Instructions

Individual Contributor Questionnaire - What to Expect for Contributors

Instructions

Follow the directions in your contributor email (sent by Certify) to access your Individual Contributor Questionnaire. You will need to use the email address entered by the firm owner on the 8(a) application to create your account. You cannot complete the application if you use a different email address to log into Certify.

After creating your account, you should be directed immediately to your dashboard (shown to the right). Click "Start Application" to complete your Contributor Questionnaire.

Having Trouble?

If you are not immediately directed to your dashboard upon creating your account and are asked for the business's UEI, TIN, CAGE Code and Bank Account Number, this is likely a timeout issue. Do not enter the firm's information (UEI, etc.), as the firm owner has already claimed the business. You will receive an error and be unable to proceed.

To resolve this, please submit a ticket to the Certify Help Portal at https://certify.sba.gov/help to further review the issue. To expedite your issue, please include the information listed below - either you or the firm owner can submit the ticket to the Help Desk:

UEI for the firm
a screenshot from the firm owner showing contributor name and email address on the 8(a) application
confirmation of the contributor email address