Questions on your Payment Application, we're here to help! 🙋
Before you get started, here's what you need to have handy when you apply:
Sole Proprietor Application
Step 1: Fill out Personal Details
Step 2: Fill out Sole Proprietor Details
You may need one of the following for additional information:
Doing Business As (DBA) Filing - such as Articles of Incorporation
Tax filing - such as a Form W-9 or Schedule SE (Form 1040)
Employer Identification Number (EIN) - EIN Verification Letter, also known as a CP 575 or 147c letter
❗The document must be issued in the last 12 months. If it is older, make sure it contains a signature and a statement of affairs from the last 12 months. A Certificate of Good Standing can be obtained from IRS or Sec of State website.
Step 3: Enter Banking Information. Verify through Trustly or upload one of the following issued within the last 12 months:
Bank Statement - Must have full account number listed
Deposit Ticket/form
Screenshot of online banking environment - Must show legal name and full account number
Official email or letter from your bank - Must be stamped or signed by bank
Step 4: Sign Services Agreement
Step 5: Sign PCI Questionnaire
Sole Proprietor Application Complete & Submitted:
👉 Once all your information is submitted you'll see little wheels spinning, verifying your application materials. Approval can take up to 24 hours.
To check if additional information is needed, revisit the Payment tab in your Schedulicity account to check your application status.
Organization Application
Step 1: Enter Company Details - what type of organization/company are you? (see list below)
❗ Additional information may be needed. If som you will be asked to upload your company’s business registration document to verify your company.
Requirements for document:
The document is issued by a government authority.
Document is issued when a business is created at the local commercial register
Date on the document is no older than 12 months
Examples of documents: Articles of Incorporation from the Secretary of State, Certificates of Incorporation from the Secretary of State, EIN letter from the IRS
Step 2: Add Decision Makers
❗ List all decision makers (partners), if it's just you -> check them all:
*Controlling person and Signatory are required to move forward.
Step 3: Enter Banking Information. Verify through Trustly or upload one of the following -> issued within the last 12 months:
Bank Statement - Must have full account number listed
Deposit Ticket/form
Screenshot of online banking environment - Must show legal name and full account number
Official email or letter from your bank - Must be stamped or signed by bank
Step 4: Sign agreement
Step 5: Sign PCI Questionnaire
Organization Application Complete & Submitted:
👉 Once all your information is submitted you'll see little wheels spinning, verifying your application materials. Approval can take up to 24 hours.
To check if additional information is needed, revisit the Payment tab in your Schedulicity account to check your application status.