Merchant Pre-Application

Tell us about your business so we can prepare your merchant processing application. Takes about 5 minutes — no sensitive financial information required.

Business Information

Business Legal Name *

DBA Name

Business Address *

City *

State *

ZIP *

Business Phone *

Email *

Products / Services Sold *

Business Start Date (Month/Year)

Tax Filing Type *

Tax Exempt Organization?

YesNo

Number of Employees

Service Timing

Requested Service Start Date

Is this date flexible?

YesNo

Sales Estimates

Best estimates are fine — these help size your processing plan.

Total Gross Annual Sales ($)

Estimated Annual Credit Card Sales ($)

Average Credit Card Sale Amount ($)

Highest Credit Card Sale Amount ($)

We will never ask for your Social Security number, tax ID, or bank account details on this form. That information is collected only through the secure e-signature application prepared by your consultant.

1. Submit this form

We review your business details and prepare your merchant processing application.

2. E-sign securely

Your consultant sends a secure e-signature link where you complete the application — including tax ID and banking details, entered directly into the processor's system.

3. Get set up

Once approved, we handle hardware, setup, and training. Have a voided business check ready — it's needed to finish your merchant account setup.