CostSavings Partner Onboarding
Complete the form to onboard your partner company and provide necessary details.
Referred by:
Please Select
CostSavings Team Member
CostSavings Affiliate or Referral Partner
Employer or Company
Professional Association or Organization
Existing CostSavings Customer
Friend or Colleague
Online Search
Social Media
Event, Conference, or Webinar
Other
Not Referred / Found Directly
Referral Details
Referring Company or Organization
Referring Contact Name
Referring Contact Email
example@example.com
Partner Company Information
Legal Company Name
*
Company Website URL
Company Business Type
*
Please Select
Corporation
LLC
Partnership
Sole Proprietorship
Nonprofit
Government Entity
Other
Primary Contact Full Name
*
First Name
Last Name
Primary Contact Title
*
Primary Contact Email
*
example@example.com
Primary Contact Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Company EIN / Tax ID
*
Back
Next
Partner Points of Contact
Contract Signer Full Name
*
First Name
Last Name
Contract Signer Title
*
Contract Signer Email
*
example@example.com
Contract Signer Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Contract Signer Extension
Sales Contact Full Name
*
First Name
Last Name
Sales Contact Email
*
example@example.com
Sales Contact Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Sales Contact Extension
Finance Contact Full Name
*
First Name
Last Name
Finance Contact Email
*
example@example.com
Finance Contact Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Finance Contact Extension
Customer Service Contact Full Name
*
First Name
Last Name
Customer Service Contact Email
*
example@example.com
Customer Service Contact Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Customer Service Contact Extension
Partner Scoping & Program Details
Contract Type
*
Please Select
Referral
Reseller
ISO
Agent
Other
Merchant Portfolio Size
*
Estimated Merchants Enrolling
*
New MIDs Boarded Monthly
*
Projected Annual MIDs
*
Target Launch Date
*
-
Month
-
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Solutions in Scope
*
Group Purchasing Discounts
Merchant Banking and Lending
Merchant Statement Analysis
Merchant Commissions Program
Merchant Card Issuing Program
Employee Banking and Lending
Employee Perks and Card Issuing
Payroll Services
Merchant Billing and Commission Setup
Preferred Billing Structure
*
Please Select
Partner / ISO Aggregate Billing
Direct-to-Merchant Billing
Preferred Monthly Billing Date
*
Please Select
1st
5th
10th
15th
20th
25th
End of Month
Commission Payout Preference
*
Please Select
ACH Transfer
Wire Transfer
Applied as Credit
Other
Partner Required Documentation
W-9 Upload
*
Upload a File
Drag and drop files here
Choose a file
Cancel
of
Bank Verification Upload
*
Upload a File
Drag and drop files here
Choose a file
Cancel
of
Submit Partner Form
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