Account
Business Identity

From your IRS EIN confirmation letter (CP 575).

Formation

States where you’re registered to do business beyond your formation state.

Officers, Members, Owners

Include name, role, ownership %, and (if applicable) veteran/spouse/minority/women status.

Addresses
NAICS & Capability Codes

Not sure? The VetBiz Chatbot in the bottom right of your dashboard helps you pick the optimal NAICS code based on your business description, set-aside goals, and SBA size standards.

SAM.gov allows multiple secondary NAICS. Add every code that could plausibly apply to your work.

Used by DoD and many civilian agencies in addition to NAICS.

Existing Certifications

Check any certifications you currently hold. We’ll import them and watch for renewals.

Operations

You can edit any of this later from your Business tab.