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Step-by-Step Company Information Form Template

Create a streamlined approach to collecting company details

Struggling to gather important details about your company or partners? This Step-by-Step Company Information Form Template is designed for businesses and organizations seeking a comprehensive way to collect vital company information. You'll streamline data collection for partnership inquiries, service requests, or general company queries, improve collaboration efforts, maintain consistency in your records, and facilitate clearer communication. Explore the live template and see how it can simplify your process.

Use this Template (FREE) Live Preview
Legal business name
Trading or operating name (if different)
Business structure
Sole proprietorship
Partnership
Limited liability company (LLC)
Corporation (C corporation)
Corporation (S corporation)
Nonprofit/charity
Cooperative
Public sector/government entity
Other
Please Specify:
Company or registration number
Date of incorporation
Primary industry or sector
Number of employees
No employees yet
1-9
10-49
50-249
250-999
1000+
Prefer not to say
Registered business address (include street, city, state/province, postal code, country)
Operating address (if different)
Is the operating address the same as the registered address?
Yes
No
Primary contact full name
Primary contact job title
Primary contact email
Primary contact phone
Briefly describe your products or services
Primary customer type(s)
Consumers (B2C)
Businesses (B2B)
Government/public sector
Nonprofits
Internal/affiliates
Prefer not to say
Other
Please Specify:
Markets served
Local
Regional
National
International
Not currently selling
Tax identification number (TIN/EIN or local equivalent)
Fiscal year end month
Approximate annual revenue
Company website URL
Preferred contact method
Email
Phone
SMS/Text
Video call
Customer portal/In-app
No preference
List any required business licenses or permits (if applicable)
Receive updates about products, services, and news?
Yes
No
Authorized representative full name
Date of confirmation
I confirm the information provided is accurate to the best of my knowledge
Strongly disagree
Disagree
Neither
Agree
Strongly agree
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Paper art illustration depicting a company information form template for FormCreatorAI article

When to use this form

Use this multi-step form when you onboard vendors, set up new B2B customers, or vet partners for procurement or credit. It guides respondents through legal details, tax IDs, contacts, and operations so you can approve accounts faster and cut back-and-forth. Finance, compliance, and operations teams get consistent, audit-ready data that fits your process. If you also need individual contact details, pair this with the Personal information sheet form. For end-customer records, add the Customer information sheet form or the Basic customer information form. Together, these templates create a clear company information sheet you can reuse across onboarding, due diligence, and vendor setup.

Must Ask Step-by-Step Company Information Questions

  1. What is your registered business name and legal structure?

    You need the exact legal entity for contracts, billing, and compliance. Capturing the structure (LLC, corporation, nonprofit) clarifies tax treatment and who has signing authority.

  2. What are your company registration numbers and tax IDs?

    Registration, EIN/Tax ID, and VAT/GST numbers verify legitimacy and speed vendor or customer setup. They also reduce fraud risk and prevent invoice or tax filing delays.

  3. What is your primary business address and operating regions?

    Address and countries served determine shipping options, jurisdiction, and support coverage. This helps you route requests to the right team and flag export or sanctions issues early.

  4. Who is your authorized account contact and a backup contact?

    Named contacts (role, email, phone) keep communication clear and approvals on track. For deeper context like ownership or bios, pair this with the Background information sheet form.

  5. Do you accept our data processing terms and set your communication preferences?

    Recorded consent keeps you compliant and respectful of privacy choices. You can reference or attach your policy using the Data protection form.

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