Step 1 of 4 · Personal Information

Tell us about yourself.

Begin with your contact details and the business you represent. All fields marked with a dot are required.

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Personal Information

First Name

Last Name

Home Address

Cell Phone

Email Address

Business Information

Business Name

Business Address

Business Phone

Business Email

Title

Entity Type

Referred By (optional)

Your information is encrypted in transit and at rest.

Step 2 of 4 · Banking & Identity

Banking information.

Where commissions will be deposited. Upload a clear image of your government-issued photo ID.

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Name on Account

Bank Name

Routing Number

Account Number

Account Type

Checking Saving

Website (optional)

Time in Business

Avg Monthly MCA Volume (optional)

Paper Type

How Do You Generate Your Leads?

Reference 1 — Name

Reference 1 — Email

Reference 2 — Name

Reference 2 — Email

Photo ID — Front (jpg/png/pdf, max 10MB)

Drag & drop the front of your ID

or click to browse

Photo ID — Back (jpg/png/pdf, max 10MB)

Drag & drop the back of your ID

or click to browse

Check Image (jpg/png/pdf, max 10MB)

Drag & drop a check image

or click to browse

Step 3 of 4 · Review & Disclosure

Independent Sales Organization Agreement.

Please review the agreement language below. Tap “See Full Agreement” to read the complete terms before continuing.

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Independent Sales Organization Agreement

This Independent Sales Organization Agreement (the “Agreement”) is entered into between Sedona Equity Group (the “Company”) and the undersigned Independent Sales Organization (“ISO”) as of the date of submission.

Program Description. The Company has developed a program (the “Program”) for providing funding for merchants (“Merchants”) by purchasing at a discount the future business receipts of such Merchants (“Receipts”), including but not limited to credit-card, debit card, bank card and/or other charge card receipts.

ISO Identification. In the course of carrying out its obligations hereunder, ISO will clearly identify itself with its own name, while also clearly disclosing to all third parties that it is authorized by the Company to promote the Program.

ISO Parties. ISO agrees that its actions and the actions of its shareholders, affiliates, directors, officers, employees, independent contractors, representatives, agents, principals, successors, assigns and associates (each an “ISO Party”) under or in connection with this Agreement will be governed, controlled, and directed by, and will be in full compliance with, the terms of this Agreement. ISO will ensure that each ISO Party abides by the obligations of ISO under this Agreement.

Compensation. In consideration for the services rendered by ISO hereunder, the Company agrees to pay ISO in accordance with the Compensation Schedule annexed hereto (“Compensation”). ISO acknowledges and agrees that the Company may, at its sole discretion, amend the terms of the Program, including without limitation the pricing thereof and the amounts of Compensation payable hereunder without prior notice to or consent from ISO. Compensation shall be paid to ISO for each Merchant referred to the Company by ISO, only if: (a) the Merchant and the Company enter into a Merchant Agreement that results as a direct result of the referral by ISO and Company provides funding to such Merchant pursuant to the Merchant Agreement; and (b) the Merchant Agreement is executed by Merchant within 30 days of ISO’s referral.

Return of ISO Compensation. ISO shall immediately repay any and all Compensation received in respect of a referred Merchant, if any of the following shall occur within 45 days after the execution of the Merchant Agreement by such Merchant: (a) the Merchant defaults under the Merchant Agreement; (b) the Merchant becomes insolvent, or applies for bankruptcy or other relief from creditors; or (c) on 21 or more daily payments or 5 weekly payments, a scheduled debit of a Merchant’s account designated for payment pursuant to a Merchant Agreement is returned due to insufficient funds.

Marketing and Promotional Materials. Marketing and promotional materials used by ISO to promote the Program must include a Merchant application and a Merchant Agreement, in a form prescribed by the Company and subject to revision and/or amendment from time to time. The Company’s marks, including its name and logo (the “Marks”) may be used by ISO in conjunction only with marketing and promotional material approved by the Company.

