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Tell Us About Your Business – Step 1 of 9

Tell Us About Your Business

Monthly International This

Business Legal Name

Does your business operate under a DBA (Doing Business As)?

DBA Name

Type of Business (Select all that apply)

Online
Retail Storefront
Pop-Up / Event-Based
Service-Based
Multi-Location Business
Subscription-Based
Other

Please Specify

What industry are you in?

Please Specify

How would you describe the products or services you offer?

Number of Locations

1
2-5
5-10
10-50
50+

Business Email Address

Business Phone Number

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Website, Customer Access & CRM

Help us understand how your customers find and interact with your business—whether you’re fully online, in-person, or just getting started.

Website Info

Do you have a business website?

Main Website / URL

Do you have more websites?

Website / URL #2

Website / URL #3

Website / URL #4

No Worries!

Many businesses start without one. If you’re planning to launch a website soon, feel free to let us know.

Are you planning on launching a website soon?

Expected Launch Date

How Do Customers Primarily Contact You?

Customer Service Email

Customer Service Phone Number

Additional Comments (Optional)

Do you use a CRM?

Additional Comments (Optional)

Gateway & POS Info

Do You Use a Gateway or POS System? (Select all that apply)

Gateway Only
POS System Only
Both
Neither
I’m Still Exploring Options

What Gateway Do You Use?

Other (Please Specify)

Do You Want to Keep Your Current Gateway or Explore Others?

Keep
Explore

What Are You Looking for Help With? (Select all that apply)

Other (Please Specify)

What POS System Do You Use?

Other (Please Specify)

Is This System Used at One Location or across Multiple Locations?

One Location
Multiple Locations

Would You Like to Explore Integrated POS + Payment Solutions?

What Are You Looking for Help With? (Select all that apply)

Other (Please Specify)

What Are You Looking for Help With? (Select all that apply)

Other (Please Specify)

How Soon Are You Looking to Get Set Up?

ASAP
Within 30 Days
In the next 2–3 months
Just exploring for now

Additional Comments Regarding Gateways & POS Systems (Optional)

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Business Addresses

Legal Business Address

Address Line 1

Address Line 2

City

State

Zip Code

Is the DBA Operating at a Different Address than Your Legal Business Address?

DBA Address:

Address Line 1

Address Line 2

City

State

Zip Code

Where Should We Send Your Business Correspondence?

Use Legal Business Address
Use a Different Mailing Address

Where Should We Send Your Business Correspondence?

Use Legal Business Address
Use DBA Address
Use a Different Mailing Address

Preferred Mailing Address:

Address Line 1

Address Line 2

City

State

Zip Code

Upload Proof of Business Address (Optional)

Click or drag files to this area to upload. You can upload up to 3 files.

To help verify your business location, you may upload a recent utility bill, lease agreement, or bank statement. This step is optional for now, but address verification may be required during the review process.

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Business Structure & Verification

This section covers some of the official business details we need to verify your identity and meet compliance requirements. Don’t worry—it’s quick, and your information is always secure.

State of Formation

Business Type

Federal Tax ID Type

FEIN
Social Security Number

FEIN

SS#

Date Established

Years Owned

Have You Ever Filed for Bankruptcy?

Please explain.

Upload Business License or Formation Documents (Optional)

Click or drag files to this area to upload. You can upload up to 4 files.

You can upload your LLC formation papers, articles of incorporation, or business license here. While optional at this stage, these may be required during underwriting to verify your business structure.

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Fulfillment & Delivery

Help us understand how your products or services reach your customers. Whether you’re shipping goods, delivering digital products, or offering in-person services, this information helps us match you with the right payment and support solutions.

How Do You Deliver Your Products or Services? (Select all that apply)

Physical shipment via carrier like UPS, FedEx, USPS
Local delivery (e.g., in-house, DoorDash courier)
In-person pickup
In-person services (consulting, events, etc.)
Digital delivery (downloads, memberships, streaming access)
Other

Other (Please Specify)

What Is Your Typical Delivery Timeframe?

Do You Use a 3rd-Party Fulfillment Company?

Fulfillment Company Name

Fulfillment Phone Number

Fulfillment Address

Address Line 1

Address Line 2

City

State

Zip Code

Upload Fulfillment Agreements or Invoices (Optional)

Click or drag a file to this area to upload.

If you use third-party fulfillment or purchase inventory from vendors, feel free to upload contracts or sample invoices. This isn’t required now but may help during underwriting.

What Is Your Refund or Return Policy?

Please describe your standard policy, including timelines and methods (e.g., refund to original payment method, store credit, etc.).

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Banking & Settlement

We’ll use this information to set up your secure payment deposits. Be sure to double-check your bank details to avoid delays.

Bank Name

ABA Routing Number

Bank Account Number

Upload Voided Check or Bank Letter (Optional)

Click or drag files to this area to upload. You can upload up to 3 files.

To verify where your funds should be deposited, you can upload a voided check or bank letter. This may be required later, but you’re welcome to include it now.

Upload Last 3 Months of Bank Statements (Optional)

Click or drag a file to this area to upload.

You may upload your most recent 3 months of business bank statements to help us better understand your transaction flow and business health. While optional at this stage, they may be required during the underwriting process.

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Processing History

If you’re already accepting payments, we’ll ask about your current setup. This helps us build the best plan for your transition—or get you started from scratch.

Do You Currently Accept Card Payments?

Current Processor Name

How Long Have You Used This Provider?

Why Are You Considering a Change?

Average Monthly Processing Volume

Average Ticket Size

Maximum Ticket Size

What Percentage of Your Transactions Are International Cards?

Selected Value: 0

Upload Recent Processing Statements

Click or drag a file to this area to upload.

