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Sole Proprietorship

  • SSN or EIN (Employer Identification Number)
  • Optometric License
  • Fictitious Name Statement (if applicable). - If the business name includes the owner's full or last name, a Fictitious Name Statement is not required


Corporation

  • EIN Application (Employer Identification Number)
  • Optometric License of owner(s)
  • Articles of Incorporation - Secretary of State filing page
  • Fictitious Name Statement - If the corporation is doing business under a name other than the corporate name
 

Partnership/Limited Partnership

  • EIN Application (Employer Identification Number)
  • Optometric License of each partner
  • Partnership Agreement
  • Fictitious Name Statement - If the partnership is doing business under a name other than the partnership name
 

Society/Association

  • TIN (Tax Identification Number)
  • Association Agreement displaying title of organization
 
Woman getting an eye exam.

Equipment Financing

Woman looking through walls of eye glasses, searching for a new pair.
Business building.

Practice Real Estate Financing 

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