TSYS | PRIORITY PAYMENT SYSTEMS (PPS)
SOP: CREATE A TICKET
The merchant can call in and request either a DBA (Doing Business As) or Legal Name Change. A change request form will need to be signed by the owner and sent back to your account manager with a picture of a driver's license for signature verification and other documentation may be required so they could submit a case to change the information. Normally it takes 2-3 days to complete. Then, submit a case in MX Connect.
- Please fill out the Change Request Form.
- Choose the applicable box for the change request. i.e. DBA Change or Legal Name Change.
- Fill out all necessary information for the change reference email or call notes for the requested change.
- Please be sure to ask the merchant for additional documentation that may be needed for a specific request.
(Additional documents needed will be in the ADDITIONAL DOCUMENTATION REQUIRED column.) - Send the merchant an email with the attached filled-out change form.
- In the body of the email please explain if any other documentation will be needed.
(Please try to get the merchants ID from Merchant’s Account folder 1st before asking for it) - Once you receive the form and required documents back open a case in Merchant’s account in MX Connect.
(Please remember to attach all documents to the case) - Once the case is completed, send an email to the merchant letting them know the change has been completed.