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
  1. On the Origination, click Origination. Under Origination, click Underwriting.
  2. Under Underwriting, click Business. Under Business, click Business. Under Business, click Affiliates.
  3. 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.
  4. Perform any of the Basic Actions mentioned in Preface.