Application Help Guide

Before you get started, click here to review tips for completing your application.

Click on the topics below to access each specific help guide. When you click on a topic, you’ll be redirected to a new webpage.

1. Secretary of State Registration

2. State or Government-issued ID (Identification)

3. Plaid Session

4. Proof of Operating Address

5. Proof of Home Address

6. Tax Documents

7. Multiple Schedule Cs

8. Voided Check

9. Certificate of Grant Recipient

10. Grant Agreement Letter

11. ACH Document

12. W-9

13. TIN/SSN or EIN Number

14. Nonprofit Considerations

15. How to Scan Documents on your Mobile Device