PaymentWorks

Registration

Process

Before beginning the registration process, be sure to have the following information available:

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1. A valid tax ID (either an EIN or SSN)

2. If you wish to receive electronic (ACH) payments, you will need a copy of a voided check or bank statement.

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For Foreign (non-US) Individuals, please only complete Part I, Sections 1-8 of the W8-BEN tax form when prompted:

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• On #5 - If you do not have a US tax ID, then please leave this section blank.

• On 6a - Please provide your tax ID in your home country

• On 6b - Leave blank

• On 7 - Leave blank

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Before beginning the registration process, be sure to have the following information available:

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1. A valid tax ID (either an EIN or SSN)

2. If you wish to receive electronic (ACH) payments, you will need a copy of a voided check or bank statement.

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For Foreign (non-US) Individuals, please only complete Part I, Sections 1-8 of the W8-BEN tax form when prompted:

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• On #5 - If you do not have a US tax ID, then please leave this section blank.

• On 6a - Please provide your tax ID in your home country

• On 6b - Leave blank

• On 7 - Leave blank

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Registration Process

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Receive Invitation

Receive PaymentWorks invitation

via email

Addresses

Provide primary and remittance addresses.

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Additional Info

Provide bank info depending on country of citizenship

Account Creation

Directed to PaymentWorks.

Create Account.

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Tax Info

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State your country of citizenship,

name and email.

Receive Invitation

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You will first receive the PaymentWorks invitation via email. Open the “click here” link.

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• You will then be directed to this welcome screen of PaymentWorks.

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• Click on the ‘Join Now’ button to proceed.

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Account Creation

• You will be then asked to set up a Multi-Factor Authentication.

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• After creating account, you will receive a verification email.

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Account Creation

Tax Information (United States Only)

1. Choose between Individual or Sole Proprietorship Corporation or other complex business entity�(A sole proprietor is an individual operating a single-person business)�
2. Choose country of citizen (United States)�

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3. Provide either SSN (Social Security Number-Identifies a person) or EIN*(Employment Identification Number- Identifies a business)�*EIN would not apply to outside traveler

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�4. W-9 form will be automatically generated (unless you opt out)

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Tax Information (Foreign Only)

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• Select options that apply to you

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• Under TIN Type, select Non-US Tax ID

Tax Information (Foreign Only)

If you are not a U.S. citizen and you are not a resident alien:

upload a completed PDF or image of the W-8BEN form.

If you are not a U.S. citizen and you are a resident alien: upload a

completed PDF or image of the W-9 form.

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Addresses

• Provide complete primary address.

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• Provide remittance address (destination for sending payments), or select ‘Same as Primary Address’.

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Additional Information

It is mandatory to complete your banking details to be able to receive reimbursement.

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Please check this box.

This registration is now ready to submit!

PaymentWorks registration confirmation time is approximately 4-5 business days. If you do not receive a confirmation email within that timeframe or if you have any questions, please contact your host or their Administrative Assistant.

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Additional Information

John Doe

You will receive an email confirmation that you have been successfully onboarded to PaymentWorks.