To set up your Nav Extend account, we’ll need the following information:
Personal details
First and last name
Title
Phone number
Business email address
Business details
Legal business name
DBA/fictitious business name registration (optional)
Date business formed
Business website or social media sites
Ownership and shares (can be multiple owners, need to add up to 100%)
Business structure (affiliated entities, parent companies, or subsidiaries)
Documents
Secretary of State filing
Operating agreement (as needed)
Partnership agreement (as needed)
Articles of Organization (as needed)
Trust documents (as needed)
Program information
Title
Description
Minimum and maximum credit limit
Payment terms (e.g. due 30 days after invoice)
Discount (if any)
For sole proprietors, we need the following documents
DBA/fictitious business name registration
Business license
IRS EIN Assignment Letter
Schedule C
We may need to request more information if the documents you provide don't clearly identify the business owner(s) or member(s).