8. Onboarding in MySBA Certifications

8. Onboarding in MySBA Certifications

This guide will take you through the onboarding tasks, claiming your business being one, which you will need to do in order to access your dashboard homepage.

In order to claim a business, you must provide your Unique Entity Identifier (UEI), CAGE Code, and Taxpayer Identification Number (TIN).

If you receive a Business Already Claimed message, verify the account numbers are entered correctly and your SAM account is in an active status.

  1. When you log into MySBA Certifications, select whether you are the Primary Qualified Owner (PQO) or a contributor to an application to get started.

 

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  1. If selecting the Apply for, or manage, a certification option, click the blue Start button next to Claim a Business.

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  1. Enter your UEI, Cage Code (if applicable), and TIN. Then click the Search button when it lights up.

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  1. Next verify your business info is correct, confirm you are the PQO by checking the box, then click Next.

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  1. Next, select the correct business structure for your business, check the box below to confirm, and click Submit.

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  1. Next you will return to your tasks screen and click the Edit button next to Update user profile to start.

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  1. Now update your user profile. Providing more information helps the system match you with eligible programs. After completing this section, click the blue Submit button. You can click the Why do we ask for this? questions under each section for more details.

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  1. Finally, start the last task by clicking the blue Start button next to Update business profile. You must claim 99% ownership in order to access your dashboard homepage.

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  1. Click the ellipses next to your name, then click Edit to add your ownership percentage. After adding your title and ownership percentage, click the blue Save button at the top of the page.

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  1. To add members, click the Add button at the top. Enter their information, then click Save.

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  1. Next, select the highest compensated and day-to-day manager by clicking the arrow next to that section and choosing the correct person from the drop-down.

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  1. After adding owners whose percentages total at least 99%, and selecting your highest compensated and day-to-day manager, click the blue Submit button.

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  1. You will then be directed to your dashboard homepage.
    If you are a Veteran or Service Disabled Veteran, you will see the Quick Apply option. For instructions, visit the Quick Apply Guide.
    To apply to our other program, refer to our full application guide for instructions.

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