MERCHANT DASH LLC · REQUEST PREPARATION
Start with the business need, then choose the request

Separate an equipment purchase, an invoice-related need and an operating project before choosing a request form. Check the route and business-state availability first.

Use this checklist privately. Do not put account numbers, personal identifiers or confidential documents in it.

1. Describe the actual activity and separate distinct uses.
Notes: __________________________

2. Choose by the request’s purpose as well as the business industry.
Notes: __________________________

3. Check the product-specific state list before sharing information.
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/choose-a-request