How to complete the CardConnect Merchant Application

After you sign up for eCatholic Payments, you must complete your CardConnect merchant application.

Before you begin...

Please review the Procedures for Opening a New Merchant Account for eCatholic Payments. This document explains the information you'll need to provide during the application process, how the information is used, and other frequently asked questions.

View & Print PDF: Procedures for Opening a New Merchant Account for eCatholic Payments

Some portions of the merchant account application use language intended for businesses. Since eCatholic Payments primarily serves nonprofit organizations (e.g., Catholic church or school), the instructions below provide a guide to completing the merchant application as a nonprofit.

Who should complete this application

This application must be submitted from the signer's email address. You will not be able to complete and "sign" this application for someone else. If you need to have someone submit the application (e.g., your pastor) who will not be involved in the day-to-day maintenance of the account, have that person submit and sign the application with their own email address. Then, the primary email can always be changed after the account gets approved. 

1

Business Details

  • Industry - Use the drop-down menu to select the appropriate industry. Here are the three that are most likely to apply:
    • 8661 - Religious Organization
    • 8211 - Elementary, Secondary Schools
    • 8398 - Charitable and Social Service Organizations

  • Type of Ownership - Use the dropdown to select Non-Profit Org.
  • Tax ID (EIN) - EIN stands for "Employer Identification Number."
  • Tax Filing Name
  • DBA Name - DBA stands for "Doing Business As." This is typically the same as Tax Filing Name.
  • Business Legal Name - This is typically the same as Tax Filing Name.
  • Business Start Date - Enter the establishment date for your organization. If you do not know the exact date your parish or school was established, enter a year as close as possible (e.g., 01/01/1900).
  • NOTE: If you personally do not know the proper information for the Business Details fields, check with your organization's bookkeeper.

  • Time Zone - Enter your local time zone.
  • Business Contact Info - Enter your phone number and website.
  • Business Address - Enter your organization's address.
  • Business Owner Information - Enter information for your pastor (church), principal (school), or other appropriate leader. This information is used to verify the identity of the account owner.
    • Title - If none of the listed options apply, choose Secretary.
    • % of Ownership - Enter 0.
    • DOB - Enter the date of birth for the "Business Owner" (see above).
    • SSN - You do not need to enter your personal SSN. Instead, two alternating numbers (i.e., 2121, or 8787).  If that does not work and they require 9 digits, please enter a random 9 digit number, but do not use the same number 9 times (i.e., 5555555555)
  • Residence Address - Enter the residential address for the "Business Owner" (see above).
  • Providing personal information

    Several Anti-Money Laundering (AML) and Know Your Customer (KYC) regulations require CardConnect to strictly verify each customer.

    Those who sign up for (or take ownership of) a merchant account are therefore required to verify their identity by providing the customer information listed above. Providing your information does not make you personally liable for the account.

Once finished, click Ok. Looks great, let's move on! button.

2

Banking & Processing

  • Avg Monthly Volume - Enter your best "guesstimate" of the expected monthly volume with online giving for your organization.  
  • Avg Ticket Amount - Enter your best "guesstimate" of the expected average amount per online donation / payment. This amount is not binding.
  • High Ticket Amount - Enter your best "guesstimate" of what you think your largest online transaction might be. This amount is not binding; CardConnect will simply use this information to verify transaction amounts processed in your account. If an amount is processed that exceeds the value you that enter, CardConnect will know to verify that the transaction was not made in error. 
  • Card Charged - Use the drop-down menu to select When service provided.
  • Services Provided In - Use the drop-down menu to select Less than or equal to 30 days.
  • Refund Policy - Use the drop-down menu to select Less than or equal to 30 days.
  • Seasonal Business - Use the drop-down menu to select No.
  • Product/Service Delivery Windows - Enter 100% in the 0-7 Days field.
  • Mode of Transaction - Choose one of the following or tweak the percentages to your best guess.
    • Enter 100% in the E-Commerce field.
    • Enter 10% in the Card Present Swiped field; enter 90% in the E-Commerce field.
3

Equipment

Click Ok. Looks great, let's move on! button.

4

Agree & Sign

  • Fees listed in the left column (with the exception of the Voice Authorization Fee) are included in the transaction fees listed at eCatholic.com/pricing.
  • Fees listed in right column can be broken down as follows:
    • Statement Fee (Monthly) - $20 monthly charge as listed on eCatholic.com/pricing.
    • Chargeback Fee (Per Item) - $25 fee only charged if a chargeback occurs.
    • Retrieval Fee (Per Item) - $15 fee only charged if a retrieval occurs. 
    • PCI Non-Compliance Fee (Monthly) - $19.95 fee only charged if your organization does not maintain its yearly PCI compliance.
  • Click "I have read and agree to the First Data Program Guide."
  • Click "I have read and agree to the BlueChex Agreement."
  • NOTE: If desired, you can also download the First Data Program Guide and BlueChex Agreement for your records. To do so, hover over the document and click the download icon.

  • Sign Here - Enter your full name.
  • Click one of the following:
    • I am a Corporate Officer - Select this checkbox to proceed. This indicates that you are a representative of your nonprofit organization. By checking this box, you are stating that your church/nonprofit organization is the main entity; it does not make you personally liable for the account.  
    • I give my Personal Guarantee - This field is not required.
5

Upload an image

Finally, you will be prompted to upload an image of a voided check. eCatholic Payments customers are exempt from this requirement: You do not need to upload an image of your own voided check. Instead, download the image provided here, then upload the image into your application.

CLICK IMAGE TO BEGIN FILE DOWNLOAD:

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