Overview

 

To request changes to an account, the Account Change form must be completed in its entirety. Available updates options are:

1. Bank Account

2. Primary Contact

3. Signer Contact

4. Adress

5. Email

6. Phone

Please complete all applicable fields accurately. For security reasons, submitting this form does not automatically approve changes. We may contact you to verify certain requests before confirming and applying for any updates.

Bank Account Changes

Designed to provide merchants with daily summaries of their previous day's activities. 

• If a permanent, imprinted voided check is not available, a Bank Verification Form may be used as an alternative. This form must be completed and stamped by your financial institution.
• Submitted forms will be automatically routed to the Account Changes Team for review and processing.

Important: Processing this change may incur a fee, depending on the nature of the request and your account type. Any applicable charges will be communicated per form to you prior to finalizing the submission.

 

Primary Contact and Signer Contact Changes

To update government signers on the Forte merchant account when officials leave office or new individuals take over, please provide the following documents:

1. Signer Memos: A letter on official letterhead detailing the change in duties, the effective date, and the names of individuals to be removed. This letter must be signed by an authorized person whose name and title can be verified on the government website.
2. Meeting Minutes: A publicly available document from a meeting where the change was discussed or approved. If the Forte merchant account was mentioned, include the relevant section. This is typically found on the county's website.
3. Certification: A copy of any certificate issued to the new or departing official, if applicable.

For non-government customers, this form is for signatory changes only. Any other account modifications require different procedures. Submission of the form does not guarantee approval, and confirmation will be sent via Freshdesk once processed.

Address, Email and Phone Changes

Address change request must be submitted by an authorized contact (authorized contact able to make changes, primary contact and/or signer).

Confirmation of this requests will be sent via email to the authorized individual on the account.