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Note: Firm owners, NOTE: The primary, majority firm owner or his/her legal designee, and not third parties or other staff, must create their accounts in Certify.

To get started, firm owners will need their company UEI, TIN (EIN or SSN, per SAM.gov), CAGE Code (if applicable), and Bank Account from their active SAM.gov profile. Please visit your SAM.gov account before getting started to make sure all the information is up to date and that your SAM account is “Active.” Finally, only

Only one unique email address is currently allowed in Certify per person per business. Therefore, entity-owned firms will need a different email address for each business.

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Should you need assistance creating your account, please submit a ticket to the Certify Help Portal at https://certify.sba.gov/help.

+ Entity-Owed Firms: Please find additional details here: Entity-Owned Firms: Supplemental Documents for 8(a) in Certify.

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