Account Maintenance Forms

Autoclose Form – Automatically close and transmit batch

Did you know that you can set up your system to automatically close and transmit your batch every day? Complete the attached form to set up this process.

Contact Update Form – Add/Delete contacts to your merchant account

Do you need to add or delete a contact to your merchant account? Adding a new contact to your account will provide full account access including the ability to make changes to your account. Complete the attached form.

Average Ticket Increase Form – Increase your average ticket amount

Has the average price of your credit card transaction increased? If so, you will need to complete the attached form to update your merchant account.

ACH Change Request Form – Update your banking information

Do you need to change your bank account information? Complete the attached form to update your account.

Chargeback Notification Change Form – Change the way you receive chargeback information

You can receive your chargeback notifications by mail or fax. To update your account, complete the attached form.

DBA Name and Address Change Form – Update your business information

To update your business name or address, complete the attached form.

New Amex or Discover Application – Start accepting Amex or Discover transactions

Do you want to add American Express or Discover Card to your list of payment options? Complete the attached form to set up an account.

T&E Additions and Changes Form – Add/Delete/Update your current payment options

Do you want to expand/change your current payment options? Be sure to include your account numbers and complete the following form.