Get Coastccu

Filling out the Coastccu application form online can streamline the process of obtaining the necessary permissions for your merchant operations. This guide provides clear, step-by-step instructions to help users complete the form accurately and efficiently.

Follow the steps to fill out your Coastccu application form online.

1. Press the ‘Get Form’ button to obtain the Coastccu form and open it in the designated editor.
2. Begin by entering the business name and location. Include the 'Doing Business As' (DBA) name, physical address, and phone number in the appropriate fields.
3. If applicable, provide the corporate name, address, and phone number in the designated section. If the DBA address is the same, you may leave this field blank.
4. Fill in the contact person's name, who will be the point of contact for any inquiries related to the application.
5. Enter the Federal Tax ID number, which is a required entry for processing. In some cases, the owner's Social Security Number may be acceptable.
6. Specify where you would like the statements mailed by checking the appropriate box.
7. Provide information about up to three owners or officers of the company. Each owner must sign the application on the next page.
8. Complete the business profile section, including type of ownership, a brief description of goods or services, estimated annual volume, and average ticket value. These fields are mandatory.
9. List the three companies you currently do business with in the business trade suppliers section.
10. Select the processing method for transaction types and fill in any additional required information for Electronic Ticket Capture if applicable.
11. Provide your checking account (DDA number) and bank routing number in the processing information section.
12. Fill out the bank information, including the bank name and address for verification purposes.
13. Each listed owner or officer must sign and date the application, confirming that all information provided is accurate and complete.
14. A bank officer must complete the merchant site survey section.
15. Review and sign Schedule A and Schedule B documents, confirming your understanding of the terms and conditions.
16. Once all fields are completed and signed, you can save your changes, download the form, print it, or share it as needed.

Complete your Coastccu application form online today for efficient processing!