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Navy Federal Membership Agreement and Tax ID Certification Please print and use black ink pen to fill in the blanks. This form is NOT to be used to change member data, add or remove a joint owner
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Speaker 1: Hello, and welcome to the Zone application demonstration. We wanted to provide you, our resource partners, an inside view of the Zone electronic application. Any firm seeking Zone certification must complete this application in order to obtain Zone status. We want to remind you that if the firm is prepared as discussed in the earlier presentation, meaning it's searched our website, it read the frequently asked questions, it collected the documents needed on that website, it can submit its application in less than an hour. It also will know it's Zone status, if it's collected that information, utilized the calculator to determine the firm's principal office and 35% requirements, then it's ready to submit this application. I'm going to start with the demonstration. Once the firm logs into GLS and accesses the Zone link, it will land on this page. The important document request link has the documents request listed by the company's structure, so proprietors, partnerships, LCS and corporations. Certain documents will require, that must be submitted, must have the date of electronic verification included. For instance, if the firm submits its application and completes the electronic verification today, then the company's utility bill must include that date. The company's payroll must include this date. The lease agreement for the principal office and any employees that are providing lease agreements of evidence of residency must include the date of electronic verification. As we said earlier, preparation is everything. SBA will collect this document request after the firm's submission. The firm has a short window to respond to that document request. It's important that they have the documents at hand when they're submitting the application. We have determined that one in five applicants must withdraw their application after the electronic submission, because it failed to collect the documents prior to submitting the application. After the firms reviewed the document request list, gathered all the required documents that they would need to complete the application, we strongly suggest that the company reviews our Zone electronic application guide. The application guide provides application processing assistance to the companies. It provides the firms with the Zone eligibility requirements, how the program determines Zone eligibility, how to start the application process, the electronic application. It will walk the company through each section of the application. The qualified Zone, the general business information section, ownership and control section, financial information, Zone employment statements, affiliation. It will give them the notice of verification. It helps the company to determine how to complete the application process. It also provides the regulatory requirements of the program, a glossary of definitions, and a security and confidential considerations' information. Once the firm has read the application guide and has...

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