Establishing secure connection…Loading editor…Preparing document…

Business Entities Page

This template is fully customizable. Edit the text, fill out the fields, and send it for signature. Give it a try!

BUSINESS ENTITIES PAGE — GENERAL BUSINESS AGREEMENT

Parties and Entity Information

Party A (Entity Name):

Party B — Entity Information

Party B (Entity Name):

Recitals

WHEREAS, Party A, an entity formed under the laws of and engaged in the business of , desires to retain Party B to perform certain services as set forth herein.

WHEREAS, Party B, an entity formed under the laws of and engaged in the business of , has agreed to provide such services under the terms of this Agreement.

NOW, THEREFORE, in consideration of the mutual covenants contained herein and other good and valuable consideration, the Parties agree as follows.

Scope of Work

The Parties agree that Party B will perform the services described below. All deliverables, milestones, and acceptance criteria shall be administered in accordance with this section.

Payment Terms

Compensation: Party A shall pay Party B the amounts set forth below in exchange for the services and deliverables set forth in the Scope of Work.

Term and Termination

This Agreement shall commence on and shall continue until , unless earlier terminated in accordance with this Agreement.

Either Party may terminate this Agreement for convenience upon written notice to the other Party given at least days prior to the effective date of termination.

Confidentiality

Each Party acknowledges that in the course of performance it may receive Confidential Information of the other Party. "Confidential Information" shall include non-public business, financial, technical, customer, and pricing information, and any information marked or otherwise identified as confidential.

Each Party agrees (a) to hold Confidential Information in strict confidence, (b) to use such Confidential Information solely to perform obligations under this Agreement, and (c) not to disclose such Confidential Information to third parties except as permitted herein. Each Party shall take reasonable measures to protect Confidential Information, no less than the measures it takes to protect its own confidential information of similar importance.

Exceptions: Confidential Information does not include information that is (i) publicly known through no breach of this Agreement, (ii) rightfully received from a third party without restriction, or (iii) independently developed without use of the other Party's Confidential Information. A receiving Party may disclose Confidential Information when required by applicable law or valid order of a court or governmental authority, provided the receiving Party gives prompt written notice to the disclosing Party and cooperates to seek a protective order or other appropriate remedy.

Upon termination of this Agreement, each Party shall promptly return or destroy the Confidential Information of the other Party and certify in writing to that effect. The obligations of confidentiality shall survive termination for a period of three (3) years, except that trade secrets shall remain protected for as long as they qualify as trade secrets under applicable law.

Governing Law; Dispute Resolution

This Agreement shall be governed by and construed in accordance with the laws of the State of without regard to choice-of-law principles. The Parties shall first attempt in good faith to resolve disputes through negotiation. If negotiation fails, the Parties agree that disputes shall be resolved by binding arbitration or litigation as selected by the Parties in writing.

Entire Agreement; Miscellaneous

This Agreement, including any exhibits and attachments, constitutes the entire agreement between the Parties with respect to its subject matter and supersedes all prior and contemporaneous agreements, proposals, or understandings, whether written or oral. Any amendment or modification of this Agreement must be in writing and signed by authorized representatives of both Parties.

If any provision of this Agreement is held to be invalid or unenforceable, the remainder of the Agreement shall remain in full force and effect and the invalid or unenforceable provision shall be reformed to the maximum extent permitted under applicable law to give effect to the Parties' intent.

Authorization

Each Party represents and warrants that it has the full corporate power and authority to execute this Agreement and to perform its obligations hereunder, and that the person signing on behalf of each Party is authorized to bind that Party.

Party A — Printed Name:

By:

Date:

Party B — Printed Name:

By:

Date:

Enter text✕
Prepare your document for signing right on this page
  • 01 Edit the text and complete the fields
  • 02 Click Sign Now and on the next screen add recipients and signature fields in SignNow
  • 03 Start your free trial to sign and send your doc
Sign Now

What the Business Entities Page Is and Why It Matters

A Business Entities Page is a structured record that captures core details about a corporate or organizational entity for transactional, compliance, or vendor-management purposes. It typically lists the legal entity name, formation jurisdiction, entity type (LLC, corporation, partnership), federal tax identification number (EIN), authorized signers and their titles, and contact and registered-agent information. The page is used by banks, vendors, clients, and regulators to verify authority, tax status, and point of contact, and it supports downstream tasks such as contract execution, tax reporting, and onboarding workflows.

Why you need a clear Business Entities Page

A concise Business Entities Page reduces onboarding friction, provides a single source of truth for legal and tax data, and documents signer authority for downstream transactions.