ISO Misconduct and Non-Interference. During the course of a Merchant’s application process and for so long as a Merchant’s obligations to the Company under a Merchant Agreement remain outstanding, ISO shall not, and shall not permit any ISO Party to: distort, alter, or change any Merchant application, statements, or supporting documentation provided to the Company; solicit, or accept on behalf of any third party, any payments, commissions, gratuities, or other benefits from any Merchant in connection with the Program; or interfere with the relationship between Merchant and Company.

Confidential Information. Each party acknowledges that it may directly or indirectly receive, learn of, or have access to certain non-public information of the other party. Each party agrees to keep such Confidential Information strictly confidential and to use it only for purposes of performing its obligations under this Agreement.

Term and Termination. This Agreement shall continue until terminated by either party. Either party may terminate this Agreement at any time, with or without cause, upon written notice. Termination shall not affect any rights or obligations that accrued prior to termination.

Indemnification. ISO shall defend, indemnify and hold harmless the Company, its affiliates and their respective officers, directors, employees and agents from and against any and all claims, losses, damages, liabilities, costs and expenses (including reasonable attorneys’ fees) arising out of or related to: (a) ISO’s breach of this Agreement; (b) any act or omission of ISO or any ISO Party; or (c) any misrepresentation by ISO.

Compensation Schedule — Summary. Unless otherwise agreed in writing, offers extended to the ISO shall include a base compensation of up to eight (8) points, with an optional 2:1 upsell structure. The maximum allowable compensation under this Agreement shall be up to twelve (12) points per transaction. For transactions classified by the Company as non-revenue-based funding deals, the Company agrees to split the earned commission on a 50/50 basis with the ISO. Sedona Equity Group will confirm exact points when an offer is sent to the referred Merchant.

Governing Law. This Agreement shall be governed by and construed in accordance with the laws of the State of New Jersey, without regard to its conflict of laws principles.

IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be executed as of the date first written above. Your electronic signature delivered via DocuSign upon completion of this application will constitute your acceptance of these terms.

I have read and agree to the Independent Sales Organization Agreement above and consent to receive the ISO agreement electronically via DocuSign.

Step 4 of 4 · Tax / W-9

Form W-9 — Taxpayer Identification.

Request for Taxpayer Identification Number and Certification. We need this to issue 1099s for commission income. Provide either an SSN or an EIN — whichever your entity files under.

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Form W-9

(Rev. March 2024)

Department of the Treasury

Internal Revenue Service

Request for taxpayer

identification number and certification

Go to www.irs.gov/Formw9 for instructions and the latest information.

Give form to the requester. Do not send to the IRS.

Before you begin. For guidance related to the purpose of Form W-9, see Purpose of Form, below.

Print or type.

See Specific Instructions on page 3.

1 Name of entity/individual. An entry is required. (For a sole proprietor or disregarded entity, enter the owner’s name on line 1, and enter the business/disregarded entity’s name on line 2.)

2 Business name/disregarded entity name, if different from above

3a. Check the appropriate box for federal tax classification of the entity/individual whose name is entered on line 1. Check only one of the following seven boxes.

Individual/sole proprietor

C corporation

S corporation

Partnership

Trust/estate

LLC. Enter the tax classification (C = C corporation, S = S corporation, P = Partnership)

Note: Check the “LLC” box above and, in the entry space, enter the appropriate code (C, S, or P) for the tax classification of the LLC, unless it is a disregarded entity. A disregarded entity should instead check the appropriate box for the tax classification of its owner.

Other (see instructions)

3b. If on line 3a you checked “Partnership” or “Trust/estate,” or checked “LLC” and entered “P” as its tax classification, and you are providing this form to a partnership, trust, or estate in which you have an ownership interest. Check this box if you have any foreign partners, owners, or beneficiaries. See instructions . . . . . . . .

4 Exemptions (codes apply only to certain entities, not individuals; see instructions on page 3):
Exempt payee code (if any)

4. Exemption from Foreign Account Tax Compliance Act (FATCA) reporting code
(if any)

(Applies to accounts maintained outside the United States.)

