4 programs ask for the same kinds of paperwork more than you would expect. The documents below are used by up to 4 of the 4 programs we cover, so pulling the right copy once can satisfy several applications instead of one.
This page shows the full potential overlap across every program. Which documents your business actually needs still depends on your entity type and ownership structure, for example a corporation's stock ledger stands in for an LLC's operating agreement, so your own list from the free pre-screener will be shorter and specific to you.
5 of 7 documents below count toward two or more certifications.
The state filing that created your company, with all amendments. Programs check the formation date, the state of formation, and that the entity named matches everything else in your package.
The signed agreement governing how your LLC is owned and run. Reviewers read it closely for ownership percentages and for any provision that limits the qualifying owner's control (supermajority votes, manager powers, transfer restrictions).
A current resume showing the qualifying owner's experience and role. Reviewers use it to assess whether that owner actually manages the business's daily operations and has the background to do so.
The record of who owns how many shares, with copies of issued certificates (front and back). This is the primary ownership evidence for a corporation.
The rules governing how your corporation is run. Reviewed for board composition, officer powers, and anything that limits the qualifying owner's control.
These do not carry over, so far, but that can change as we verify more requirements.
The free pre-screener asks eight questions and tells you which programs you appear to meet, so the mapping is specific to your entity type and ownership.