MERCHANT DASH LLC · REQUEST PREPARATION Understand the next step after you submit Learn the difference between a saved request, an additional application, a document receipt and a funding partner’s decision, so each follow-up is clear. Use this checklist privately. Do not put account numbers, personal identifiers or confidential documents in it. 1. Read the exact confirmation shown after submission. Notes: __________________________ 2. Keep request, document and provider milestones separate. Notes: __________________________ 3. Use the request reference and a verified support route when something needs clarification. Notes: __________________________ Preparation is optional. This checklist is not an application or a funding decision. All request services exclude FL and GA. Equipment requests also exclude CA, MO, ND and VT. Staffing invoice and factoring requests also exclude MO. Restaurant, hospitality and auto-repair operating-request services also exclude CT, MO, TX and VA. Other program restrictions may apply; availability does not establish eligibility. Guide: https://merchant-dash.com/funding/after-your-request