What Fields Are Requested?


If signing up as an individual (someone without an EIN), you'll need to provide your name, address, date of birth, and last four of SSN. If signing up as a business, you will need to provide your business's name, EIN, website if you have one, email address, phone number and address. You will also need to provide your details (name, address, DOB, last four of SSN) and potentially those of the owners and/or executives at your company.

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