Please upload your last 3 months of merchant processing statements. These allow us to create a customized cost-comparison analysis to show you how much you could save with True North Payments. Additionally, these documents are typically required during the underwriting process to verify processing volume, risk profile, and account eligibility.

When Do You Hope to Start Accepting Card Payments?

ASAP
Within 30 Days
1-3 Months
Not Sure

Expected Monthly Volume

Optional

Additional Comments/Info

Optional

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Owner / Principal Information

To comply with federal regulations and ensure secure onboarding, we’re required to collect key information about business owners or stakeholders. Your data is kept secure and confidential.

How Many Owners/Principals Own 25% or More of the Business? *

Primary Principal Info

Name *

First

Last

Title / Role (e.g., CEO, Co-founder, Owner)

Ownership Percentage

Email Address *

Mobile Phone Number *

Home Address

Address Line 1

Address Line 2

City

State

Zip Code

Date of Birth

Social Security Number

Government Issued ID Type

ID Number

State Where ID Was Issued

ID Issue Date

ID Expiration Date

Upload a Government-Issued Photo ID (Primary Principal )

Click or drag a file to this area to upload.

We require a valid photo ID (driver’s license, passport, or State ID) for identity verification during underwriting. You’re welcome to upload it now if ready.

Principal 2 Info

Please ensure all listed principals with 25%+ ownership are included.

Name *

First

Last

Principal 2

Title / Role (e.g., CEO, Co-founder, Owner)

Principal 2

Ownership Percentage

Principal 2

Email Address *

Principal 2

Mobile Phone Number

Principal 2

Home Address

Address Line 1

Address Line 2

City

State

Zip Code

Principal 2

Date of Birth

Principal 2

Social Security Number

Principal 2

Government Issued ID Type

Principal 2

ID Number

Principal 2

State Where ID Was Issued

Principal 2

ID Issue Date

Principal 2

ID Expiration Date

Principal 2

Upload a Government-Issued Photo ID (Principal #2)

Click or drag a file to this area to upload.

We require a valid photo ID (driver’s license, passport, or State ID) for identity verification during underwriting. You’re welcome to upload it now if ready.

Principal 3 Info

Please ensure all listed principals with 25%+ ownership are included.

Name *

First

Last

Principal 3

Title / Role (e.g., CEO, Co-founder, Owner)

Principal 3

Ownership Percentage

Principal 3

Email Address *

Principal 3

Mobile Phone Number

Principal 3

Home Address

Address Line 1

Address Line 2

City

State

Zip Code

Principal 3

Date of Birth

Principal 3

Social Security Number

Principal 3

Government Issued ID Type

Principal 3

ID Number

Principal 3

State Where ID Was Issued

Principal 3

ID Issue Date

Principal 3

ID Expiration Date

Principal 3

Upload a Government-Issued Photo ID (Principal #3)

Click or drag a file to this area to upload.

We require a valid photo ID (driver’s license, passport, or State ID) for identity verification during underwriting. You’re welcome to upload it now if ready.

Principal 4 Info

Please ensure all listed principals with 25%+ ownership are included.

Name *

First

Last

Principal 4

Title / Role (e.g., CEO, Co-founder, Owner)

Principal 4

Ownership Percentage

Principal 4

Email Address *

Principal 4

Mobile Phone Number

Principal 4

Home Address

Address Line 1

Address Line 2

City

State

Zip Code

Principal 4

Date of Birth

Principal 4

Social Security Number

Principal 4

Government Issued ID Type

Principal 4

ID Number

Principal 4

State Where ID Was Issued

Principal 4

ID Issue Date

Principal 4

ID Expiration Date

Principal 4

Upload a Government-Issued Photo ID (Principal #4)

Click or drag a file to this area to upload.

We require a valid photo ID (driver’s license, passport, or State ID) for identity verification during underwriting. You’re welcome to upload it now if ready.

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Final Review & Submit

You’re almost done! Please review your information, upload any final documents, and click submit. We’ll take it from here.

Updating preview…

This is a preview of your submission. It has not been submitted yet!
Please take a moment to verify your information. You can also go back to make changes.

Additional File Upload (Optional)

Click or drag files to this area to upload. You can upload up to 5 files.

Save and Resume Later

Your Progress Has Been Saved

You’re on the right path. A unique link has been created so you can pick up right where you left off.

📧 Enter your email below to have the link sent directly to your inbox — or simply copy and save the link shown.

⚠️ This link is just for you. For your security, it will expire after 30 days and your saved application will be removed.

Copy Link

Email *

Apply Now!

Tell Us About Your Business

Website, Customer Access & CRM

Help us understand how your customers find and interact with your business—whether you’re fully online, in-person, or just getting started.

Website Info

No Worries!

How Do Customers Primarily Contact You?

Gateway & POS Info

Business Addresses

Business Structure & Verification

This section covers some of the official business details we need to verify your identity and meet compliance requirements. Don’t worry—it’s quick, and your information is always secure.

Fulfillment & Delivery

Help us understand how your products or services reach your customers. Whether you’re shipping goods, delivering digital products, or offering in-person services, this information helps us match you with the right payment and support solutions.

Banking & Settlement

We’ll use this information to set up your secure payment deposits. Be sure to double-check your bank details to avoid delays.

Processing History

If you’re already accepting payments, we’ll ask about your current setup. This helps us build the best plan for your transition—or get you started from scratch.

Owner / Principal Information

To comply with federal regulations and ensure secure onboarding, we’re required to collect key information about business owners or stakeholders. Your data is kept secure and confidential.

Primary Principal Info

Principal 2 Info

Principal 3 Info

Principal 4 Info

Final Review & Submit

You’re almost done! Please review your information, upload any final documents, and click submit. We’ll take it from here.

Your Progress Has Been Saved

Help

More Information