Signup checklist
Check IDs and a compatible verification option.
Confirm who receives, signs and collects
A personal adult’s form, a business officer’s signature, an authorized pickup person and a dashboard user are different requirements. A parent/guardian lists minors through the current form workflow.
Mixed names and the selected product
Keep a private list of personal adults, minors, legal business names and any trading/DBA names. Ask which names the actual plan permits and counts, which business each trading name belongs to, and what documentation and separate applications the operator accepts. A spare personal-name slot does not establish business-name eligibility.
Do not turn the combined receiving-name count into a total number of forms, signatures, notarizations or specialist entities. For mixed personal and business mail, confirm both authorization tracks; the existing setup estimate follows the selected use and is not a complete mixed-use document count.
Confirm the exact plan’s personal and business receiving-name rules, approved authorizations and dashboard permissions. No additional-name fee, login allowance or private view is inferred here.
A separate business comparison can have a different job, entity count, user requirement and quote. A household receiving-name count does not select or price that service.
Current Form 1583 and role instructions
Authorization sources checked October 20, 2026. Keep actual names, IDs and documents in the selected provider’s private workflow.
Which IDs does the current form list?
Use two different documents: an accepted photo ID plus a current address document. A single driver’s license cannot serve as both.
Photo categories include an eligible US state/territory/tribal ID, passport, military or qualifying government access ID, US university ID, matricula consular, NEXUS, naturalization certificate or permanent-resident card.
Address categories include an eligible driver/non-driver ID, current lease, mortgage/deed of trust, home or vehicle insurance, vehicle registration or voter card. Verify the actual document in the provider’s current workflow, particularly for foreign addresses.
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