Why you need a clear Business Entities Page

Who commonly completes the Business Entities Page

Typical preparers include company administrators, legal or finance staff, and third-party onboarding teams responsible for collecting entity credentials.

  • Legal or corporate counsel preparing entity facts for contracts and compliance.
  • Finance or accounts payable teams collecting EINs and remittance addresses for payments.
  • Vendor management or procurement teams verifying authorized signers and tax forms.

The information supports external partners, compliance teams, banks, and internal approvers who rely on verified entity details.

Representative users and signers

Company Administrator

A corporate administrator or operations manager who assembles formation documents, EIN confirmation, and registered-agent details; responsible for accuracy and for updating records when leadership or addresses change.

Authorized Signatory

An officer or designated agent (CEO, CFO, managing member) who has signature authority on behalf of the entity and who must appear on signature blocks with job title and date to validate transactions.

Essential components to include on the page

A professional Business Entities Page organizes entity-identifying data, authority details, and verification artifacts so recipients can confirm legal existence and signer authority without separate requests.

Legal Entity Name

Record the exact legal name as registered with the state or formation jurisdiction; mismatches with formation documents or EIN records create verification delays.

Entity Type

Indicate LLC, C corporation, S corporation, partnership, or sole proprietorship so reviewers understand tax and governance implications.

Formation Jurisdiction

List the state or foreign jurisdiction of formation and the state where the entity is authorized to do business if different.

Federal EIN

Provide the nine-digit Employer Identification Number used for tax reporting and payment setup.

Authorized Signers

Name each signer, their title, relationship to the entity, and the signature block format to be used on contracts.

Supporting Documents

Attach formation documents, Articles/Certificate of Formation, operating agreement or bylaws, and a recent certificate of good standing as verification.

Step-by-step: completing the Business Entities Page

Follow these sequential steps to assemble, verify, and finalize the page for distribution or filing.

  • 01
    Gather documents: Collect formation records, EIN confirmation, and recent good standing certificate.
  • 02
    Complete fields: Enter names, dates, EIN, and registered-agent details exactly as shown on source documents.
  • 03
    Verify authority: Confirm signer authority using bylaws, operating agreement, or board resolution.
  • 04
    Attach proofs: Upload formation documents and any certificates used for verification.

Typical routing and submission destinations

After assembly and signatures, route the Business Entities Page to internal and external stakeholders in a consistent order.

  • Internal Records: Store final page with legal and finance teams for internal reference.
  • Vendor or Customer: Send to counterparties needing proof of entity data for contracting or payments.
  • Banking: Provide to banks for account opening and ACH setup where required.
  • Regulatory Filings: File with agencies only when attached to official submissions or registration processes.

Configuring an online workflow for the page

Set up a digital workflow that enforces field completion, signer authentication, and annex uploads to minimize follow-ups.

Template Fields Create required fields, conditional visibility, and validation rules for key entries.
Authentication Use email link or SMS code; choose stronger verification for high-risk transactions.
Signer Order Define sequential or parallel signing to match internal approval processes.
Attachment Rules Require document attachments for formation proof and set accepted file types.
Audit Trail Enable comprehensive logs capturing timestamps, IP, and signer actions for compliance.

Technical considerations for eSubmission and integrations

Ensure your eSignature platform supports required authentication, file formats, and integrations for downstream systems.

  • Supported formats: PDF, DOCX, and XLSX exports for records and filings.
  • Integrations: Salesforce, NetSuite, Microsoft 365, Google Workspace integrations available.
  • Authentication options: Email link, SMS code, and advanced authentications supported.

How a Business Entities Page compares to related documents

Use this comparison to choose the right document for verification, filing, or contractual needs.

Document Type Business Entities Page Articles of Incorporation Operating Agreement W-9
Primary purpose verification formation record governance rules taxpayer id
Filing requirement state filing required usually not filed no (provide on request)
Typical signers authorized officer incorporator/agent members/managers payee/recipient
Notarization required rarely often for certain filings rare not required

eSignature vendor pricing and capability comparison

Compare common eSignature plans and basic capabilities relevant to processing Business Entities Pages; signNow is shown first per vendor ordering rules.

