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Settings : Legal Business Name / Tax ID Change

This article outlines the process for requesting a change to the legal business name or tax ID for a CardConnect merchant account.


Users must select the "Legal/Tax ID" ticket reason and provide the new legal name, new 10-character Tax ID, and a verification document. The current Tax ID and account owner's legal name are also required for signing the form.

 

Legal Business Name/Tax ID Change 

To request a legal business name or tax ID change, select the Legal/Tax ID ticket reason.

The Legal/Tax ID ticket includes the following fields:

Field Description
New Legal Name The new legal name for this account.
New Tax ID

The new Tax ID for this account.

Must be 10 characters including the dash.
Attachments

One of the following, to verify your new information:

  • W9 form
  • SS-4 IRS issuance letter
  • 147C EIN Verification Letter
  • Most recent tax return
Tax ID
(Current)		 The current Tax ID, required to sign the form.
Signer Name
(Current)		 The account owner's current Legal Name, required to sign the form.