PayPal Business Account Onboarding Form

Please fill out all fields accurately to ensure smooth setup and payment verification.

1. Business Information

• Legal Business Name: ____________________________

• Doing Business As (DBA): ____________________________

• Business Address: ____________________________

• Business Phone Number: ____________________________

• Business Email Address (for PayPal login): ____________________________

• Business Website or Online Store URL: ____________________________

2. Business Details

• Business Type:
  ☐ Sole Proprietor
  ☐ Corporation
  ☐ LLC
  ☐ Partnership
  ☐ Non-profit
  ☐ Other: ___________

• Product/Service Description: ____________________________

• Industry/Niche: ____________________________

• Business Start Date: ____________________________

• EIN (Tax ID) or SSN (if Sole Prop): ____________________________

3. Primary Account Holder / Business Representative

• Full Legal Name: ____________________________

• Date of Birth: ____________________________

• SSN (Last 4 or Full if requested): ____________________________

• Home Address: ____________________________

• Phone Number: ____________________________

• Email Address: ____________________________

• Role in Company: ____________________________

4. Bank Account Information for Withdrawals

• Bank Name: ____________________________

• Account Holder Name: ____________________________

• Routing Number: ____________________________

• Account Number: ____________________________

• Account Type:
  ☐ Checking
  ☐ Savings

5. Document Upload Checklist (Required for Verification)

☐ Government-issued ID (front & back)
☐ Proof of business registration (Articles of Incorporation or license)
☐ Bank Statement or Voided Check (must show business name)
☐ Utility Bill with business address (if requested)
☐ IRS EIN letter or SS-4 (if applicable)

6. Expected Usage

• Average Monthly Sales Volume (USD): ____________________________

• Average Transaction Size: ____________________________

• Do you issue refunds regularly? ☐ Yes ☐ No

• Shipping/Delivery Timeframe (if physical goods): ____________________________

• Any pre-sale products or future delivery? ☐ Yes ☐ No

7. Website & Policies

• Website URL: ____________________________

• Return/Refund Policy URL: ____________________________

• Terms of Service URL: ____________________________

• Privacy Policy URL: ____________________________

8. High-Risk Products / Services (if applicable)

• Do you sell any of the following?
  ☐ CBD
  ☐ Supplements
  ☐ Crypto-related services
  ☐ Adult content
  ☐ Coaching/mentorship
  ☐ NFTs or virtual goods
  ☐ Other (describe): ____________________________

• Please upload any required licenses or explain risk management procedures.

9. Platform Integrations

How do you plan to use PayPal? (check all that apply)
☐ Website checkout
☐ WooCommerce / Shopify
☐ PayPal Invoicing
☐ PayPal Subscriptions
☐ Mobile payments
☐ Digital products/downloadables
☐ Donations

10. Additional Notes or Special Instructions