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 by vendor Varies by vendor Varies by vendor Varies by vendor
Bulk Send Yes (premium tiers) Yes Yes Yes No
Audit Trail Yes Yes Yes Yes Yes
HIPAA Compliant Yes (BAA available) Yes (BAA available) Yes (BAA available) No No
Envelope Cap No cap 100 envelopes/user/year limit Varies by plan Varies by plan Varies by plan

Security, encryption, and compliance capabilities to verify

Encryption in transit: TLS 1.2/1.3
Encryption at rest: AES-256 encrypted storage
Certification: SOC 2 Type II available
Healthcare compliance: HIPAA compliant (BAA required)
Regulatory support: 21 CFR Part 11 supported
International standards: ISO 27001 certified

Key penalties and legal risks of errors

Incorrect TIN: Backup withholding 24% may apply
Late 1099 filings: $60–$330 per form (IRC §6721)
I-9 paperwork: $281–$2,789 per violation
Unauthenticated signatures: Possible non-enforceability in disputes
Improper retention: Regulatory fines or audit exposure
Missing authority proof: Contracts may be voidable

Common preparation mistakes to avoid

  • Entering abbreviated or mismatched legal names that do not align with formation documents or EIN records, causing verification failures and delays.
  • Failing to attach supporting formation documents, leading recipients to request additional proof or refuse onboarding.
  • Allowing unsigned or dated signature blocks to circulate; unsigned pages negate the intended authority and can block transactions.
  • Using inconsistent signer titles or lacking a corporate resolution that confirms the signer’s authority for high-value contracts.

Timing and deadlines often relevant to the page

Certain related filing and reporting deadlines affect when supporting documents must be delivered; plan around these dates when assembling the page.

W-9 provision:

Provide upon payer request; no fixed IRS deadline

1099-NEC filing:

Recipient and IRS due Jan 31

1099-MISC electronic:

IRS electronic due Mar 31

Form 1040 individual:

April 15 standard filing deadline

FBAR filing:

April 15 with automatic extension to Oct 15 (FinCEN)

Key milestones from draft to filing

Track these sequential milestones to ensure complete verification and timely submission.

01

Draft and gather proofs

Assemble entity data and attach formation, EIN, and good standing documents.

02

Internal review

Legal and finance confirm signer authority and tax identifiers.

03

Execute signatures

Obtain required signatures with dates and titles; record audit trail.

04

Distribute and file

Send to recipients, update internal records, and submit to agencies if required.

Practical elements that improve acceptance and verification

Including these four elements reduces back-and-forth and speeds verification by counterparties and banks.

Explicit signature block

Include printed name, title, date, and a notation of the signer’s authority (e.g., 'By: John Doe, CFO; authorized signatory').

Document attachments

Attach Articles/Certificate of Formation, EIN confirmation letter (IRS CP575), and a current certificate of good standing when available.

Governing law

State the governing state for disputes and interpretation to align expectations between parties.

Contact details

Provide a primary contact name, phone number, and email for verification queries and follow-up.

Practical tips for accuracy and speed

Follow these recommended practices to reduce rework and to improve downstream acceptance by banks and vendors.

Use source documents for verification
Always populate fields from primary records (state formation filings, IRS EIN issuance letters). Cross-check names and numbers to avoid backup withholding or onboarding delays.
Standardize date and name formats
Use MM/DD/YYYY for dates and full legal names without abbreviations. Consistent formats prevent misinterpretation in automated systems and manual reviews.
Require proof attachments
Make attachments mandatory for formation and EIN confirmation when the recipient requires documented authority to accept the Business Entities Page.
Keep an audit trail
Capture timestamps, IP addresses, and signer authentication logs. These records support enforceability under ESIGN and can be critical in disputes.

Industry examples showing typical use

Real organizations use entity pages during onboarding, account opening, and contract execution; summarized examples below illustrate outcomes.

Optica Ventures — Operations

When onboarding investors, the team centralizes formation and EIN documents on a single page for each entity.

  • This reduced follow-ups.
  • The interface is simple and easy-to-use for their team and customers, and it allowed faster verification during funding and deal closing while keeping a single authoritative record for each investor.

Martin Properties — Real Estate

Property managers attach entity pages to lease and escrow processes for corporate tenants.

  • This streamlines title review.
  • By consolidating formation papers, signer authority, and contact details into one page, managers reduced title-request cycles and improved compliance when coordinating closings across jurisdictions.

Frequently asked questions and troubleshooting

Answers to common questions about completing, signing, and storing a Business Entities Page, with practical remedies for frequent issues.


Need help? Contact support

be ready to get more
Join over 28 million airSlate SignNow users
Sign Now
Company
Forms
Pricing
Resources
Knowledge base
Other Products
© 2026 airSlate Inc. All rights reserved.