Good news: the application is short, and most of what you need is information you already have on hand. Here's what to gather before you start.
Information about your organization
The application asks for basic details about your organization, such as:
Your registered legal name (and any "doing business as" name)
The state where your organization was formed
Your organization's address
A little about what your organization does
Actual or anticipated revenue
A linked bank account
You'll connect at least one U.S. bank or credit union account. This is the account KleerCard uses for billing and Wallet deposits.
Information about the people on the account
You'll name at least one Administrator. That's the person who manages the account, adds users, requests cards, and accepts the Customer Agreement on behalf of your organization. We'll ask for basic details like their name, contact information, and date of birth.
Documents we might ask for
Federal law requires every financial institution to verify who's opening an account, so we may ask for a few documents, such as:
Your EIN letter or another formation record
Your certificate of incorporation or registration
Proof of address
A photo ID, like a driver's license, for an Administrator
Having these handy before you start can help things move faster.
Questions before you apply?
Just ask us here or email [email protected]. We're happy to walk you through it. And you're always welcome to go ahead and start.