Checkfree Small Business Bill Pay Enrollment

What Can I Do? Enter Business Information Enter Contact Information Create User ID and Password Select Checkfree Small Business Bill Pay Plan Review Terms & Conditions Complete Enrollment

For security reasons, you need the following information to enroll in Checkfree Small Business Bill Pay: Federal Tax Identification Number, or Employer Identification Number (EIN), for the business. Identifying information, such as account number, for the payment account you use to pay bills for your business. Social Security number and driver's license number for the business contact.

After we process your enrollment, you can add bills and begin making payments.

Entering Business Information

Enter the identifying information for your business.

To enter the business information:

1. In Business Name, type the name of your business.
   The name you type appears on the bill payments we send.
2. In Tax ID, type the Federal Tax Identification Number, or Employer Identification Number (EIN), assigned to your business for tax reporting.
3. Type the business address and phone number information.
4. In Business Email Address, type the email address where you want to receive information about your Checkfree Small Business Bill Pay account.
5. In Business Type, select the type that identifies your business structure for tax reporting.

Tip: After you enroll, the business contact can go to Administration and make any changes necessary to keep the business information up to date.

Entering Contact Information

You must enter contact information for the person who is ultimately responsible for the business account. This user becomes the Level 1 User, with full access to all Checkfree Small Business Bill Pay features.

To enter the contact information:

1. If the address, phone, and email information from the previous section also applies to the business contact, click the box Use the Business Information as the Business Contact Information.
   The information appears in the correct fields. Complete only the steps below that apply to the remaining empty fields.
2. Type the name and address of the business contact.
3. In Contact Phone, type the phone number, including the area code, where the business contact can be reached during the day.
   This can be different from the business phone number.
4. In Email Address, type the email address where you want to receive information about the Checkfree Small Business Bill Pay account.
   This can be different from the business email address.
5. In Confirm Email Address, retype the email address to confirm it.
6. In Birth Date, type the business contact's date of birth.
   This information helps us verify the person's identity to guard against possible identity fraud.
7. In Social Security Number, type the business contact's Social Security number.
   This information helps us verify the person's identity to guard against possible identity fraud.
8. In Driver's License Number, type the business contact's driver's license number.
9. In Driver's License State, select the state that issued the business contact's driver's license.

Tip: After you enroll, the business contact can go to Administration and make any changes necessary to keep his or her information up to date.

Creating a User ID and Password

Creating a Checkfree Small Business Bill Pay user ID and password ensures that the business contact and any other authorized users can access the Checkfree Small Business Bill Pay account. The user ID and password are required to sign in to Checkfree Small Business Bill Pay.

User ID

The user ID must be between 9 and 32 characters and can include letters, numbers, and special characters, but no spaces. The ID must be unique within your business.

Password

The password doesn't need to be unique within your business, but you should choose a password that others cannot easily guess. Follow these guidelines when creating a password:

• The password must be 8 characters without spaces. It is case sensitive and must contain at least two of the following: an uppercase letter, a lowercase letter, a number, and a special character. We recommend a combination of letters and numbers for security reasons.
• Avoid using information such as family member names and birth dates that others may easily guess.
• Don't share the password with anyone.

To create a user ID and password:

1. In User ID, type the business contact's ID.
   The ID must be between 9 and 32 characters and can include letters, numbers, and special characters, but no spaces.
2. In Password, type a password that is 8 characters without spaces. It is case sensitive and must contain at least two of the following: an uppercase letter, a lowercase letter, a number, and a special character.
3. In Confirm Password, retype the password to verify it.
4. In Secret Question, select a secret question from the list. You must answer this question if you forget your password.
5. In Secret Answer, type the answer to that question. Your answer can be 2 to 32 characters (letters or numbers). This is the answer that you must provide whenever you are asked the secret question.

Selecting a Checkfree Small Business Bill Pay Plan

When enrolling in Checkfree Small Business Bill Pay, you must select one of the payment plan options listed in this section. Any applicable service fees are withdrawn from the payment account you enroll with.

To select a Checkfree Small Business Bill Pay plan:

1. In the Checkfree Small Business Bill Pay Plan section, review the payment plans that are available.
2. Select the payment plan that best suits the needs of your business.
   
3. In Marketing Source Code, type the code that identifies which marketing campaign you responded to, if you have a source code in the marketing materials.

Reviewing the Terms & Conditions

You can review the Terms & Conditions for Checkfree Small Business Bill Pay.

To review the Terms & Conditions:

1. Click the View Terms & Conditions link.
   The Terms & Conditions page appears.
2. Review the information, and close the page when you are finished.
   The Enrollment page appears.
3. Click the I have read and agree to the Terms & Conditions box.
4. Click Continue to complete the enrollment process.

Completing the Enrollment

To complete enrollment, you must:

• Print the enrollment form, read the service agreement, and sign and date the appropriate section.
• Provide any additional documentation listed on the enrollment form.
• Send the form and documentation to us using the instructions at the top right of the enrollment form.

After we process your enrollment, we notify you through U.S. mail that your Checkfree Small Business Bill Pay account is active.