This user guide outlines the information your Customer Success Manager will need to setup your Zego account. Links to all relevant forms and templates will be included in your Zego agreement.
Zego requires four items to create an account for your property:
1. KYC (Know Your Client Info)
2. Zego Agreement
3. Property & Bank Information
4. W9 Form
Tips & Tricks
-
The Business Legal Name on the Zego Agreement must match the name on the W9 Form exactly.
- Use the name for whom the account holder will be. This could be the HOA/Community or the Property Management Company depending on how you have things setup.
- The W9 Form is required.
- For the Property & Bank Info excel document, there will be one line if the Zego account has a single property. If there will be multiple properties under one Zego account, list each property on it's own line.
Once we received the four items above, we will forward them to Zego who will contact you via email to get the process started. After that process has concluded, your Customer Success Manager will contact you to finalize the setup.
Note: The Zego process can take up to 2-3 weeks but is usually quicker if all documents are submitted in a timely manner.
Reminder: all fees are paid by residents and are as follows:
· ACH - $2 per transaction.
· Credit Card - $2 + 3% per transaction.
If your have any questions, contact your Customer Success Manager or refer to our FAQ guide: Zego FAQs