2013 Business Account Training

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Across
  1. 1. The 24 character limit on business names for XP2 includes what?
  2. 6. Business members ownership does not show up on this external system.
  3. 11. If an EIN number is being used on a Sole Prop account, the business should be listed as what ownership type?
  4. 13. This is needed on all business documents filed with the Texas Secretary of State before opening the account.
  5. 15. Filing paperwork, advising on business structure, and helping with taxes are all considered __________.
  6. 16. This list is guide for types of businesses we do not open at TruWest.
  7. 17. What is the internal goal of our merchant services comapny for initial member contact on a referral (in hours)?
Down
  1. 2. This is much like completing a needs analysis for our members. It begins with an open and honest exploratory conversation.
  2. 3. What type of businesses does TruWest target?
  3. 4. This is needed anytime you are opening a massage related business.
  4. 5. This document is used to authorize the opening or changing of a business account.
  5. 7. Any commericial loan or equipment loan should be referred to what department?
  6. 8. Checks negotiated on a business account must be deposited into what kind of account?
  7. 9. This is a type of corporation which is 501c3 approved from the IRS.
  8. 10. This checking account allows members up to 300 free items a month.
  9. 12. Even though our branches do not offer a merchant teller window, member may use this program to deposit checks from their cell phones.
  10. 14. What is the abbreviation for our merchant services company?