Required business info check list

Please make sure you have the information listed below.

  • Legal business name; any DBA

  • Entity type; state of formation; date of formation

  • Years in business; EIN or other tax ID

  • Physical address; mailing address if different

  • Main phone; website; business email

  • Primary contact name, title, direct phone, email

  • NAICS/industry description

  • Parent company or headquarters info, if any

  • Best time to reach; preferred method of contact

  • Do you have or have had a D-U-N-S number issued for your business