Entity type

Select your organization's legal type. This determines required fields.

Corporation (Inc.) Has shareholders and board of directors LLC Personal protection + tax flexibility Partnership Two or more partners (LP, LLP, GP) Sole proprietorship Single owner / personal DBA Non-profit Church, foundation, NGO or 501(c) Government agency Municipal, state or federal Other / not sure Cooperative, trust or not sure

Company legal information

Required by IRS, PR Treasury (Hacienda) and Department of State.

Legal name Doing Business As (DBA) Country of incorporation Allied operates in Puerto Rico, USVI, mainland USA, BVI and the Caribbean. State / province / municipio Date of incorporation EIN (XX-XXXXXXX) SSN last 4 digits Allied does NOT require full SSN. If due diligence requires it, we ask via separate encrypted channel. Primary industry User/employee range Estimated annual revenue

Puerto Rico data (Hacienda)

Merchant Registration No. SURI Account (IVU) PR Dept. of State No.

Locations

A company can have multiple sites. The primary location is required. Add branches, warehouses or extra sites as needed.

Contacts & roles

Add each person from the client team with their titles. A contact can have multiple roles (e.g. signer + beneficial owner). Minimum: 1 authorized signer.

Project needs

Tell us what you are evaluating. This helps Allied prepare a focused proposal.

Services of interest*

Current PBX (vendor) Version Project timeline Estimated monthly spend Describe your project (optional)

Compliance

Check the regulatory frameworks that apply. Allied designs the architecture considering these from day one.

HIPAA — My organization handles PHI (protected health information) PCI-DSS — We process card payments BAA — We need a Business Associate Agreement signed Ley 40-2024 PR — I am a government agency or PRITS-supervised entity FedRAMP — Federal contractor with FedRAMP requirements

Electronic signature

Select the authorized signer and type your name exactly as it appears in the contact record. Your IP, browser and timestamp are captured as legal audit trail.

Authorized signer* Type your full name*

I confirm the information provided is true I accept the Privacy Policy I accept the MSA Terms

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