Get First American Payment Systems Merchant Application & Agreement 2010-2025

Completing the First American Payment Systems Merchant Application & Agreement online can seem daunting, but with this guide, you will find a clear path to successfully filling out the necessary information. Each section is designed to help you provide accurate details to ensure a smooth application process.

Follow the steps to complete your merchant application and agreement online:

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin by entering the assigned merchant number provided by the bank at the top of the form. Ensure that you fill out all sections clearly.
3. Provide the exact legal name of your association or business as shown on your federal tax return. If applicable, include the 'Doing Business As' (DBA) name.
4. Fill in your mailing or billing address and physical street address, if different. Avoid using P.O. boxes for this section.
5. Enter the city, state, and zip code for both the mailing and physical addresses. Next, provide your corporate phone number and DBA phone number.
6. Input the corporate email address and DBA email address for communication purposes.
7. Complete the Merchant Profile section accurately, including your federal tax number and type of ownership. Select the type of goods or services you offer.
8. Indicate whether you have previously accepted Visa or MasterCard transactions and the details of your past processor, if applicable.
9. Respond to questions regarding bankruptcy and years of business ownership. Fill out the number of business locations and hours of operation.
10. Provide information on expected ticket size and monthly volume, including average and high values.
11. Attach a voided check for your bank account information and enter the name of your bank and checking account number.
12. List owners or officers, including full names, contact information, and ownership percentages. This information is required under federal regulations.
13. Complete the business trade suppliers section, listing names, products purchased, and contact information.
14. Review the rates and fees section to select discount and per item fees, ensuring they reflect your business type and operations.
15. Complete the section on American Express acceptance if applicable, and provide any required details concerning your previous merchant account.
16. Fill out the internet information or MOTO addendum, detailing your refund policy, billing practices, and inventory procedures.
17. Prepare to review all information for accuracy. Signed documents are essential; ensure the correct individuals sign the application to certify all provided information is true.
18. Once you have completed and reviewed the form, you can save changes, download, print, or share the application as needed.

Take the first step toward becoming a First American Payment Systems merchant by completing your application online today.