PMI 4 CLX SERVICES
Thank you for choosing to utilize our Vision Source program for your CLX credit card processing needs.
Please review the details below before completing the Application: (click here for Application)
The application is really quite easy and should only take a few moments to complete. Fill out everything that makes sense to you, using the checkpoints below to make sure you’ve completed items commonly missed. Once it is faxed over to us, we will review for any missing elements and then contact you if needed.
Once application is completed, sign and fax back to us at 972-221-3733
The Merchant Agreement is also available to download and review, or print for your files. It does not need to be signed and returned to us. (click here for copy of Agreement)
PAGE 1
1) Box 1 – Business Information – this section is straight forward, fill out accordingly for your company/business information.
2) Box 2 – W9 information – make sure that you’ve provided the proper Tax ID for your entity based on the way you file your tax return. The IRS requires ALL processors to annually report card processing totals each year on form 1099K. It is very important that this information be correct and match what is on file with the IRS.
3) Box 3 – Owner/Officer Information – this box needs to be completed to include the SS# and complete address for the principal(s) listed. The application cannot be processed without this complete information.
4) Box 4 – Patriot Act Survey – Section I & II Business forms of identification – A document(s) satisfying one or more of the acceptable documents must accompany the app.
PAGE 2
1) Box 6 – Banking information, routing and account numbers is all we need on this page. Generally we can fill this in for you based on the Check Copy you will provide (required), but you are welcome to add that information.
PAGE 3 & 4 – these pages require no entries, these are account configuration parameters for our setup. We include this page so that you have the full set.
PAGE 5 – Please be sure and sign both sides at the bottom as Merchant and Guarantor. These signatures should match the Principals entered on Page 1 under Owner/Officer.
PAGE 6 – Card Association Disclosure – at a minimum, we need your signature on the line stating “Signature”. If you wish to fill out the name of the business, etc… that is fine, otherwise we will complete that for you from information on page 1.
CHECK COPY – Please do not forget to include a copy of a check for the deposit account you want your funds deposited to. You do not have to waste a check, just make a copy of check to fax back, writing void on the copy. This copy is required to validate routing and account numbers placed on Page 2.
If you have any other questions or need assistance with the application please do not hesitate to call us at 800-450-0628