Prepare These Documents Current YTD P&L Sheet Current YTD Balance Sheet Resume for Broker, President/Owner AND Processor Articles of Incorporation (if applicable)
Choose Your Application Format Do you prefer a digital or paper application? Digital E-Sign Application Complete and sign online via DocuSign — the fastest option. Printed Application Download a PDF, sign by hand, and email it back to us.
Number of Signers Is your President and Broker the same person? Yes — Same Person You’ll use the One Signer application. No — Different People You’ll use the Two Signer application.
Two Signer Online Application Since your President and Broker are different people, both signatures are needed on the DocuSign envelope below. Start Two Signer Application →
One Signer Online Application Since your President and Broker are the same person, only one signature is needed on the DocuSign envelope below. Start One Signer Application →
Download the Printed Application Download the PDF, complete it by hand, and email the signed documents back to us. Download PDF Application → Submit your completed documents: Email the signed form and required documents to brokerapproval@tjfinancial.com.