Entering Business Information

The Business Information page collects essential details about the merchant’s business, including address, contact details, legal information, and operational status.

1

Enter Business Identification Details

• In the DBA (Doing Business As) Name field, enter the merchant’s business name.

• Click on Select MCC to search and choose the appropriate Merchant Category Code (MCC).

2

Provide Business Address

• Under Physical Address, enter:

  • Street Address

  • Apt, Suite, Etc. (Optional)

  • City

  • State (Select from the dropdown menu)

  • Zip Code

• If the Mailing Address is the same as the physical address, check the box. Otherwise, enter the mailing address details separately.

3

Enter Contact Information

• Enter the Business Phone Number.

• Enter the Fax Number (if applicable for chargebacks).

• Enter the Business Email Address.

• Enter the Business Website (if available).

4

Configure Email Preferences

• Check the box if the merchant wants to receive statements via email.

• Check the box if the merchant prefers to receive tax forms via email.

5

Provide Legal Information

• Select the Ownership Type from the dropdown (e.g., Sole Proprietor, LLC, Corporation).

• Enter the Legal First Name and Legal Last Name of the business owner.

• If the Federal Tax ID is the signer’s Social Security Number (SSN), check the box. Otherwise, enter the Federal Tax ID manually.

• Select the State of Incorporation from the dropdown menu.

6

Specify Payment Processing Information

• Select whether the business accepts or has previously accepted payment cards (Yes/No).

• If Yes, choose the Payment Processor from the dropdown menu.

• If the business has been previously terminated by a card brand or processor (e.g., Visa), select Yes and provide a Reason for Termination.

7

Define Business Operations

• Select whether the business is currently open (Yes/No).

• Indicate if the business operates seasonally (Yes/No).

• If the business is seasonal, select the months of operation.