Stripe Account Onboarding Document
Please complete each section accurately. This ensures Stripe verification and unlocks payouts without delays.
1. Business Information
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Legal Business Name: ____________________________
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Doing Business As (DBA): ____________________________
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Business Address: ____________________________
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Business Phone Number: ____________________________
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Business Website: ____________________________
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Business Email Address: ____________________________
2. Business Details
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Industry Type: ____________________________
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Product/Service Description: ____________________________
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Business Type:
☐ Individual/Sole Proprietor
☐ Corporation
☐ LLC
☐ Non-profit
☐ Other: ___________ -
Business EIN (Tax ID): ____________________________
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Business Start Date: ____________________________
3. Business Representative Details (Person authorized to act on behalf of the business)
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Full Legal Name: ____________________________
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Date of Birth: ____________________________
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Full SSN (US only): ____________________________
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Home Address: ____________________________
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Email Address: ____________________________
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Phone Number: ____________________________
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Role/Title: ____________________________
4. Bank Account Information (for Stripe Payouts)
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Account Holder Name: ____________________________
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Bank Name: ____________________________
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Routing Number: ____________________________
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Account Number: ____________________________
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Account Type:
☐ Checking
☐ Savings
5. Account Preferences
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Currency to Accept Payments In: ____________________________
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Default Statement Descriptor (what appears on bank statements): ____________________________
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Customer Support Email: ____________________________
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Customer Support Phone (optional): ____________________________
6. Required Documents (Check off and submit separately)
☐ Government-issued ID (front and back)
☐ Voided Check or Bank Letter
☐ EIN Confirmation Letter (e.g., IRS SS-4 form)
☐ Business License or Articles of Incorporation
7. Expected Payment Details
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Estimated Monthly Payment Volume (USD): ____________________________
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Average Transaction Size (USD): ____________________________
8. Policy URLs (Required for risk and chargeback mitigation)
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Refund Policy URL: ____________________________
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Terms & Conditions URL: ____________________________
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Privacy Policy URL: ____________________________
9. Beneficial Owner(s) Information (Any individual owning 25% or more)
Owner 1
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Full Name: ____________________________
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Date of Birth: ____________________________
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Residential Address: ____________________________
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Ownership %: ____________________________
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Government ID Type & Number: ____________________________
Owner 2 (if applicable)
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Full Name: ____________________________
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Date of Birth: ____________________________
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Residential Address: ____________________________
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Ownership %: ____________________________
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Government ID Type & Number: ____________________________
10. High-Risk Products/Services Disclosure
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Describe any high-risk services (e.g., supplements, crypto, financial coaching): ____________________________
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Licensing or Regulatory Documentation (if required): ____________________________
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Inventory Details (if physical products): ____________________________
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Fulfillment & Delivery Timeline: ____________________________
11. Stripe Integration & Usage Preferences
What will Stripe connect to?
☐ Custom-coded Website
☐ Shopify
☐ WooCommerce
☐ Squarespace
☐ Zapier
☐ Other: ____________________________
Features to Enable:
☐ One-time payments
☐ Subscriptions/Recurring billing
☐ Payment links
☐ Invoicing setup
☐ Apple Pay / Google Pay
☐ Custom Checkout UI