How to use or fill out the pif form with our platform
- Click ‘Get Form’ to open the Principal Information Form (PIF-2) in the editor.
- Begin by selecting whether you are a 'Person' or 'Entity.' If you choose 'Entity,' fill in your Tax ID number, legal name, and company address as shown on the W9 IRS form.
- For individuals, complete your last name, first name, middle initial, and any aliases. Ensure all fields are filled accurately.
- Proceed to provide your physical and accounting addresses. If they differ, specify your relationship to the accounting address.
- Complete sections regarding professional licenses and certifications if applicable. Include details such as issuing board and expiration dates.
- Answer questions related to sanctions or criminal history truthfully. Attach additional sheets if necessary for explanations.
- Finally, review all entries for accuracy before signing off on the validity of the information provided.
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