💡 Use the following guide while filling out the onboarding form for Glide’s card processor. A custom link will be provided with you for the form by your implementation team.
Control Person
First name -> Real person name of control owner (executive, officers, director, etc.)
Last name -> Real person name of control owner (executive, officers, director, etc.)
Job Title -> Real job title of control owner (executive, officers, director, etc.)
Birthdate -> Incorporation date
SSN -> EIN
Email Address -> business email contact
Phone -> business phone
Home address -> business address
Ownership % -> 0%
Only one control person must be added during onboarding. Additional credit union staff can be added once approved.
General Information
Merchant Category Code (MCC): 7372 - Computer Programming, Integrated Systems Design, and Data Processing Services
Default Statement Descriptor: [CU Name Abbreviation] FUNDING
CU Name Abbreviation examples: ACU, BCU, CCU, etc.
Processed Cards Before: No
Refund Policy: No Refunds
Annual Card Volume: $500,000.00 USD
Annual ACH Volume: $0 USD
Average Card Transaction Amount: $500 USD
Average ACH Transaction Amount: $0.00 USD
Use $0.00 USD as CU will be originating their own ACH payments rather than relying on an external processor
Max Card Transaction Amount: $1,000.00 USD
Max ACH Transaction Amount: $0 USD
Card Volume
Online Payments: 100% In-Person Payments: 0% Mail/Telephone Order: 0%
Payment Volume by Customer Type
Business to Business: 0% (If you do not have business account opening enabled through Glide at this time)
Business to Consumer: 100% Other: 0%
Bank Account
Use the account that you would like card sweeps to be deposited into daily.
Account Holder Name:
Account Type:
Routing Number:
Account Number:
As part of the due diligence and onboarding process for our card processor, in certain cases, additional information may be requested. If needed, your implementation team may reach out to verify the bank account information.