Get New Customer Paperwork Checklist:

Completing the New Customer Paperwork Checklist is an essential step in integrating with Prepay Nation. This guide provides step-by-step instructions to ensure a smooth and efficient completion of the checklist, facilitating your transition into our system.

Follow the steps to complete the checklist accurately.

1. Press the ‘Get Form’ button to access the New Customer Paperwork Checklist. This action will open the form in your preferred online editor, allowing you to start filling it out.
2. Begin by providing your customer information. Fill out your state sales tax number, federal tax ID (EIN), the owner's name, date of birth, and contact information including email address, phone number, and business address.
3. Next, include details related to your banking information under the ACH & Banking Information section. Input your bank name, contact information, account name, account number, and routing number. Remember to attach a copy of a voided check and a driver's license for verification.
4. In the consent section, acknowledge your understanding of the terms by signing and dating the form. This signifies acceptance of the responsibilities outlined in the agreement regarding ACH transactions.
5. Finally, review all the completed fields to ensure accuracy. Once confirmed, proceed to save your changes, download the completed checklist for your records, and share it via email at rschoener@prepaynation.com as instructed. Ensure that you keep a copy for your own records.

Start completing the New Customer Paperwork Checklist online today to ensure a prompt onboarding experience!