What to Have Ready for Your Group Onboarding

Before you start your group onboarding application, it helps to gather key documents and details so the process goes smoothly. You may not need every item listed, and we may request additional documents depending on your situation.

Don’t worry—you can start the form now and come back later if needed.

Basic Group Details

• Official group name

• Legal entity type (LLC, Corporation, etc.)

• Date of formation/incorporation

• Tax ID (EIN)

• Registered business address

• Mailing address (if different)

Primary Contact

• Full name

• Title/role

• Email

• Phone

Ownership & Management

• List of owners/partners (names, titles, ownership percentages)

• Contact info for each owner/partner

• ID for each owner/partner (driver’s license, passport)

Supporting Documents (as applicable)

• Articles of Incorporation or Organization

• Operating or Partnership Agreement

• IRS EIN confirmation letter

• Business license or registration

• Proof of address (utility bill, lease, etc.)

Financial Information

• Bank account details (for direct deposit or billing)

• Recent bank statement (for verification)

• Voided check (for ACH setup if needed)

Insurance & Compliance (if applicable)

• Proof of liability or workers’ comp insurance

• Compliance certificates or industry permits

Additional Documents (if needed)

Depending on your group’s services or location, you might also need:

• Facility licenses

• CLIA certification (for labs)

• Equipment certifications

• Specialized permits (healthcare, food service, etc.)

• Any other regulatory documents required for your operations

Other Helpful Info

• Description of your services

• Website or social media links

• Any prior agreements or contracts relevant to onboarding

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Tip: Gather what you can before starting, but don’t let missing documents hold you back. You can upload additional items later if needed. If you have questions about what applies to your group, reach out to our onboarding team anytime.