Personal information

Please complete the following onboarding form so we can better understand your business and portfolio needs. All information provided will remain confidential and is used solely to tailor our services to best support your goals.

Full Name *

Contact Name

Email *

Phone Number *

Phone

Date of birth *

DOB

Business Overview

Legal Business Name *

Business Name

DBA

Business Entity Type *

Entity Type

State of Incorporation *

State

Title/Role *

Role

Business Address *

Address

Business Phone Number

Website

Last 4 digits of SSN *

SSN

Years in Business *

Years

Upload a copy of your drivers license (front & back)Drivers License Upload *

Photo ID

Brief Description of Your Business *

Business Description

Portfolio & Funding Details

Type of Portfolio *

Portfolio Type

Estimated Portfolio Balance *

Balance

Number of Accounts *

Account Count

Risk & Compliance

Certificate of Good Standing Upload *

Upload your state certificate document

Good Standing

Articles of Organization Upload *

Upload your business formation document

Articles

Photo ID *

Beneficial Ownership List Upload

Ownership List

Do you have legal authority to manage and liquidate these assets? *

Legal Authority

Additional Disclosures or Comments?

Comments

Any legal risks or pending litigation? *

Legal Risks

Contact Preferences & Handoff

Preferred Contact Method *

Contact Method

Would you like to schedule a discovery call?

Yes

Discovery Call

Notes or Questions for Our Team

Notes

How did you hear about One Source Connection? *

Referral Source