Get Business Entity Authorization

This guide provides clear instructions on how to complete the Business Entity Authorization form online. Following these steps will ensure that your submission is accurate and efficient, facilitating the authorization process for your business entity.

Follow the steps to complete your Business Entity Authorization form online.

1. Press the ‘Get Form’ button to access the Business Entity Authorization form and open it in your preferred editor.
2. In Section 1, provide your account number(s). Indicate whether this authorization will apply to all fund accounts under your Member ID or only to specific fund account number(s) listed.
3. Move to Section 2. Fill in the identification details of your business entity, including the phone number, name of the business entity, address, city, state, and ZIP code.
4. Proceed to Section 3, where you will provide information for authorized signers. Print their names, titles, and dates of birth. Ensure that their signatures are affixed next to their printed details.
5. Review the authorization requirements outlined in Section 4. Confirm that you understand that only one authorized signer is needed and that this individual can transact business independently.
6. Sign and date the form in Section 4, certifying that you are an authorized representative of the business entity and that all information provided is true.
7. Once you have filled in the form completely, save your changes. You can choose to download, print, or share the completed Business Entity Authorization form.

Complete your Business Entity Authorization form online today to ensure a smooth process for your business.