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CHECKING ACCOUNT CHANGE FORM Fax Number: 877-292-3520 In order to comply with security/privacy standards, you must submit this request in writing and fax directly to our Customer Service department.

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How to fill out the CHECKING ACCOUNT CHANGE FORM - E-OnlineData online

Filling out the Checking Account Change Form is essential for updating your banking information associated with your Merchant Account. This guide will walk you through the process of completing the form online, ensuring all necessary information is accurately provided.

Follow the steps to successfully complete the form.

  1. Press the ‘Get Form’ button to access the Checking Account Change Form and open it in your chosen editor.
  2. Begin by entering your Merchant Doing Business As (DBA) Name in the designated field. This should match the bank account information associated with your Merchant Account.
  3. Next, provide your full name in the ‘Your Name’ field. Make sure it is the name associated with the Merchant Account.
  4. In the ‘Title’ section, indicate your official title within the company or organization.
  5. Enter your email address in the appropriate field. This will be used for communication regarding the form.
  6. Locate your Merchant ID Number on your Monthly Visa/MasterCard statement and fill it in the corresponding line.
  7. Input your old checking account number, ensuring that you include all leading zeros.
  8. Provide your new checking account number, including all zeros, in the designated area.
  9. Fill in the new Routing Transit Number, ensuring that it consists of nine digits.
  10. Prepare to submit the form. Make sure to attach a copy of your driver's license and a voided check from the new checking account as required.
  11. If the account is not listed under the DBA company name, you will need a letter from your bank on their letterhead, including specific details mentioned in the document.
  12. Finally, sign and date the form in the designated area to authorize the request and ensure all the provided information remains confidential.
  13. Once completed, fax the form and the necessary documents to the Customer Service department at the provided fax number.

Start filling out your Checking Account Change Form online today!

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Best Practice Required fields should be indicated with either a symbol or text, not just color. When providing an indicator for a required field, it should be placed right before the form field. This allows a screen reader to read the indicator to a screen reader user right before the user activates the field.

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