MERCHANT DASH LLC · REQUEST PREPARATION
Build a useful request file without oversharing

Use a private checklist to organize the business purpose, accurate contact details and supporting records. Share documents only through the specific process requested.

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

1. Business basics
Confirm the name, business state and authorized contact details requested by the form.
Notes: __________________________

2. Purpose and product preference
Describe the activity, any specific product preference and the facts still needing confirmation.
Notes: __________________________

3. Records index
List the record, relevant period, owner and secure location without copying confidential identifiers.
Notes: __________________________

4. Sharing check
Confirm the recipient, requested files, format and secure process before sending documents.
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/prepare-your-information