Filling out this form will allow us to enroll you with the banks so we can get you into the software
First Name
*
Last Name
*
Phone
*
Email
*
EFIN Holder Information
Company Name
*
PTIN Number
*
EFIN Number. If you have multiple numbers please separate them by comma. (Ex: 00000, 11111, 22222)
*
Business Formation Type
*
Sole Prop
Partnership
LLC
Other
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EFIN Owner's First Name
*
EFIN Owner's Last Name
*
EFIN Issued Street Address
*
EFIN Issued City
*
EFIN Issued State
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EFIN Issued Postal / Zip Code
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IRS TRACKING NUMBER (found ion efile summary page)
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Owner Office Phone Number
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Owner Home Phone Number
*
Owner Cell Phone Number
*
Owner Email
*
Owner's Date of Birth
*
Owner's State Photo ID
*
What is your EFIN Registered Under? (EIN or SSN)
*
EIN
SSN
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Company EIN (Employer Identification Number) If Applicable
Financial Information - The bank where funds will be deposited from.
Name of Financial Institution
*
Name on the Account
*
Type of Account
*
Checking
Savings
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Routing Number
*
Account Number
*
Primary Use Of Account
*
Business
Personal
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