Guide to completing the Business Entity Information form 2026

1. Click ‘Get Form’ to open it in the editor.
2. In Section 1, indicate whether this authorization applies to all accounts or specific account numbers. If no account number is provided, it will apply to all accounts under the legal entity.
3. Proceed to Section 2 and fill in the business entity name, address, phone number, and nature of the business. Select the type of entity from the provided options.
4. In Section 3, determine if your entity qualifies for any exemptions. If yes, select the appropriate letter; otherwise, complete all required fields including Social Security numbers.
5. Complete Section 4 by providing information for at least one authorized signer. Include their name, title, residential address, date of birth, and signature.
6. If applicable, fill out Section 5 with details of beneficial owners who own 25% or more of the business entity.
7. Finally, review Section 6 for agreements and signatures before submitting your completed form.

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