How do I resubmit controller or business information during a verification retry?
Every once in a while, our banking partner can't verify your company or controller info on the first try — usually just a typo, a mismatched address, or an expired ID. Nothing dramatic! When it happens, you'll see a status of Information Required (or Documents Required, if it's just a missing file) at the top of your Account Setup page, plus a flagged field and a note on exactly what needs a second look — and we'll email you too.
To resubmit your information
- Log in to the Employer Portal and head to Account Setup.
- Find the flagged step: Step 1: Verify Business Information for business details (legal business name, EIN, business address), or Step 2: Verify Admin Information for controller details (legal name, date of birth, SSN, home address, title).
- Click Resubmit on that step. For business info, that opens an Edit Company Information form — update what's flagged and click Save changes. For controller info, it opens an Admin Verification form — update the fields and click Submit.
- If it's a document that's flagged instead (like Upload Proof of Address or Upload Business Document), click the matching upload button, attach your file, and click Submit.
What happens next
Verification usually wraps up within 1–2 business days, and we'll email you the moment your account is verified. If it doesn't go through the second time, we'll flag exactly what's off rather than leaving you guessing — just double-check that the name and address match a government-issued ID exactly.
See also: Why do you ask for SSN and a driver's license at setup? and Why do you ask about my business's legal designation?