Get Chase Paymentech Solutions

The Chase Paymentech Solutions Merchant Application and Agreement is an essential document for businesses seeking to accept payment cards. This guide offers clear, step-by-step instructions on how to complete the form online, ensuring you provide all necessary information accurately.

Follow the steps to successfully complete the application.

1. To begin, locate and press the ‘Get Form’ button to access the application form in the online editor.
2. In the Merchant Business section, provide your 'Doing Business As' (DBA) name, the date your business started, and complete the address fields, ensuring to include a valid street address, telephone number, city, state, and zip code. Don't forget to include your primary contact's email address.
3. Fill out the Legal Information section if you are an individual or sole proprietor; this includes your legal name, state of formation, and federal tax identification number.
4. In the Business and IRS Information section, check the appropriate box to identify your business type, including LLC, partnership, or corporation. Also indicate your tax status and any relevant exemptions.
5. Complete the Merchant Profile section by answering questions related to your business operations, including whether your business is home-based and the industry type.
6. For the Delivery of Statements, Chargeback Requests, and Retrieval Requests section, select your preferred method of delivery and the address you want the statements sent to.
7. In the Sales Information section, estimate your annual sales volume and specify if you will be charging customers on a recurring basis.
8. Fill out the Ownership Information section, making sure to provide details for each owner, including their percentage of ownership, name, and contact information.
9. In the Funding and Account Information section, input the name of your bank, routing number, and account number. Ensure that the information is correct as these details are critical for transactions.
10. The Payment and Processing Information section requires you to list payment methods you wish to accept. Indicate any prior payment processing experiences and sales volume estimates.
11. Review the application for any errors. If you need to make changes, ensure to initial each correction as indicated.
12. Once all sections are filled out, you can submit the form. You may also opt to save your changes, download, or print the application for your records.

Complete your Chase Paymentech Merchant Application online today!