Domestic Pre‑Application Worksheet

Business Information

Legal Name of BusinessDBA
EIN/Tax Company IDBusiness Start DateState Filed
Business Type
Street AddressMailing Address
Business PhoneBusiness Email
Customer Service PhoneCustomer Service Email
Website URL
Authorized Contact Name

Principal Information

Full NameOwnership %
TitleHome Phone
Date of BirthSSN
Driver License #Exp DateState
Home Address
Personal Email

Settlement Account Information

Bank NameContact Name
Routing NumberAccount Number

Products / Services Sold

Processing Volume

Total Monthly Volume
Visa/MC VolumeAmex Volume
Average TicketHighest Ticket