7.6.6 Affiliates Sub Tab
This topic provides information on affiliates.
User can enter more than one affiliate for the business.
To complete the Affiliates sub tab
- On the Origination, click Origination. Under Origination, click Underwriting.
- Under Underwriting, click Business. Under Business, click Business. Under Business, click Affiliates.
- Perform any of the Basic Operations mentioned in Preface.
A brief description of the fields is given below:
Table 7-21 Affiliates
Field Description Organization Type Select the affiliate’s organization type Legal Name Specify the affiliate’s legal name Business Name Specify the affiliate’s business name Tax ID Specify the affiliate’s tax identification Ownership (%) Specify the affiliate’s percentage of ownership # of Employees Specify the affiliate’s number of employees NAICS CODE Specify the affiliate’s North American Industry Classification System code. Country Select the affiliate’s country code. Address # Specify the affiliate’s address number. Address Line 1 Specify the affiliate’s first address line. Address Line 2 Specify the affiliate’s second address line. Zip Select the affiliate’s zip code.
For non US country, user have to enter zip code.
Zip Extension Specify the affiliate’s zip extension. City Specify the affiliate’s city. State Select the affiliate’s state. - Perform any of the Basic Actions mentioned in Preface.
Parent topic: Business Tab