Welcome to the first step on your journey to streamlined payment processing - you've made a wise choice!

You can access your KeelaPay application form and, provided you have all your documents handy, it can be completed in less than 10 minutes!

Before you get started, make sure you've reviewed our Introduction to KeelaPay article!

Begin the Sign Up Process

Head to your Organization Settings > Payment Processors Tab to fill in the Pre-Registration Form. Once this is approved, I'll team will follow-up via email with instructions from access the official application.

About the Business

The first tab of the application requires some information about your organization.

Note: If you're not sure what to enter into these fields, please speak to your tax professional or accountant. While the Customer Care team are experts on all things Keela, we're not able to give out legal advice for your organization and recommend a professional for this.

To avoid any delays in the application process, make sure that all of the provided details match what is on file with the IRS.
Bolded fields are required.

Field	Example	Notes
Business Type	NONPROFIT	The type of incorporation of your business. Most likely, you are a nonprofit.
Country	United States	KeelaPay is currently available for USA customers.
Username	customercare	Used to login to KeelaPay - emails not accepted
Password	KeelaIsAwesome123	At least 8 characters long, 1 Upper Case, 1 Lower Case, 1 Number
IRS Filing Name	Networks for Change	Required if your Business Legal Name is longer than 24 characters
DBA - Statement Descriptor	Pupper Project Gives	How your name will appear on your donor/member/payee's credit card statement - can use & , . special characters
Industry	8398 - Charitable and Social Service Organizations	This will determine what fee category your organization is eligible for. Choose the business category that is most relevant to you.
Environment	Customers enter their payment information online primarily	Choose the most common way you accept payments from the dropdown list
Business Description	Provide homes for animals and education on sustainable pet care	A brief description of what cause area and purpose you're processing payments for and how your goods are sold
Secondary Payout Descriptor	KeelaPay	The name or descriptor that will appear on your disbursements.
EIN Type	SSN	Indicates whether your EIN is an SSN/TIN type or if you're not sure, Other
EIN	123456789	Your Employee Identification Number as issued by the IRS.
Website	www.keela.co	Your official business website or the website that you will use to process payments (ie. Keela Form if you don't have a website)
Annual Processing Volume	$50,000	The amount of payments that you expect to process through KeelaPay in a year
Average Transaction Amount	$100	The average credit card sale amount in the previous year. Tip: You can use Keela's Report Tool to calculate this information
Business Email	support@keela.com	The email address for your organization
Daytime telephone	(123)-456-7890	The phone number for your organization
Customer Service Phone	(123)-456-7890	May not be applicable, if you don't put anything here we'll use the Daytime telephone number
Address	1234 Boggy Creek Road	PO box will not be accepted, must be a physical address
Address 2	Unit 2	Unit, Apartment, Building Numbers etc. can go here
City	Orlando	Must correspond with your business address (above)
State	Florida	Must correspond with your business address (above)
ZIP	123456-89	Must correspond with your business address (above)
IRS Not-For-Profit Letter Status	Active
IRS Not-For-Profit Letter Issued Date	02-28-2022	The date that the above letter was issued. Use MM-DD-YYYY format.

About the Principal

The second tab of the application requires some information about the Principal of your organization.

Who should my Principal Be?

This should be one individual with significant responsibility for managing your organization. It includes people like the CEO, CFO, COO, Executive Director, President, Managing Member, General Partner, Vice President, or an individual with significant legal authority to enter the Legal Entity into a commercial relationship.

Why do they need to provide all of this information?

To help the government fight the funding of terrorism and money laundering activities, federal law requires all financial institutions to obtain, verify, and record information that identifies each individual or business that opens an account. What this means for you: when you open an account, we will ask for your identifiable information including your full name, address, date of birth, and other business information that will allow us to identify you. We may also ask to see your Identification Card, Driver's License, and/or other identifying documents.

Bolded fields are required.

Field	Example	Notes
First Name	Nejeed	First name of the Principal
Middle Name	D	Leave blank if not applicable
Last Name	Kassam	Last name of the Principal
Country	United States	KeelaPay is currently available for USA customers.
DOB	28-02-2022	Date of birth of the business owner - use MM-DD-YYYY format
SSN	123456789	The Social Security number of the Principal. Learn more about why legally require this here.
Business Title	CEO	The Job Title of the Principal in relation to your organization
Significant Responsibility	Yes
Personal Address of the Business Owner	1234 Bagshot Row Multiple fields	Must be the physical address of the Principal, PO boxes are not accepted. Tip: If the Primary lives at the same address as your business you can copy it over from the About the Business tab.
Email	nejeed@keelaco.com	The email address of the Primary.
Phone Number	(123)-456-7890	The phone number of the Primary.
Which of the Principals Provided is the Primary Contact of the Business?	Principal 1	If you added more than one Principal, choose the relevant option from the dropdown list. Otherwise, choose Principal 1.

Add Bank Account

The third tab of the application allows you to choose the bank account that you would like to connect to your KeelaPay account to receive payouts/withdrawals to.

There are two ways that you can provide your bank details in your application:

Link your Bank Account via Plaid (this will speed up the processing of your application)
Enter your Account Details Manually (may result in processing delays and requests for more information)

Terms And Conditions

The final tab! Before you can submit your application you will need to both of Payrix's linked documents and tick all of the check boxes.

Please click on the links to open them in your browser and ensure you read each one in its entirety!