Sales Forecast:

Sales Forecast: 

Complete and return this form if you are expecting an increase in sales. This may be due to new products, price increases, additional marketing efforts, etc. Completing this from ensures that you can continue processing as normal, without having to verify transactions.

PDF Form

Add or Delete Principal:

Add or Delete Principal:

Complete and return this form along with the documentation requested within if you have a change in the principal owner(s) of your company.

PDF Form

DDA Change Request:

DDA Change Request:

To change the bank account attached to your merchant account, complete this form and send along with a voided check and a copy of your valid Driver's License. If you do not have a voided check with your business name on it, please submit a bank letter with account and routing number, business name, and bank officer's signature.

PDF Form

Moneris Bank Change Request:

Moneris Bank Change Request:

To change the bank account attached to your Moneris merchant account, complete this form and send along with a voided check and a copy of your valid Driver's License. If you do not have a voided check with your business name on it, please submit a bank letter with account and routing number, business name, and bank officer's signature.

PDF Form

American Express Application:

American Express Application:

If you would like to process American Express credit cards, you will need to fill out this form for separate approval. Please note that American Express charges are subject to a different pricing structure than our standard packages. Please contact your Relationship Manager for an assessment.

PDF Form

DirectPay Authorization:

DirectPay Authorization:

If you would like to submit a payment to DirectPay for a purchase or other fee, complete this form and submit to your Relationship Manager.

PDF Form

CPS Merchant Name Change:

CPS Merchant Name Change:

Complete this form if your DBA Name has changed but your EIN will remain the same. Return along with the required documentation indicated. If your EIN/Legal Name is changing as well, you will need to establish a new account. Please contact your Relationship Manager for assistance.

PDF Form

DirectPay Webinar Presenter Agreement:

DirectPay Webinar Presenter Agreement:

Presenting an online event with DirectPay? Complete this form including name, topic, and date desired and submit to our Marketing Department at editor@directpayinc.com.

PDF Form

 

Business Development

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