Changing your Merchant Account Information

Once the Merchant Account is established, new campaigns are automatically linked. If any changes are need on the account (legal name, DBA, account signer and banking information) then please complete the correct form and send it to Support. Reach out to your Customer Success Manager with additional questions or contact support to provide their information.


Tip: If the financial signer and legal name both change at the same time, a new Merchant Application is needed. Contact support to submit a new application.
Note: The forms are returned if illegible, so type or print neatly.

Bank Change

  1. Download the  Bank Change Request Form.
  2. Have the application signer or authorized person complete.
  3. Attach:
    • Voided business check OR a Bank Letter.
      • A bank letter must be on bank letterhead, dated within 30 days, include the organization's name, routing and account numbers, and a signature from a banker.
    • Bank letter verifying ACH withdrawal ID# G592126793 is added to the account.
  4. The Legal signer or business owner must sign, date, and provide their title.
  5. Submit the form and attachments to Support@GiveSmart.com or call 855-322-4483  ext. 1
    • Submit all paperwork together to expedite the process.
    • It can take at least 7-10 business days upon submission to establish the new bank account.
    • ACH activity cannot take place in the new account until the process is complete.

Legal Name Change

  1. Download the Legal Name Change Request Form.
  2. The application signer or authorized person must complete it.
  3. Attach:
    • Written documentation of the change request.
    • Either IRS Federal Tax ID or Federal IRS W9.
    • Email from the merchant account owner verifying the change.
  4. The Legal signer or business owner must sign, date, and provide their title.
  5. Submit the form and attachments to Support@GiveSmart.com or call 855-322-4483  ext. 1
  6. Submit all paperwork together to expedite the process.
  7. It can take at least 7-10 business days upon submission to implement changes.

Financial Signer Change

  1. Download the Signer Change Request Form.
  2. The application signer or authorized person must complete it.
  3. Attach:
    • Written documentation, as an email from the new signer, requesting the change.
    • Proof the Signer is part of the organization (one of the following):
      • Corporate Minutes confirming the signer to their position.
      • Corporate Board of Resolution.
      • Articles of Incorporation or Organization.
  4. The Legal signer or business owner must sign, date, and provide their title.
  5. Submit the form and attachments to Support@GiveSmart.com or call 855-322-4483  ext. 1
    • Submit all paperwork together to expedite the process.
    • It can take at least 7-10 business days upon submission to implement changes.

DBA Name Change

  1. Download the DBA Name Change Request Form.
  2. The application signer or authorized person must complete it.
  3. Attach:
    • Written documentation, as an email from the new signer, requesting the change.
  4. The Legal signer or business owner must sign, date, and provide their title.
  5. Submit the form and attachments to Support@GiveSmart.com or call 855-322-4483  ext. 1
    • Submit all paperwork together to expedite the process.
    • It can take 7-10 business days upon submission to implement changes.

Related Resources

pci compliance Bank Change Request Form

pci compliance Legal Name Change Form

pci compliance Signer Change Form

pci compliance DBA Name Change Request Form