If you need to update your Fiserv (formerly CloverConnect) account, you’ll submit a request through CardPointe. This article covers:

• Legal Entity Change

• Tax ID Change

• Signer Change

• Bank Account Change

Before You Start

• You need Admin access to CardPointe.

• Have your Merchant ID handy.

• Forms must be signed by the account owner.

• Changes usually complete within one week.

Submit a Change Request

1. Download the correct form for your request:

   Legal Entity Change Form

   Tax ID Change Form

   Signer Change Form

   Bank Change Form

2. Log into CardPointe.

   

3. Go to Support > Create Ticket.

   

4. Attach your completed form and documents.

5. Select the matching ticket type.

6. Submit.

Information Required

• Legal Entity Change: New Tax ID, signed form

• Tax ID Change: New Tax ID, signed form

• Signer Change: Address, DOB, SSN of new signer

• Bank Change: Last 4 of SSN, Tax ID, voided check or bank letter, old/new account numbers

Please Note: If processing exceeds one week, email servicecorepay@servicecore.com.