Get Wells Cpay App V0611.doc

This guide provides step-by-step instructions on how to accurately fill out the Wells CPAY App V0611.doc online. It is designed to assist users in completing the necessary fields and sections of the application form with ease.

Follow the steps to successfully complete the application form.

1. Click the ‘Get Form’ button to access the document and open it in your preferred online editor.
2. Begin by filling out the merchant account number, which is designated for office use only, ensuring that all entries are accurate.
3. Provide your agent number and the name of your sales director in the designated spaces. Select the appropriate option for new setup, change of ownership, or add location.
4. In the 'Business Information' section, enter the legal business name as it appears on your IRS tax return, along with the Doing Business As (DBA) name.
5. Complete the addresses for both legal and DBA locations, including city, state, and zip code.
6. Provide the required business phone numbers and the 9-digit Federal Tax ID, selecting either SSN or EIN.
7. List the contact name, business fax number, business open date in YYYY-MM-DD format, and the required business email.
8. Indicate the hours of operation and the merchant type, selecting the one that best represents your business activities.
9. Fill out the percentages for retail swiped, keyed, eCommerce, and mail order transactions to reflect your sales distribution.
10. Select the type of ownership for your business and fill in any additional details regarding your business’s products/services and fulfillment methods.
11. Proceed to complete information about the principal owners, including name, social security number, residential address, and percentage of ownership.
12. Complete the site survey, bank information sections, and the shipping details as necessary.
13. Review all information entered for accuracy and completeness to avoid delays.
14. Once all sections are completed, save the document, and choose to download, print, or share it as needed.

Complete your Wells CPAY application online today for swift processing!