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 Details
- Business Representative
- Authorizer
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 | Industry |
Currently, users cannot select the Industry and must type "Education" and then select either "Elementary or Secondary schools" due to issues with the dropdown list displaying over the page. Select the option that best matches the goods or service your customers will buy. If unsure, review this page: Setting an industry group when creating a Stripe account : Stripe: Help & Support |
| 7 | 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.
The business representative must be someone managing the Stripe account for the district and may receive communication regarding the account.
| # | 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. |
Authorizer
The Authorizer approves the Business Representative to act on behalf of the organization regarding their Stripe account. Business representatives must be authorized to open financial accounts on behalf of your entity. Examples include financial officers, contracting officers, and directors. If your authority has been delegated to you by someone else, you can identify an authorizer to confirm your authority. You can add multiple authorizers, but only one authorization is required. Authorizers must have the authority to open financial accounts on your organization's behalf.
Users must select the "Request authorization" button in the center of the screen to proceed with onboarding.
Once selected, the email address of the authorizer must be entered. An email preview will be shown and once Send is selected, an email will be sent from "notifications@stripe.com" to the authorizer.
The authorizer will then receive an email where they will select a button to submit authorization.
When the user selects the button they will be brought to a webpage where they will enter their legal name and title.
Once submitted, they will receive the following confirmation page:
The Business Representative will receive a confirmation once the Authorizer has submitted the form. No action is required from the email, and it can be deleted.
Once the authorization and all other 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.
Bank Account Setup
However, if you are from a new onboarding district or a migrating district that is on an earlier version of Campus than .2523, you will see the Bank Account Setup form and be required to enter all the bank account information:
|
# |
Type |
Description |
|
1 |
Bank Account Nickname |
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 must be entered. |
|
3 |
Bank Name |
The Bank Name must be entered. |
|
4 |
Account Number |
The full Account Number of the Primary Bank account must be entered. |
|
5 |
Confirm Account Number |
The full Account Number of the Primary Bank selected must be entered. |
|
6 |
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
|
The new account that is entered during onboarding will create a duplicate record if a current bank account is being used as the default, and it cannot have the same name as any Bank Account ID on file. We recommend naming the new account Stripe Primary District Account or Primary District Account. Do not tie fund accounts to this account unless it is a new account, as fund account attachments do not change with migration. Inactivating an existing bank account ID with outstanding payments will render those payments unable to be deposited.
