> For the complete documentation index, see [llms.txt](https://docs.anedot.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.anedot.com/get-started/apply-for-an-account/what-do-i-need-to-apply-for-an-account.md). # What Do I Need to Apply for an Account? Identity verification is required before donations can be accepted. Gather the documents and details listed here, then submit your Anedot application. Identity verification is required before donations can be accepted. Provide all required information to submit an application. Before you begin, the individual submitting the application must create a login using their **personal** contact information (name, email, phone). See [Account Security Updates](/get-started/security/account-security-updates.md) for the current sign-up and create-login steps. {% hint style="warning" %} You must have finalized state/federal documentation so Anedot can meet KYC/AML requirements. Wait until you are officially registered before applying. Unsure? Email . {% endhint %} ## Application Requirements * Entity legal name * Entity type * Organization’s public email * Organization’s public phone number * Public address * Legal address * Must be a street address in the United States * PO Boxes are not accepted as a legal address * An apartment or rental address is fine * Valid Tax ID (**IRS Letter CP575** or **IRS Letter 147C**) * An **EIN** is required * Anedot does **not** accept Social Security Numbers (SSN) as the organization’s tax ID * Upload the EIN letter from the IRS (CP575 or 147C). Printouts from third-party EIN lookup websites, a Form 990, or an SSN card are not accepted in place of the IRS letter * The legal name and EIN must match your application and your bank account * Obtain a free EIN: [IRS EIN application](https://www.irs.gov/businesses/small-businesses-self-employed/apply-for-an-employer-identification-number-ein-online) * Account Owner signature * The Account Owner is the person with legal and financial authority, as listed on official documents * Accepted roles depend on your organization type. See [Additional Requirements by Organization Type](/get-started/apply-for-an-account/what-do-i-need-to-apply-for-an-account.md#additional-requirements-by-organization-type) below * Bank account connection (for fund transfers) * A **business checking** account in the organization’s name, connected through [Plaid](https://plaid.com/what-is-plaid/). For political accounts, the account can be in the candidate’s name or the committee’s name * The bank account must belong to the same organization that is applying * If Plaid fails or manual verification is triggered, have a voided check or signed bank letter ready to upload. It must show the printed account name and the full account and routing numbers. Handwritten details are not accepted * If Plaid uses a **micro-deposit** to verify the account, see [Verify a bank account with Plaid micro-deposit](/get-started/apply-for-an-account/verify-a-bank-account-with-plaid-micro-deposit.md) for code-entry tips and **Verification Unsuccessful** ### Banks We Do Not Accept Accounts at the following banks are not accepted. If your account is at one of them, plan to connect an account at a different bank. * NorthOne * Bancorp (or any bank associated with Bancorp) * Chime * EECU * Found Bank * BlueVine * Crowded * Shopify * Green Dot Bank (including Go2Bank) * Ibanera Bank Other prepaid or fintech bank accounts may also not be accepted. ## Additional Requirements by Organization Type ### Political Organizations and Committees * Employer Identification Number (EIN) * IRS Letter CP575 or IRS Letter 147C * Account Owner: the candidate, the treasurer, someone named on the filing, a signer on the bank account, or a key executive such as the campaign manager * For PACs: the Executive Director, the Treasurer, or a signer on the bank account (usually listed on the Statement of Organization) * Ownership affiliation: documentation that connects the Account Owner to the campaign or committee (examples: candidate or committee filing, Appointment of Treasurer, Statement of Organization, vendor contract) * Candidate or PAC filing (examples: Appointment of Treasurer, Statement of Organization, Campaign Finance Report, Committee Registration) * State and local: a filing for the current election cycle * Federal: both the FEC committee filing and the candidate filing, with an FEC ID, before the account can be activated * Ballot initiatives: confirmed ballot placement or petition certification ### Nonprofit (501(C)) Organizations * EIN and IRS Letter CP575 or 147C * Account Owner: a C-suite officer, Executive Director, Board Chair, or President, matching your filings * Ownership affiliation (examples: Articles of Incorporation, Annual Report) * State incorporation (examples: Articles of Incorporation, state registration) * Nonprofit determination letter from the IRS * A website and public email that trace back to your organization **Form 1023 (501(c)(3)):** If you do not yet have your determination letter, you may submit your Form 1023 and proof of payment for filing. **Form 8976 (501(c)(4)):** If you do not yet have your determination letter, you may submit Form 8976 (Notice of Intent to Operate). {% hint style="info" %} A Form 990 is not a substitute for the IRS determination letter. Printouts from third-party EIN websites are not accepted either. {% endhint %} ### Churches And Ministries * EIN and IRS Letter CP575 or 147C * Account Owner: Lead Pastor, Executive Director, Board Member, or Treasurer * Ownership affiliation: church meeting minutes that name the Account Owner * State incorporation * A website and public email that trace back to your church Meeting minutes are accepted as proof of ownership affiliation for churches only. Other organization types should use the documents listed for their type. If your church does not meet in a dedicated church building, let us know where you meet. A home address may be accepted when that is where the church meets, and the Underwriting team reviews these case by case. ### Education (K–12, Colleges, and Universities) * EIN and IRS Letter CP575 or 147C * Ownership affiliation ### Vendors * EIN and IRS Letter CP575 or 147C * IRS Form W-9 * Ownership affiliation * State incorporation A fundraising account is built for raising donations. If you plan to pass payments through your own tool, API, or webhooks rather than raise donations for your organization, a fundraising account is not the right fit. Email to ask about Staging access instead. Vendor applications for a donation account are reviewed individually by the Underwriting team. To work with clients on Anedot, see [Vendor & Client: Best Practices](/settings/access/vendor-client-best-practices.md). **Next:** [Anedot Application](/get-started/apply-for-an-account/anedot-application.md) · [Who Can Use Anedot?](/get-started/anedot-101/who-can-use-anedot.md) --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation by asking a question. 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