What You Need for Your Wallet Application

To get started with BigTime Wallet, you’ll need to fill out an application with a few details about you and your firm. There are specific documents and information that you’ll need to have on hand before beginning your application. If you’re unclear about what exactly you’ll need, you can refer to this article for a checklist of all the items required in the BigTime Wallet application. 

Applying for BigTime Wallet: What You’ll Need

The documents and details you need to complete a BigTime Wallet application can be split into three categories: company information, primary owner information, and banking information. Here is a run down of what info you’ll need in each category.

Company Information

  • Business Legal Name: The legal name your firm is registered under.
  • Business Address: Your firm’s headquarters.
  • Business Start Date: The date your firm was established.
  • Website: If your firm has a website, you can add that here.
  • Tax Identification Number: The EIN for your firm.
  • Business Type: Here you can fill out the industry your firm operates in.
  • Business Description: Here, write one to three sentences describing what your firm does and the services it provides.

Primary Owner Information

  • Your date of birth
  • Your SSN: This is required by Federal Law to confirm you are the owner of your firm. Before applying, make sure you and the other owners of your business have Experian accounts so that BigTime can run a soft credit check for your application. This credit check will not impact your credit score.
  • Your home address
  • Your phone number
  • Your company ownership percentage

Banking Information

  • Your firm’s bank account type
  • The state of your firm’s bank account is located in
  • Your account number
  • Your routing number

Additional Information

There is the potential that you’ll need a few extra documents to verify your firm and complete your BigTime Wallet application. When filling out your application, it’s smart to have three months of your firm’s bank statements on hand. You may be prompted to add these to your application if BigTime runs into any issues verifying your firm or if your application is rejected.

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