The following application forms are used across both merchants and partners, supporting scenarios from a new merchant or partner onboarding to service expansions for existing customers. Each application type is designed with a specific purpose in the payment processing and verification lifecycle, helping ensure compliance, operational efficiency, and seamless customer experience.
Format | Description |
Partner Application | Designed for strategic partners or resellers (ISOs/ISVs) looking to refer to merchants or sell CSG Forte solutions. Outlines who manage the merchant relationship, contractual responsibilities, and the due diligence process during onboarding. |
| CSG Forte Merchant Application | The standard application for merchants to enroll in CSG Forte payment processing services. Includes validations, manual review, when necessary, merchant ID assignment upon approval, and adherence to compliance and acceptable business category requirements. |
Additional Services Application | Used by existing merchants to request additional services, such as new locations, enhanced verification features, or updated security settings. Requires submission for CSG Forte review and processing. |
CSG Forte Verification Services Merchant Application | Enables merchants to request verification services such as Validate, Validate Plus, and Authenticate. These services validate bank accounts, review payment histories, and confirm account ownership—critical steps in reducing fraud, improving payment authorization efficiency, and meeting regulatory requirements, including NACHA. |
CSG Forte Verification Services Merchant Application – No PG | Similar to the above but excludes the Pre-Gateway (PG) component. It focuses solely on account verification without pre-payment processing, ideal for merchants who only require validation services. |
Note: While this list focuses on manual applications, equivalent online versions may be accessed through Dex or the partner’s site via REST API.
