Get Merchant Services Form

This guide provides detailed instructions on completing the Merchant Services Form online. Follow the steps carefully to ensure all necessary information is accurately submitted.

Follow the steps to fill out the Merchant Services Form effortlessly.

1. Press the ‘Get Form’ button to retrieve the Merchant Services Form and open it in your preferred online editor.
2. Begin by filling out the business information section. Include your business legal name and any 'doing business as' (DBA) name if applicable. Provide the business legal address and physical address, ensuring the city, state, and zip codes are correct.
3. Add the contact information for the main contact person. This includes their first and last name, phone number, toll-free number, mobile phone number (if applicable), email address, and fax number.
4. In the ownership information section, enter details about the owner, partner, or officer. Include their title in the business, ownership percentage, phone number, social security number, and date of birth. Don't forget to fill in their home address and city, state, and zip.
5. Respond to the important information section regarding cardholder data storage compliance. Indicate if you have experienced an account data compromise and provide details if applicable. Confirm whether you are using point-of-sale terminal hardware and software that complies with cardholder data storage standards.
6. If you indicated you are not using the compliant products, answer the additional questions about third-party software and PCI/DSS compliance. Provide the name of the software company, version number, and details regarding any third parties involved in processing transactions.
7. Complete the required signatures section by printing your name, signing where indicated, and including the date. Make sure to include your Merchant ID number (MID) and the owner’s signature.
8. Finally, review all the information you have entered for accuracy. Once confirmed, save your changes, and you can download, print, or share the Merchant Services Form as needed.

Complete your Merchant Services Form online today for a smooth and efficient submission.