Guide to Setting Up Your Business with Collective
Introduction
This guide is designed to assist new members of Collective in completing their business setup process. It outlines the steps necessary for business verification and connecting a business bank account. By following these instructions, members will be able to successfully onboard and integrate their business details with Collective.
Step-by-Step Instructions
Complete Business Verification
Begin the process by completing your business verification. This step is crucial for ensuring that your business is recognized and properly documented.
Enter Personal Information
Input your personal information, including your name, nickname, date of birth, phone number, social security number, citizenship, and primary residence.
Provide Additional Personal Details
Fill in additional personal details such as your pronouns and marital status, indicating whether you have a registered domestic partner.
Enter Spouse or Domestic Partner Information
If applicable, provide information about your spouse or domestic partner, including their full name, birthday, address, citizenship status, and social security number.
Enter Business Information
Proceed by entering your business name and address, which are necessary for identifying your company.
Validate Your Business Information
Enter your Employer Identification Number (EIN) and validate your business address to ensure accuracy.
Confirm Information Accuracy
Review the page that summarizes all entered personal, spousal, and business information to confirm its accuracy before proceeding.
Complete Business Verification Process
The system will upload your articles from the Secretary of State. You can access a copy on your business entity page. Ensure that your business verification is fully completed before moving on.
Conclusion
By following these steps, you have successfully set up your business with Collective. This guide has walked you through entering and verifying personal and business information, ensuring a smooth onboarding process. Your business is now set up and ready to move forward with Collective.