financial services addendum

For a CSP customer signing the Microsoft Customer Agreement (MCA), download the official Financial Services Amendment, provide it to the customer, and associate it with the agreement package rather than drafting separate financial-services terms.

If this is a CSP Microsoft Customer Agreement

Microsoft publishes a worldwide Financial Services Amendment. For countries without a country-specific version, use the January 2025 English version:

Download the Financial Services Amendment – Worldwide, English

Microsoft states that this is a standard MCA amendment and does not require prior Microsoft approval before it is presented to the customer. However, only Direct Bill Partners and Indirect Providers can download amendment files through the CSP resources; an Indirect Reseller must obtain them from its Indirect Provider.^1^

Proceed as follows:

1. Confirm that the underlying customer contract is an MCA, and confirm the customer’s country/region.
2. Download the corresponding country-specific Financial Services Amendment if one is listed; otherwise use the worldwide English version above.
3. Send both the MCA and amendment to the customer for legal review.
4. Ensure the customer accepts the applicable MCA using the normal CSP acceptance or partner-attestation process.
5. Retain the amendment with the customer’s agreement records.

If the customer is subject to the EU Digital Operational Resilience Act, the same Microsoft page separately provides the Financial Services Amendment DORA Addendum. Do not substitute that document for the general Financial Services Amendment unless DORA applies.^1^

If this is a Volume Licensing eAgreement

Do not attach the MCA amendment until the agreement program has been confirmed. The correct amendment can depend on whether the package is EA/EAS, EES, Open Value, Select Plus, or another program.

1. Open the deal in eAgreements and identify its exact agreement/program type.
2. Search Microsoft’s Addendums, Agreements, and Amendments licensing index for a Financial Services Amendment applicable to that program, country, and language.^2^
3. If no matching amendment is listed or selectable, ask the Microsoft seller, licensing solution provider, or indirect provider for the agreement-specific document and any required Proposal ID/document code.
4. Upload it only after its applicability to that agreement has been confirmed.

For EES specifically, eAgreements supports uploaded amendments. The amendment’s title should use the format Proposal ID, Document Code; Microsoft documents separate handling for electronic and physical signatures.^3^ That procedure is documented for EES and should not be assumed to apply unchanged to other agreement programs.

If the applicable amendment cannot be found or attached, submit a Volume Licensing support request and include:

• Agreement type and agreement/License ID
• Customer country/region
• Exact requested document: Financial Services Amendment
• Whether the customer is also requesting the DORA addendum
• Screenshot showing that the amendment is unavailable in eAgreements
• Proposal ID, if one has already been issued

Volume Licensing support requests can be submitted online; Microsoft also directs customers to their partner or seller for licensing-solution advice.^4^

References

1. Cloud Solution Provider (CSP) program guide, agreements, price lists, and offers
2. Licensing Documents - microsoft.com
3. EES Agreement preparation and submission
4. Contact volume licensing support