Get Merchant Processing Application And Agreement - Signapay.com

Filling out the merchant processing application and agreement is a vital step in establishing your business's payment processing capabilities. This comprehensive guide provides clear, step-by-step instructions to help you successfully complete the online form with ease.

Follow the steps to complete your application effectively.

1. Click the ‘Get Form’ button to access the merchant processing application and open it in your preferred browser.
2. Begin with the general information section, filling out the office name, office code, sales representative name, and the application date. Ensure accuracy to avoid any delays in processing.
3. In the business location information section, provide the client's business name (doing business as), address, state, city, zip code, and contact phone information. Include details about the business structure, such as whether it is a sole proprietorship, LLC, C Corp, etc.
4. Answer the prior security breach question. If 'yes', attach proof of PCI DSS compliance. Complete the partnership and business start date fields while adding the length of current ownership and the corporate address, if applicable.
5. List owners, partners, or officers. For each individual, include their name, title, percentage of ownership, home address, city, state, zip code, telephone number, social security number, date of birth, email address, and any prior bankruptcies.
6. Fill out the trade reference information, including the business name, tax type, tax filing name (if different), business email, D&B number, and any additional location details if there are multiple locations.
7. Complete the nature of business segment by selecting the business type and providing your business website address. Specify the types of transactions and their expected volumes.
8. In the transaction information section, provide details about your anticipated transaction volumes and average ticket amounts while indicating whether your business is seasonal.
9. Input the banking account information, including the bank name, phone number, routing number, and account number. Ensure it is a checking account since savings accounts are not permitted.
10. Navigate through the service acceptance and fee schedule. Select the card types you plan to accept and the payment plans that suit your business model.
11. In the equipment processing method section, check the applicable boxes for the type of equipment and payment methods you will utilize.
12. Review your entries for accuracy, then save your changes. You can choose to download the completed form, print a copy for your records, or share it as necessary.

Start filling out your merchant processing application online today to streamline your payment processing setup.