Use Standard Brand
- Possesses a valid US EIN or recognized international Tax ID
- Registered LLC, Corporation, Partnership, or Non-profit
- Needs high throughput or to link multiple local numbers
For registered businesses with an official Tax ID (EIN, Business Number, etc.). Follow strict best practices to ensure the legal identity exactly matches IRS/government records for rapid approval.
Any entity (LLC, Inc, Corp, Partnership, or registered Non-Profit) that has a valid Tax ID (such as a US EIN). This registration type allows for higher messaging limits, shared numbers across a campaign, and generates a TCR Trust Score.
Ensure the customer has the correct corporate documents ready.
Following these rules prevents 90% of Standard Brand rejections.
The Legal Business Name must match exactly what is on the CP-575 or SS-4 IRS form. Do not include DBA names here. Commas, periods, and suffixes (LLC, Inc) must match the IRS record precisely.
Ensure the Tax ID matches the Legal Business Name provided. For US companies, this is the Employer Identification Number (EIN). Double-check for typos.
Provide the exact physical address associated with the legal entity. This must match the address on file with the IRS or local tax authority.
The submitted website must be live, function correctly, and feature a compliant Privacy Policy explicitly stating that mobile information/SMS data will not be shared with third parties for marketing purposes.
Ask the customer to physically reference their CP-575 / W-9 / Tax letter when filling out the Legal Name and EIN fields. Guesses lead to immediate rejections.
Follow the brand portion of the Standard registration flow.
From the sub-account, go to Settings → Phone System → Trust Center.
Select the standard registration path that correlates with the business having a Tax ID / EIN.
Carefully type the Legal Business Name exactly as it appears on IRS documents, followed by the Entity Type and accurate Tax ID.
Enter the headquarters or registered legal address for the business.
Provide contact info (Email, Phone, Title) for the business decision-maker. Ensure the email matches the domain if possible.
Continue with use-case selection, consent mechanisms, sample messages, opt-in evidence, and understanding your TCR Trust Score limit.