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      PaymentWorks Registration Fields: Core Fields vs. Customer-Specific Questions

      Overview
      During the PaymentWorks registration process, you will encounter two types of fields: core fields and customer-specific custom fields. Understanding the difference between these field types is crucial for successfully completing your registration and addressing any questions you may have.

      Core Fields

      Core fields are the standard fields required by PaymentWorks for all payees to create and maintain their profiles. These fields ensure secure validation and compliance with platform requirements.

      • Examples of Core Fields:

        • Legal Name
        • Tax Identification Number (TIN/EIN/SSN)
        • Banking Information
        • Remittance Address
        • Corporate Address

      • Purpose:

        • Core fields are universal across all customers and necessary for verifying your identity, facilitating payments, and ensuring the security of your profile.

      • Support:

      Customer-Specific Custom Fields

      Custom fields are additional fields defined by your customer to collect information specific to their organization’s requirements.

      • Examples of Custom Fields:

        • Business License Number
        • Diversity Certifications
        • Independent Contractor Forms
        • Contract Reference Numbers

      • Purpose:

        • These fields allow your customer to gather specific details needed for compliance, tax reporting, or internal processes.

      • Support:

        • Important: PaymentWorks cannot provide guidance or clarification on custom fields because they are unique to your customer’s requirements.
        • For any questions or concerns about custom fields, please contact your customer directly. This ensures you receive accurate and relevant information for their specific needs.

      Best Practices for Registration

      1. Complete Core Fields First:

        • Ensure all PaymentWorks core fields are accurate and complete before moving to custom fields.

      2. Review Custom Field Instructions Carefully:

        • Check any instructions or guidance provided by your customer for filling out custom fields.

      3. Contact Your Customer When Needed:

        • If you are unsure about how to complete a custom field or what information is required, reach out to your customer directly for clarification.

      4. Check for Required Attachments:

        • Some custom fields may require supporting documentation (e.g., certificates or forms). Ensure these documents meet your customer’s requirements before uploading.

      Need Help?

      • Core Field Questions: Contact the PaymentWorks Support Team for assistance with platform-related questions or issues.
      • Custom Field Questions: Reach out to your customer contact for clarification on their specific registration requirements.

      By understanding the difference between core fields and custom fields, you can streamline your registration process and ensure a successful connection with your customer.