What if the EIN is incorrect on the page?

Correct the EIN immediately and request a revised signed page. An incorrect EIN can trigger IRS backup withholding at 24% and cause information return rejections under IRC rules.

Can this page be signed electronically?

Yes. Electronic signatures meeting ESIGN (15 U.S.C. ch. 96) and UETA standards create legally enforceable records, provided intent, consent, attribution, and retention requirements are met.

Is a notarization always required?

Not necessarily. Notarization depends on the document’s legal purpose and state rules; deeds, certain filings, and some powers of attorney commonly require notarization or witnesses.

How should signatory authority be proven?

Attach a corporate resolution, bylaws excerpt, or power of attorney that names the signer and scope. For agencies and agents, a dated delegation prevents later challenges.

What authentication level is recommended for signing?

Use email plus optional SMS or knowledge-based authentication for higher assurance. For regulated transactions, stronger identity proofing or multi-factor may be appropriate.

How do I correct errors after signing?

Prepare an amendment or corrected page and have authorized parties re-sign. Maintain both versions with clear audit trail entries to show why changes were made.

Electronic Signature
Templates
Miscellaneous
Business Information Page

Business Information Page

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

BUSINESS INFORMATION PAGE — GENERAL BUSINESS AGREEMENT

Parties

Client Name: Business Entity Type: Corporation LLC Partnership Other

Service Provider Name: Business Entity Type: Corporation LLC Partnership Other

WHEREAS

WHEREAS, Client has requested certain business services and information coordination to be provided by Service Provider, and Service Provider warrants that it has the expertise and resources to provide such services under the terms set forth herein.

WHEREAS, the parties desire to set forth the scope, payment terms, confidentiality obligations and other material terms in a written agreement to govern their relationship.

NOW, THEREFORE, in consideration of the mutual promises contained herein and other good and valuable consideration, the receipt and sufficiency of which are acknowledged, the parties agree as follows.

Business Contact & Company Data

Registered Business Name Doing Business As (DBA) Registered Address Mailing Address (if different)

Primary Contact Name

Contact Title

Phone

Email

Federal Tax ID / EIN

Business Start Date

NAICS / SIC Code

Number of Employees

Annual Gross Revenue (most recent fiscal year)

Banking & Payment Instructions

Remittance Bank Name

Routing Number

Account Number

Authorized Payments Contact

Scope of Work

The Service Provider shall perform the following services and provide the following information as part of this agreement. The Scope of Work describes minimum deliverables, performance standards, and any milestones.

Payment Terms

Compensation for the Services shall be paid in accordance with the schedule set forth below. All fees are exclusive of taxes unless stated otherwise.

Total Contract Amount Payment Schedule Late Payment Fee

Term and Termination

This Agreement shall commence on the Effective Date and shall continue until the End Date, unless earlier terminated in accordance with this section.

Effective Date: Term End Date: Termination Notice Period:

Either party may terminate this Agreement for material breach if the breaching party fails to cure such breach within the notice period set forth above following delivery of written notice. Termination shall not relieve either party of obligations accrued prior to the effective date of termination, including payment for services rendered.

Confidentiality

Each party shall maintain in confidence all non-public information disclosed by the other party that is identified as confidential or that reasonably should be understood to be confidential given the nature of the information and the circumstances of disclosure. Confidential information excludes information that (i) is or becomes publicly available through no breach; (ii) is lawfully received from a third party without restriction; (iii) is independently developed without use of confidential information; or (iv) is required to be disclosed by law, provided the disclosing party gives prompt notice and cooperates to limit the disclosure.

Representations and Warranties

Each party represents that it has full corporate or entity power and authority to enter into this Agreement and that the execution and delivery of this Agreement has been duly authorized. Service Provider warrants that services will be performed in a professional and workmanlike manner consistent with industry standards.

Insurance and Compliance

Service Provider shall maintain, at its expense, insurance coverage appropriate to the services provided and comply with all applicable laws and regulations. Upon request, Service Provider shall provide certificates of insurance evidencing coverage required by Client.

Insurance Carriers / Policy Numbers

Governing Law; Dispute Resolution

This Agreement shall be governed by and construed in accordance with the laws of the jurisdiction set forth below, without regard to conflict of law principles. The parties shall first attempt to resolve disputes through good faith negotiation prior to pursuing litigation.

Governing Jurisdiction:

Entire Agreement; Amendments

This Agreement, including all exhibits and attachments, constitutes the entire agreement between the parties regarding its subject matter and supersedes all prior and contemporaneous agreements, proposals and communications, whether oral or written. Any amendment must be in writing and executed by authorized representatives of both parties.

Certifications

The undersigned certify that they are authorized to execute this Agreement on behalf of the party they represent, and that the information provided on this Business Information Page is true, complete and accurate to the best of their knowledge.

Client

Printed Name:

By:

Date:

Service Provider

Printed Name:

By:

Date:

What a Business Information Page Is and when it’s used

A Business Information Page is a structured form that collects core details about a company—legal name, business type, tax identification, principal address, authorized signatories and contact information. It is used by banks, vendors, regulators, and counterparties to verify identity, tax status, and authority to transact. For many workflows it functions as a uniform intake record that reduces back-and-forth, supports due diligence, and serves as a reference for later agreements or filings.

