Personify Payments is available to US customers only

Before you begin

Gather the following information so that it's readily available when you fill out the application form:

  • The Tax Identification Number (TIN) or Employer Identification Number (EIN) for your organization.
  • The legal name of your organization as listed with the IRS.
  • The date on which your organization was officially established.
  • Banking information for your organization, including account and routing numbers.

To access the application form

1. In your WildApricot administrator account, select Settings on the sidebar menu. 

2. On the Global settings screen, select Payment settings.

3. On the Personify Payments page, click Fill in application form.


Application Screen — Business Info

Fields marked with a red asterisk on the application must be filled out.

Business Profile

Merchant DBA Name
The name entered in the Merchant DBA Name field appears as the default name on customer credit card statements.

Legal Business Name
Ensure the legal business name entered matches the name registered with your secretary of state. The name you enter in this field must exactly match your organization's name on official IRS documents.

TIN
The official 9-digit Federal Employer or Tax Identification Number (TIN) associated with your organization. This is typically the organization's Employer Identification Number (EIN), but there are other options. Select the TIN Type in the drop-down menu next to the TIN field.

Website
Enter your organization's website address. If you don't have a website, you can also enter the main social media page for your organization or a similar link.

Business Type
Use the drop-down menu to select the most appropriate answer for your organization, such as Non-Profit Organization.

MCC Code
The Merchant Category Code (MCC) is a four-digit number that credit card companies use to classify businesses by the types of goods or services they provide. The classification is based on the International Organization for Standardization (ISO) and Standard Industrial Classification (SIC) codes for different types of businesses. Select the MCC Code that most closely represents your organization.

Date Established
Enter the date on which the organization was established.

Public Company
Answer No to this question unless your organization sells stock to the public on a stock exchange.

Business Details

Business Email
Enter the main email address for your organization.

Business Phone Number
Enter the main phone number for your organization. Ensure the full 10-digit phone number is entered, with no leading 1 (one) before the area code.

Business Address 1
This should be the legal address for your organization, and it cannot be a PO Box address. If your organization does not have a physical business address, please enter the physical address of a Primary Representative. This address will not be published or printed, nor will any mail be sent to the address.

You can provide a PO Box address in the Mailing Address section of the application.

Business City
Enter the city portion of your organization's legal address.

Business Country
Select United States. Personify Payments is not available to organizations based outside of the United States.

Business State
Enter the state portion of your organization's legal address.

Business Zip Code
Enter the zip code for your organization's legal address in either 5-digit or 9-digit format (e.g., XXXXX or XXXXX-XXXX).

Mailing Address
If your organization's mailing address is the same as the legal address previously entered, select this checkbox.


Application Screen — Owners

Fields marked with a red asterisk on the application form must be filled out
What if your organization doesn't have an "Owner"?
If an owner does not exist for your organization, please submit ID information for an executive officer, treasurer, or other key representative of your organization who will serve as your account's Primary Representative.

Owners

Personal identification information must be provided by the individual who has primary financial responsibility within your organization and who will be designated as the Primary Representative for the purposes of your Personify Payments account.

On the application form, you may designate multiple people to serve as additional Owners for the account, but you may only designate one Owner as the Primary Representative.

Every person who is listed as an Owner on your Personify Payments account application must provide the personal identification information requested.

This personal identification information is required by United States law to prevent money laundering activities and the funding of terrorism.

Required personal information for each Owner

The following personal information must be provided for each person listed as an Owner on your Personify Payments account:

  • Title
    Note: This is the person's title within the organization. The ampersand character (&) may not be entered in this field.
  • First Name and Last Name
  • Email Address
  • Phone Number
    Note: Ensure the full 10-digit phone number for the Owner is entered, with no leading 1 (one) before the area code.
  • Street Address 
    Note: This cannot be a PO Box. A physical personal or residential street address is required for each Owner.
  • City, State, Zip Code, and Country
  • Date of Birth
  • Social Security Number (SSN)

Percentage of Ownership
Ensure a value of 1% or more is entered. 

Significant Responsibility
Answer Yes if the person is an individual who will have significant responsibility for managing the Personify Payments account.

Politically Exposed Person
A politically exposed person is one who has been entrusted with a prominent public function. For example, heads of state, senior-level politicians, senior-level judicial officials, military officials, or important political party officials. Most applicants will answer No.

Drivers License Information
This information is not required to submit your application but may speed up the approval process if provided.


Application Screen — Banking

Fields marked with a red asterisk on the application form must be filled out.

Account 1

Select Account Type
Use the drop-down menu to select the most appropriate answer for your organization.

Account Number
Enter the bank account number for your organization

After the initial approval process, you can add additional bank accounts to your Personify Payments profile. To learn more, see Personify Payments — Adding and updating bank accounts.

Routing Number
Enter the bank routing number for your organization. Be sure the routing number is 9 digits (Add a leading zero if the number is less than 9 digits).

Upload Bank Documents
This information is not required to submit your application but may speed up the approval process if provided.


Application Screen — Attachments

This information is not required to submit your application but may speed up the approval process if provided.


Application Screen — Review

On the final screen of the application, review the information you have provided. Use the Edit links or the Back button to correct any errors.

After you have reviewed the information, check the box to indicate that you attest to the accuracy of the information. Then, provide your first and last name where indicated then click Submit.


What to expect after you submit the application

Your Personify Payments application could be approved within minutes. However, we may need to contact you for additional information before we can approve your application. If this occurs, you will be notified by email as well as a message within your WildApricot account's payment settings.

WildApricot Support will never email you asking for confidential information. Please submit all requested information through the Personify Payments application form linked on the Payment settings screen in your WildApricot account.


Application approved

When your application is approved, you'll see an approval notification within your WildApricot account and an email with detailed instructions to start using Personify Payments to process your online payments.  

For guidance on how to configure your payment settings after you're approved, see Configuring your WildApricot payment settings.


Application rejected

We may reject or conditionally approve your Personify Payments application. This can happen because of missing documents or incorrect information. If we reject your application, you will see a rejection notice on the Payment settings page in your WildApricot account. If you're missing documentation, you will see instructions on how to re-submit your application.

If you have questions about why your application for a Personify Payments account was denied, please contact WildApricot Support.


FAQs about the application

Why am I being asked to provide personal information on the application?
We ask for personal information (such as SSN) to confirm the identity of the person establishing the account. Opening a Personify Payments account is comparable to opening an online bank account, and underwriters will need to verify your identity in order to approve the account. This requirement is meant to combat money laundering and terrorism. For more information, please consult the U.S. Government's Financial Crimes Enforcement Network.

For answers to additional FAQs, see Personify Payments — FAQs.