5. Address (number, street, and apt. or suite no.). See instructions.

6. City, state, and ZIP code

Requester’s Name & address (optional)

Sedona Equity Group, 195 US-9, Suite 116, Manalapan, NJ 07726

7. List account number(s) here (optional)

Part I Taxpayer Identification Number (TIN)

Enter your TIN in the appropriate box. The TIN provided must match the name given on line 1 to avoid backup withholding. For individuals, this is generally your social security number (SSN). However, for a resident alien, sole proprietor, or disregarded entity, see the instructions for Part I, later. For other entities, it is your employer identification number (EIN). If you do not have a number, see How to get a TIN, later.

Note: If the account is in more than one name, see the instructions for line 1. See also What Name and Number To Give the Requester for guidelines on whose number to enter.

Social Security Number

- -

or

Employer identification number

-

Part II Certification

Under penalties of perjury, I certify that:

1. The number shown on this form is my correct taxpayer identification number (or I am waiting for a number to be issued to me); and

2. I am not subject to backup withholding because (a) I am exempt from backup withholding, or (b) I have not been notified by the Internal Revenue Service (IRS) that I am subject to backup withholding as a result of a failure to report all interest or dividends, or (c) the IRS has notified me that I am no longer subject to backup withholding; and

3. I am a U.S. citizen or other U.S. person (defined below); and

4. The FATCA code(s) entered on this form (if any) indicating that I am exempt from FATCA reporting is correct.

Certification instructions. You must cross out item 2 above if you have been notified by the IRS that you are currently subject to backup withholding because you have failed to report all interest and dividends on your tax return. For real estate transactions, item 2 does not apply. For mortgage interest paid, acquisition or abandonment of secured property, cancellation of debt, contributions to an individual retirement arrangement (IRA), and, generally, payments other than interest and dividends, you are not required to sign the certification, but you must provide your correct TIN. See the instructions for Part II, later.

By signing below, the ISO Partner and its owners/principals:

(1) I certify that all information and documents submitted in connection with this application are true, correct and complete.

(2) I authorize Sedona Equity Group, its agents, and lenders to obtain & receive credit reports and other information regarding the ISO Partner and its owners and principals from third parties, to verify any information provided on this application.

(3) I authorize Sedona Equity Group to obtain such information solely to prequalify me for credit options in connection with evaluating my eligibility for working capital and related financing solutions.

Click Submit to Sign via DocuSign

Signature of U.S. person

Date: 10-Jul-2026

One last step — check your email.

Your application is not complete yet. You must open the DocuSign email we just sent and electronically sign your agreement. Your ISO partnership with Sedona Equity Group will not be processed until the agreement is signed.

Check your inbox now (and your spam/junk folder) for an email from DocuSign. Open it and follow the prompts to sign.

Reference: —

Return to home

Tell us about yourself.

Personal Information

Business Information

Banking information.

Independent Sales Organization Agreement.

Independent Sales Organization Agreement

Form W-9 — Taxpayer Identification.

Form W-9

(Rev. March 2024)

Department of the Treasury

Internal Revenue Service

Request for taxpayer

identification number and certification

Go to www.irs.gov/Formw9 for instructions and the latest information.

Give form to the requester. Do not send to the IRS.

Print or type.

1 Name of entity/individual. An entry is required. (For a sole proprietor or disregarded entity, enter the owner’s name on line 1, and enter the business/disregarded entity’s name on line 2.)

2 Business name/disregarded entity name, if different from above

3a. Check the appropriate box for federal tax classification of the entity/individual whose name is entered on line 1. Check only one of the following seven boxes.

4 Exemptions (codes apply only to certain entities, not individuals; see instructions on page 3): Exempt payee code (if any)

4. Exemption from Foreign Account Tax Compliance Act (FATCA) reporting code (if any)

5. Address (number, street, and apt. or suite no.). See instructions.

6. City, state, and ZIP code

Requester’s Name & address (optional)

7. List account number(s) here (optional)

Part I Taxpayer Identification Number (TIN)

Social Security Number

or

Employer identification number

Part II Certification

Under penalties of perjury, I certify that:

Click Submit to Sign via DocuSign

Signature of U.S. person

Date: 10-Jul-2026

One last step — check your email.

4 Exemptions (codes apply only to certain entities, not individuals; see instructions on page 3):
Exempt payee code (if any)

4. Exemption from Foreign Account Tax Compliance Act (FATCA) reporting code
(if any)