"Changing the Shop Name or Owner? Check the Merchant Account First"
"Source","https://bluefinchadvisors.com/blog/merchant-account-entity-dba-change-notification-record"
"Basis","User-entered planning records. Filled fields do not establish completion, approval or compliance."

"Change type and internal transaction reference","Current and proposed identity record references","Provider notice and required process","Customer-facing surfaces affected","Approval and effective-date evidence","Historical records and unresolved owner","Missing required fields"
"Fictional DBA change C-11","Entity file A, proposed trade-name file B","Awaiting provider classification","Receipt, descriptor, payment page","No approval recorded","Current records preserved, owner assigned","None"

"Use this worksheet"
"Starting values are fictional examples, not merchant or customer records."
"Check the source record before marking a step complete. Unknown is not approval."
"This manual worksheet does not connect to a provider or make account changes."
"Export to approved storage before leaving the page."

"Sources"
"Stripe: entity changes following a sale or acquisition","https://support.stripe.com/questions/transfer-a-stripe-account-to-a-different-entity-due-to-a-business-sale-or-acquisition"
"Stripe: changing the account user who holds ownership","https://support.stripe.com/questions/change-the-owner-of-a-stripe-account"
"BlueFinch: human advisor service scope","https://bluefinchadvisors.com/toolbox/dedicated-advisor"
"BlueFinch: actual online-payment features and activation limits","https://bluefinchadvisors.com/toolbox/online-payments"
"BlueFinch: Books setup and reviewed recordkeeping","https://bluefinchadvisors.com/toolbox/bookkeeping"