Application Manual Formats (Paper-Based)

Modified on Tue, 14 Oct at 3:32 PM

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.

Note: While this list focuses on manual applications, equivalent online versions may be accessed through Dex or the partner’s site via REST API.

Attachments (3)

pdf

DLR_OPS-QRG-....pdf
409 KB

pdf

DLR_OPS-QRG-....pdf
791 KB

pdf

DLR_OPS-QRG-....pdf
1.52 MB