Why a clear Business Information Page matters

A complete, accurate Business Information Page minimizes onboarding delays, supports correct tax reporting, and documents who can legally bind the company. It establishes a consistent source of truth for vendor setup, bank onboarding, and compliance checks without relying on email threads or informal notes.

Who typically prepares and reviews this page

Common users complete or request the Business Information Page during onboarding, contracting, or regulatory checks.

Accounting and finance teams setting up vendor payments and tax records.
Legal and compliance reviewers confirming signatory authority and documentation.
Sales and procurement teams onboarding new customers or suppliers.

Maintain a single verified copy and route updates through the same roles to avoid conflicting records.

Step-by-step: complete a Business Information Page

Follow these sequential steps to collect and verify the information commonly required on the page.

01

Prepare: Gather EIN, formation documents, and registration details.
02

Enter core data: Provide legal name, DBA, entity type, and physical address.
03

Confirm authority: List authorized signers with titles and attach supporting resolution.
04

Verify and retain: Check entries, record signer method, and save the final copy.

Common preparation pitfalls to avoid

Using informal or abbreviated company names that do not match formation or tax records, causing verification failures with banks or vendors.
Submitting an expired or unsigned corporate resolution claiming signing authority, which forces re-execution and delays payments.
Providing only a P.O. box for principal address when a physical location is required for tax or licensing purposes.
Entering names or TINs with typographical errors that trigger IRS backup withholding or returned payments.

Data elements and minimal security expectations

Encryption: TLS 1.2/1.3; AES-256 at rest

Access controls: Role-based access required

Audit trail: Timestamp and IP recorded

HIPAA readiness: BAA available when needed

Authentication: Email, SMS, or stronger options

Retention logs: Immutable change history

Consequences of incorrect or missing information

Incorrect EIN: May trigger 24% backup withholding

Late 1099 filing: $60–$330 per form penalties

Unauthorized signer: Contracts may be voidable

Missing notarization: State filing rejection possible

HIPAA violations: Civil penalties and corrective actions

I-9 errors: $281–$2,789 per violation

Typical online workflow settings for business pages

Configure templates and routing so each Business Information Page follows the same verification and retention steps.

Field	Configuration
Template	Pre-fill repeated company fields
Routing order	Requester → Finance → Legal approval
Authentication	Email link or SMS code
Retention policy	Archive with access controls

Digital submission and platform considerations

Choose a platform that supports secure upload, signer authentication, and a clear audit trail before accepting electronic submissions.

Integrations: Salesforce, NetSuite, Microsoft 365
File formats: PDF, DOCX, HTML, XLSX
Authentication: Email, SMS, KBA options

eSignature vendor comparison relevant to Business Information Pages

This table summarizes starting prices and common feature availability across leading eSignature providers. signNow appears first for direct feature parity.

	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	No	No	Yes, limited	Yes, limited
Bulk Send	Yes	Yes	Yes	Yes	No
Audit Trail	Yes	Yes	Yes	Yes	Yes
HIPAA Compliant	Yes	Yes	Yes	No	No

Timing and deadlines to keep in mind

Certain information triggers reporting or filing deadlines; provide requested business data promptly to avoid penalties or withholding.

W-9 delivery:

Provide upon payer request; no fixed IRS deadline

W-2 distribution:

Employee copies due Jan 31 each year

1099-NEC filing:

Recipient and IRS due Jan 31

Form 1040:

Individual tax filing due April 15 (extension to Oct 15)

FBAR:

Due April 15 with automatic extension to Oct 15

Who typically has authority to sign

Authorized Officer — President or CEO

An officer listed in corporate formation documents or corporate bylaws commonly has inherent authority to execute routine business documents. For non-standard commitments, a board resolution or written delegation should be attached to confirm scope and avoid disputes over validity.

Registered Agent or Designee

A designated company agent may sign for administrative items when a formal delegation exists. When relying on an agent, attach written authorization or power of attorney to verify the delegation and include effective and expiration dates.

Frequently asked questions and troubleshooting

Answers to common implementation and compliance questions when preparing or accepting Business Information Pages.

Need help? Contact support

What if the EIN is incorrect on the page?
Correct the EIN immediately and request a revised signed page. An incorrect EIN can trigger IRS backup withholding at 24% and cause information return rejections under IRC rules.
Can this page be signed electronically?
Yes. Electronic signatures meeting ESIGN (15 U.S.C. ch. 96) and UETA standards create legally enforceable records, provided intent, consent, attribution, and retention requirements are met.
Is a notarization always required?
Not necessarily. Notarization depends on the document’s legal purpose and state rules; deeds, certain filings, and some powers of attorney commonly require notarization or witnesses.
How should signatory authority be proven?
Attach a corporate resolution, bylaws excerpt, or power of attorney that names the signer and scope. For agencies and agents, a dated delegation prevents later challenges.
What authentication level is recommended for signing?
Use email plus optional SMS or knowledge-based authentication for higher assurance. For regulated transactions, stronger identity proofing or multi-factor may be appropriate.
How do I correct errors after signing?
Prepare an amendment or corrected page and have authorized parties re-sign. Maintain both versions with clear audit trail entries to show why changes were made.

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