There are questions on three tabs that you must answer to complete the Company Info section of the onboarding process. To complete this section, you will be asked to provide information about your company's name, location, mailing address, and phone number.
Company Name - Please enter your company name?
- Company Legal Name - This is a required field. Please provide the official name of the person or entity that owns a business.
- Doing Business As (if applicable) - This is an optional field. If your company operates using a name other than the Company Legal Name, please include that here.
Once you've completed all required fields and any relevant optional fields, press the Save & Continue button to move to the next tab. The Save & Continue field will only be activated when all required fields are completed.
Basic Info - Please ensure we have accurate company data
You will need to complete all required fields on this page.
- Physical Address, City, State, Zip - These are required fields. Please include an address for your company that is NOT a P.O. Box. Please note: if your company uses a P.O. Box, you'll be given the option to add that on the next page.
- Address Line 2 - This is an optional field, which should be used to designate a Suite # or other further address information.
- Company Phone Number - This is a required field. Please provide the main phone number for your company.
Once you've completed all required fields and any relevant optional fields, Press the Save & Continue button to move on to the next tab.
Mailing Address - Let us know where you can receive mail
From time to time, RetirePath VA may send you mail. Please let us know if your mailing address is the same as your physical address or if you prefer to receive mail at a different address.
- If you want to receive mail at the physical address provided, check the circle that says "Yes, send mail to....." That address will be the same address you provided in the previous step.
- If you prefer to receive mail at a different address, select "NO", and enter your mailing address in the address fields that appear. You may enter a P.O. Box as a mailing address.
Once you've completed all required fields and any relevant optional fields, Press the Save & Continue button to move on to the Payroll Setup section.
You can return to the previous screen to make changes or review your inputs by pressing the Previous button.
Need help from a colleague to complete this information? Select the Invite someone to help with payroll or administration button to invite a colleague to register as a RetirePath VA administrator for your Company.