Sign up for Equifax Credit Profile Service wizard: options and information

The Sign up for Equifax Credit Profile Service wizard guides you through signing up for the Equifax credit profile service of your choice.

The Equifax credit profile service for Microsoft Office Accounting 2008 gives your business more financial security. No more wondering whether your customers and vendors will deliver prompt payments and services.

With the Equifax credit profile service, you can:

  • Monitor credit data.

  • Obtain risk ratings.

  • Receive credit alerts.

  • View your company's full credit report.

Start the wizard

  • On the Credit Profile menu, click Sign Up for Credit Profile.

Wizard pages

Introduction

On the Introduction page, review the information. Click Next to continue.

Select Service

On the Select Service page, choose one of the Equifax credit profile services by clicking your desired service. Click Next to continue.

Sign in with Microsoft Windows Live ID

On the Sign in with Microsoft Windows Live ID page, click Sign In, type your Windows Live ID and password, and then click Sign in.

Note: If you do not have a Windows Live ID, you can get one free by clicking the Sign Up Now link.

Microsoft Terms of Service

On the Microsoft Terms of Service page, review the terms of service and type I Agree to accept the terms. Click Next to continue.

Equifax Terms of Service

On the Equifax Terms of Service page, review the terms of service and type I Agree to accept the terms. Click Next to continue.

Company Information

On the Company Information page, enter your company's legal information, and then click Next.

Company legal details

Company name (Required.)    Type the legal name of your company or business.

Tax ID/EIN (Required.)    Type your nine-digit federal tax ID number (also called a employer identification number, or EIN). If you do not have or know your company's federal tax ID number, and you are a sole proprietor who does not employ or pay wages to any employee and does not file pension and excise tax returns, you can enter your Social Security number in the Tax ID/EIN field.

Legal address

Address line 1 (Required.)    Type the legal mailing address of your company or business.

Address line 2    Type additional address information.

City (Required.)    Type the city where your company is located.

State (Required.)   Select your company's state from the drop-down list.

Zip (Required.)    Type your company's 5-digit or 9-digit zip code.

Contact numbers and e-mail

Phone number (Required.)    Type your company's phone number.

Fax number    Type your company's fax number.

E-mail address (Required.)    Type an e-mail address for your company.

Owner Information

On the Owner Information page, enter your company owner's legal information, and then click Next.

Owner details

First name (Required.)    Type the owner's legal first name.

Middle name   Type the owner's middle name.

Last name (Required.)    Type the owner's legal last name.

Suffix    Type a suffix for the owner's name if appropriate.

Date of birth (Required.)   Type the owner's date of birth (MM/DD/YYYY).

SSN (Required.)    Type the owner's nine-digit Social Security number.

Address

Address line 1 (Required.)    Type the company owner's legal mailing address.

Address line 2    Type additional address information.

City (Required.)    Type the owner's city of residence.

State (Required.)    Select the owner's state of residence from the drop-down list.

Zip (Required.)    Type the owner's 5-digit or 9-digit zip code.

Contact numbers and e-mail

Phone number    Type the owner's phone number.

E-mail address    Type the owner's e-mail address.

Driver's license details

First name (Required.)    Type the first name as shown on the owner's driver's license.

Middle name   Type the middle name as shown on the owner's driver's license.

Last name (Required.)    Type the last name as shown on the owner's driver's license.

Suffix    Type the suffix as shown on the owner's driver's license.

License number (Required.)   Type the owner's driver's license number.

License state (Required.)    From the drop-down list, select the state in which the owner's driver's license was issued.

Verify Identity

On the Verify Identity page, select the correct answers to the questions provided by Equifax, and then click Next.

Account Subscription Information

On the Account Subscription Information page, enter the information of the service subscriber, which is the person who is purchasing and managing the Equifax credit profile service. Click Next to continue.

Account user name

First name (Required.)    Type the service subscriber's first name.

Last name (Required.)    Type the service subscriber's last name.

Company name (Required.)    Type the legal name of the company or business.

Address

Address line 1 (Required.)    Type the service subscriber's mailing address.

Address line 2    Type additional address information.

City (Required.)    Type the service subscriber's city.

State (Required.)    Select the service subscriber's state from the drop-down list.

Zip (Required.)    Type the service subscriber's 5-digit or 9-digit zip code.

Contact numbers and e-mail

Phone number (Required.)    Type the service subscriber's phone number.

E-mail address (Required.)    Type the service subscriber's e-mail address.

Payment Information

On the Enter payment information page, enter the details about how you will pay for the credit profile service, and then click Next.

Payment Information

Credit card (Required.)    Select the type of credit card from the drop-down list.

Credit card number (Required.)    Type the credit card number.

Expiration date (Required.)    Type the credit card's expiration date.

Name on card (Required.)    Type the name on the credit card.

Card verification number (Required.)    Type the verification number from the back of the credit card.

Billing address

Address line 1 (Required.)    Type the credit card billing address.

Address line 2    Type additional address information.

Town/city (Required.)    Type the name of the city.

State/region (Required.)    Select the state from the drop-down list.

ZIP code (Required.)    Type the 5-digit or 9-digit zip code.

Country/region (Required.)    The Equifax credit profile service is currently only available in the United States.

Area code & phone number (Required.)    Type the credit card billing area code and phone number.

Click Next in the main wizard pane to submit your payment information and continue.

Order Summary

On the Order Summary page, review your order information, and then click Confirm to place your order.

Order Confirmation

The Order Confirmation page confirms your subscription to the Equifax credit profile service. Click Finish to exit the wizard.

Related topics

Sign up for Equifax credit profile service

Order your company's credit report

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