Rate Tracker Payments Onboarding Checklist
Thank You For Choosing Rate Tracker Payments! Please fill out the fields below with your information as much as you can.
After we receive your information, we will be sending you a New Merchant Account Application for E-Signature.
If you have any questions, please email
[email protected]
and our team will be happy to assist you.
Business Name
Business Phone Number
Your Best Email
Business Street Address
Your DBA City, State, & Zip
Business’s Legal Name
Biz Legal Address (Include City, State, Zip)
Business Tax ID & Your Business Type? (LLC, S-Corp, Sole Prop)
When Did You Open Your Business? (MM/YYYY)
Annual Gross Volume Cash, Check Credit Cards
What % of Your Sales Are Swiped/Inserted?
What % of Your Sales Are Keyed In Manually?
Do you take E-Commerce Payments?
Visa/MC/Discover Monthly Sales Volume?
Visa/MC/Discover Average Ticket?
What's The Largest Sale You'll Run?
Amex Monthly Sales Volume & Average Ticket
Signor's Full Legal Name and Title?
Signor's Ownership %
Signor's Cell Phone Number?
Signor's Home Address?
Signor's City, State, and Zip
Signor's Date of Birth?
Signors Social Security Number
What Product/Service(s) do You Provide?
Your Business's Website
Who Brought You To Rate Tracker Payments?
Submit My Info!
Your Information will be held confidential and is solely used to help you gain approval on a Direct Merchant Account in accordance with the Know Your Customer Act.
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