Having the following details on hand will make the enrollment form quick and easy:
- Legal name
- EIN / Tax ID
- Contact information
- Incorporation date
- Contact information (name, address, phone, email)
- Date of birth (DOB)
- Social Security Number (SSN)
- Note: Your SSN is required as part of federal regulations, including the Patriot Act.
Bank Account Information
- Name on Bank Account
- Routing Number
- Account Number
- If you are a registered 501(c)(3), you'll need your 501(c)(3) Determination Letter that you received from the IRS.
- If you currently sell or plan to sell prescription medications through Shelterpay, you'll need to submit a colored copy of the front and back of your driver's license.