Welcome - Client Portal Transfer Request: Estimated Time to Complete 7 minutesThrough the new portal, each client will have access to better manage their business and relationship with BryteBridge. Due to the differences between the previous portal and the new one, we are migrating clients systematically at the time of each new order or upon completion of the client portal transfer request.Primary Point of Contact NamePlease provide the information for the person who we will be primarily contacting for the completion of this service. First Last Title/Role in the OrganizationPlease tell us which best describes your role to the organization.Select your title or roleCEOCOOCFOExecutive DirectorPresidentVice PresidentSecretaryTreasurerDirectorOfficerBoard MemberAdminOther (Please specify)Please enter your title/roleIf you selected other above TelephonePhone of point of contact completing the intake questionnaire.EmailEmail of point of contact completing the intake questionnaire. Point of Contact AddressAddress of point of contact completing the intake questionnaire. If this is the same address that will be used as the physical or mailing address for the company you will be able to apply to future questions throughout the questionnaire. If you are located in Puerto Rico please select Armed Forces Americas in the state field and follow the prompt. Street Address Address Line 2 City State AlabamaAlaskaAmerican SamoaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaGuamHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaNorthern Mariana IslandsOhioOklahomaOregonPennsylvaniaPuerto RicoRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahU.S. Virgin IslandsVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces Pacific ZIP Code Check if you are located in Puerto Rico Puerto Rico Organizational InformationPlease provide key organization information below.What is your Organization's Name?The legal name of the corporation. Please enter exactly as it is registered with your state. Please select your entity type:Please select the type of entity of your organization. If unsure, please select unknown. Select Entity TypeNonprofitLLCC-CorpS-CorpPartnershipUnknownDate of incorporationDate of the formation of your corporation with the state. MM slash DD slash YYYY What state is your organization formed in? (Incorporation State)Please list the state your organization is legally domiciled. State AlabamaAlaskaAmerican SamoaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaGuamHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaNorthern Mariana IslandsOhioOklahomaOregonPennsylvaniaPuerto RicoRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahU.S. Virgin IslandsVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces Pacific Organization's EIN numberWhat is your employer identification number (EIN)? This is the nine-digit number assigned by the IRS. What is your fiscal year-end month?The most common fiscal year-end is December. JanuaryFebruaryMarchAprilMayJuneJulyAugustSeptemberOctoberNovemberDecemberAdditional Contact InformationIn the event you need to provide additional contact information other than the primary point of contact, please enter below.Is your organization's primary email and phone the same as the point of contact? Yes; I want to use my Point of Contact information for my organization No; The organization has its own primary email and phone. My organization does not have a primary email and phone. Organization phoneThis could be the mainline or home office number.Organization emailCommon examples are info@helptheworld.org or Treasurername@helptheworld.org Organization website Your Organization's Physical Address, Mailing AddressDo you want to use the point of contact's address as the organization's physical address?The addresses where you conduct business. This can be a residence, an actual business, or if you use a third-party provider like a virtual office or mail service. Yes No Organization Physical AddressWhat address do you conduct business out of? Street Address Address Line 2 City State AlabamaAlaskaAmerican SamoaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaGuamHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaNorthern Mariana IslandsOhioOklahomaOregonPennsylvaniaPuerto RicoRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahU.S. Virgin IslandsVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces Pacific ZIP Code Does the mailing address match the organization's physical address?In the event we need to send you mail, where should we send it? Yes No Organization Mailing AddressPlease fill out if the mailing address is different from the physical address. Street Address Address Line 2 City State AlabamaAlaskaAmerican SamoaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaGuamHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaNorthern Mariana IslandsOhioOklahomaOregonPennsylvaniaPuerto RicoRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahU.S. Virgin IslandsVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces Pacific ZIP Code Organizational ProfileThe organizational profile section helps us better understand the activities of your business so that we can best support you moving forward.What is your Mission Statement?If you don't have one fully thought out, that's okay simply tell us what your organization does in plain simple language. What is your goal? Ex. To provide meals, clothing, and other necessities to the homeless. (A few sentences at minimum)Board Members (President, Treasurer, Secretary)Please make sure you provide the current President, Treasurer, and Secretary details. Please note, that these instructions are for internal use. If you need to update site or IRS records to communicate with new board members, please let us know. President DetailsPresident Name President First Name President Last Name President PhonePresident Email Treasurer DetailsPlease make sure to select a President, Treasurer, and Secretary to meet the IRS requirements. Treasurer Name Treasurer First Name Treasurer Last Name Treasurer PhoneTreasurer Email Secretary DetailsPlease make sure to select a President, Treasurer, and Secretary.Secretary Name Secretary First Name Secretary Last Name Secretary PhoneSecretary Email Please allow 3-5 business days to transfer past records over to the new portal.Please check your email for an invite to the new client portal. Over the next 3-5 business days we will migrate any readily available records from the previous portal to the new portal for your access. I understand NameThis field is for validation purposes and should be left unchanged.
