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What You Need for the Application

What You Need - Application


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

  • 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


What You Need - Application


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

  • 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




What You Need - Documents (Administrator Applicants in Canada)


In addition to the information that you will need to complete the application, you will be asked to provide the documents listed below.


Canadian Administrators


What You Need - Application


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

  • 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




What You Need - Documents (Administrator Applicants in Europe)


In addition to the information that you will need to complete the application, you will be asked to provide the documents listed below.


European Administrators


What You Need - Application


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

  • 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




What You Need - Documents (Administrator Applicants in Japan)


In addition to the information that you will need to complete the application, you will be asked to provide the documents listed below.


Japanese Administrators


What You Need - Application


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

  • 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




What You Need - Documents (Administrators in Other Countries)


Australian Partnerships, Associations, Registered Cooperatives, and Government Bodies

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