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Organizations - Documents Needed to Complete Verification (KYC)
Organizations - Documents Needed to Complete Verification (KYC)

Know Your Customer (KYC) must be completed in order to verify you and/or your organization's identify in order to receive a payout

Ashley avatar
Written by Ashley
Updated over 7 months ago

The below documents and information will be required in order to complete the KYC verification process for your Organization.

Such information and documents are collected in order to complete the verification process because Webconnex Payments follows required financial regulations to assure any person or organization processing payments will not be misusing the funds or causing harm. Documents provided will be checked against official records.

NOTE: If you file your taxes for your business under an EIN (Employer Identification Number), then you are an Organization. If you happen to file your taxes with an SSN (Social Security Number) then you are a Sole Proprietor.

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Prepare the Following Information + Documents

Company Details

  • Country where your business is located

  • Legal name of the company - Enter the name exactly as it appears on your Secretary of State Registration

  • Select your Company Structure

    • Private Company

      Owned privately. The shareholders don't necessarily trade on public exchanges (like the stock market)

    • Public Company

      Owned by the public shareholders. They're also required to disclose financial information to the public

    • Incorporated partnership

      An agreement between two or more people who run a business together

    • Non-profit or charitable organization

      An organization that has an official status as not for profit or tax exempt, sometimes called an NGO

    • Governmental organization

      Owned by the government or state

    • Incorporated association

      A registered entity without profit that's organized around a purpose such as recreation, culture or a charity

  • Enter the DBA (Doing Business As) name or mark you do business as your legal company name

  • Enter EIN (Employer Identification Number)

  • Address - Enter it as it appears on your Secretary of State Registration documentation

NOTE: If you selected that you are a Public Company, you will be asked to provide the following registration details:

  • DBA (Doing Business As) name or mark you do business as your legal company name

  • Market identifier code (MIC)

  • International Securities Identification Number (ISIN)


Decision Makers

You will be asked to provide the information of the owners, controlling persons, and signatories in your company. Keep in mind that one person may hold multiple roles. The requirements are as follows:

  • Controlling person - Provide 1 controlling person - The controlling person is someone authorized to make major business decisions. They may or may not be an owner.

  • Owner - Add all owners holding 25% or more of your company - Owners are those who own 25% or more of the company, through voting rights, equity or similar.

  • Signatory - Add at least 1 signatory - Is someone who has been given authority to sign official documents on behalf of the company. usually a signatory is also an owner or a controlling person.

For the Decision Makers you will enter the following info

  • Role - Select whether they are a Controller, Owner or Signatory

  • First + Last Name

  • Date of birth

  • Country of residence

  • Last 4 digits of their Social Security Number (SSN)

  • Job Title

  • Personal Address


Payout Details + Verification Methods

Option 1: Trustly (recommended option)

Trustly is our trusted partner helping speed up your account setup by instantly verifying your bank account. You would simply select and login to the bank where you would like to receive the payouts and wallah, you're done!

NOTE: Adyen will only gain temporary access to your bank details, and your data is never shared with third parties.

Option 2: Manual Verification

The manual verification method will ask that you enter the Account Holder Name, Account Number and ACH routing number for the bank account where you would like to receive your payouts. The bank account holder has to have the same name as your company.

Then you will be asked to upload one of the following documents. Upon doing so, you'd upload one file either JPG, JPEG, PNG, PDF Size up to 4MB on one page. The file must contain images that are not cut off, blurry or expired.

Bank Statement

Your uploaded bank statement must contain the following information:

  • Account holder name on the document has to match the legal business or trading name of your company

  • The account number needs to be visible

  • The routing number should be visible

  • Date on the document is no older than 12 months

  • Must be an official bank document that shows the bank logo, the bank name, or a bank-specific font

Deposit ticket / deposit form

Your uploaded deposit ticket / deposit form must contain the following information:

  • Account holder name on the document has to match the legal business or trading name of your company

  • The account number needs to be visible

  • The routing number should be visible

  • Date on the document is no older than 12 months

  • Must be an official bank document that shows the bank logo, the bank name, or a bank-specific font

  • Must have a bank stamp or bank signature

Screenshot of online banking environment

Your uploaded screenshot of online banking environment must contain the following information:

  • Account holder name on the document has to match the legal business or trading name of your company

  • The account number needs to be visible

  • The routing number should be visible

  • Date on the document is no older than 12 months

  • Must be an official bank document that shows the bank logo, the bank name, or a bank-specific font

Official email or a letter from your bank

  • Account holder name on the document has to match the legal business or trading name of your company

  • The account number needs to be visible

  • The routing number should be visible

  • Date on the document is no older than 12 months

  • Must be an official bank document that shows the bank logo, the bank name, or a bank-specific font

  • Must have a bank stamp or bank signature


Sign Documents

The last step in the verification process is to sign the official-documentation.

  • Sign the services agreement

  • Sign the PCI DSS questionnaire

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