How Agents Add Their Direct Deposit and/or Credit Card Information

1. Go to www.darwin.TransactionPlan.com

2. Enter the User name and Password (can be requested from darwin Administrator)

3. Click Log in

4. Click on the Tools tab

5. Click on Agent Payments

6. Click on Agent Name

Payment Info Window for the agent screen will pop-up

7. Enter all Agent information at the top of the pop-up box

8. Enter Credit Card information, Agent's name bust appear EXACTLY as the name appears on the credit card

9. Enter Bank/ACH information, Agent's name must appear EXACTLY as it appears on the bank account

10. click Save

The Save button will save information in your Forte merchant portal. Agent information is never saved in darwin or TransactionPlan.