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Application Checklist

To help ensure your application process is easy to complete in one session, please gather the necessary information below before beginning. With this information at hand, you can complete your application in about 5 minutes, and begin processing within the hour.

Company Information

  • Business Legal Name
  • Address
  • Business Start Date
  • Tax-identification Number of the business (EIN)
  • Company Type (Association, Corporation, Financial Institution, LLC, Partnership, Sole-Proprietor, or Tax Exempt)
  • Website

Primary Owner Information

  • Address
  • Phone Number
  • SSN (ensure you have no credit freezes in place)
  • Ownership % (If there are members that own 25% or more of the organization you will need to provide their information on via the application)

Banking Information

  • Account Number
  • Routing Number
  • Name on Account
  • Annual Volume
  • Average Ticket Size (should not exceed High Ticket Size)
  • High Ticket Size (should not exceed Annual Volume)
  • Voided check (optional, but recommended)