Business Identity
Legal name, DBA, state of formation, and entity type (LLC, corporation, sole proprietor).
Using a standardized Business Affiliate Application reduces onboarding errors, supports regulatory compliance, and creates a documented record of authorization and tax status. It also helps centralize vendor data for payments, background screening, and contract assignment while providing a consistent audit trail for internal control and external review.
Organizations across procurement, partnerships, finance, and legal use the Business Affiliate Application to evaluate and enroll third-party affiliates.
Departments that receive the completed form usually include accounts payable, compliance, and the business unit sponsoring the affiliate relationship.
Legal name, DBA, state of formation, and entity type (LLC, corporation, sole proprietor).
EIN or SSN, tax classification (S corp, C corp, partnership), and W-9 attachment when required.
Name, title, phone, email, and preferred billing contact for operations and invoicing.
Remittance address, ACH routing and account numbers, or payment portal details and terms.
Name and title of the person authorized to bind the business, with signer’s email and signature block.
Anti-corruption, data privacy, insurance limits, and industry-specific attestations or certifications.
| Field | Configuration |
|---|---|
| Routing | Sequential approver order or parallel reviewer groups |
| Authentication | Email verification with optional SMS code or ID check |
| Template | Save as reusable template for repeat onboarding |
| Storage | Auto-save PDF to cloud storage (Box, Google Drive, NetSuite) |
Use a secure platform that supports common file formats and integrates with your document management systems.
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day free trial | Varies | Varies | Varies | Varies |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
Provide upon payer request; keep current
Jan 31 to recipient and IRS
Recipient Jan 31; IRS paper Feb 28; electronic Mar 31
April 15 (Form 1040); Oct 15 with Form 4868 extension
Retain 3 years after hire or 1 year after termination (8 CFR §274a.2)