full color/no black and white scans, complete and not cropped. Max File Size: 8MB. Accepted document types: .jpeg .png .pdf |
Once all required information has been added, the Complete Onboarding button should be selected. The next step is to Migrate Banks to New Payment Platform.
