If you need to update information associated with your existing E‑Payment account, an account change request is required. Account changes include updates such as:

• Legal Business Name
• DBA (Doing Business As)
• Legal Address
• Email Address on file
• EIN (Tax ID) updates
• Other business or account-related information

For security and compliance reasons, all account changes must be verified before updates can be made.

• PropertyBoss does not store or maintain your account information. 
• All account details are securely maintained with Vantage and must be verified directly with them before any updates can be processed.

This guide outlines what is required, why it is needed, who should complete the request, and common issues that may delay processing.

Access the Vantage Account Change Form here:  Vantage Account Change Form

TABLE OF CONTENTS

• What Is Required
  • 1. Current Business and Account Information
  • 2. Account Change Form
  • 3. Supporting Documentation
• Who Should Complete the Request
• Common Mistakes and Roadblocks
  • Information Does Not Match Vantage Records
  • Name or EIN Mismatch
  • Incomplete Account Change Form
  • Missing or Unsupported Documentation
  • Email Address Errors
  • Unauthorized Requestor
• Tips for Faster Processing
• What Happens Next
• Quick Checklist

What Is Required

1. Current Business and Account Information

The following information must be provided and must match exactly what is currently on file with Vantage:

• Legal Business Name
• DBA (Doing Business As), if applicable
• Legal Business Address
• Existing Merchant Account (if known)

Important: PropertyBoss does not store or maintain this information. All details provided must match what is currently on file with Vantage. Any discrepancies may delay processing or require additional verification.

Purpose: This ensures the correct account is being identified and verifies that the requested changes align with the existing records maintained by Vantage.

2. Account Change Form

You will be required to complete an Account Change form.

Requirements:

• All fields must be completed
• Both current information and requested updates must be clearly provided
• Information must match supporting documentation

Purpose: The Account Change form documents the requested updates and provides authorization for changes to be made to your account.

3. Supporting Documentation

Depending on the type of change requested, the following documentation may be required:

• Government-issued ID for the authorized signer
• SS‑4 (EIN confirmation letter) for EIN or name-related changes
• Supporting legal documentation (if business name is changing)

Secure Upload Link: https://inhabit.sendsafely.com/u/care@propertyboss.com

• All documentation should be uploaded using the secure link.
  
• Please e-mail trina.lasiter@propertyboss.com once the upload has completed.

Purpose: These documents verify the identity of the authorized signer and confirm that the requested changes are valid and supported by official records.

Who Should Complete the Request

The account change request must be completed by:

• The business owner
• An authorized signer on the account

The following should not complete the request unless they are listed as an authorized signer:

• Administrative staff
• Leasing agents
• Property managers

Reason: Account changes impact business and financial records and must be authorized by a verified individual on the account.

Common Mistakes and Roadblocks

Information Does Not Match Vantage Records

The current information provided does not match what is on file.

How to avoid: Confirm all current account details before submitting the request. If unsure, contact your Implementation Manager for guidance.

Name or EIN Mismatch

Requested changes do not match official IRS documentation.

How to avoid: Ensure all legal name and EIN updates match exactly as shown on the SS‑4.

Incomplete Account Change Form

Fields are missing or partially completed.

How to avoid: Complete all sections of the form and clearly outline both current and updated information.

Missing or Unsupported Documentation

Required documentation is not provided or does not support the requested change.

How to avoid: Submit all required supporting documents at the time of request using the secure upload link.

Email Address Errors

Incorrect or outdated email addresses are submitted.

How to avoid: Double-check all contact information before submitting updates.

Unauthorized Requestor

The request is submitted by someone not listed as an authorized signer.

How to avoid: Ensure the authorized signer completes and submits the request.

Tips for Faster Processing

• Verify current information matches Vantage records before submitting
• Clearly distinguish between current information and requested updates
• Submit a fully completed Account Change form
• Upload all required documentation at once using the secure upload link
• Ensure the authorized signer completes the request
• Respond quickly to any follow-up requests

What Happens Next

After submission:

1. Your account change request is reviewed
2. Additional documentation may be requested if needed
3. Once approved:
   1. The requested changes are applied to your account
   2. Confirmation is provided

Quick Checklist

Before submitting, confirm the following:

• Current account information matches Vantage records
• Requested updates are clearly identified
• Account Change form is fully completed
• Supporting documentation is provided (if required)
• Authorized signer completed the request
• Documentation uploaded via secure link