What You Need for the Administrator Account Application

In addition to your name, address and phone number, you will need the following information to complete the Administrator Account Application:

Tax Identification Number for the entity
US Social Security Number or ID number if not a US citizen (Driver's License, Alien Identification Card, Passport or National Identity Card)
US Tax Classification (For LLCs only: Partnership, Corporation, or Disregarded Entity)
Information about the services you offer, including:

Certifications you may hold
Education
Number of years in business
Number clients
Services you provide: Third-Party Administration, Accounting Services, Auditing Services or Legal Services
The fees you charge for your service