Affiliate Intake Form Affiliate Intake Form Download this ACH Authorization Form, and upload it at the bottom. Download this W9 Form, and upload it at the bottom.First Name* Last Name* EFINIf you have your own PTIN* Business Email* Business Name* Business Address* Street Address City State / Province / Region ZIP / Postal Code Mailing Address*PO Boxes will not be accepted Street Address City State / Province / Region ZIP / Postal Code Business Owner Address* Street Address City State / Province / Region ZIP / Postal Code Business Owner SSN* Business Owner Driver License #* Business Owner Driver License State* Business Owner Date of Birth* Business Owner Phone #*Upload the ACH Form*Max. file size: 10 MB.Upload the W9 Form*Max. file size: 10 MB.Upload Your ID*Max. file size: 10 MB.