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CFPB Company Portal

Boarding Form

To allow your company access to the consumer complaints submitted against it through the 

Consumer Financial Protection Bureau (CFPB), complete the required sections of this form. The 

information requested will help us to set up your company portal, provide access to the portal 

for any company-authorized individual, and to route complaints efficiently to your portal. Once 

you have completed the form you may submit the form by emailing the form to: 

CFPB_StakeholderSupport@cfpb.gov

Section A: Company Information

This section is required. Please fill out the information in this section as it relates to your 

company.

1. Enter the full name of your company:

Click here to enter text.

2. Indicate the business structure of your company:

 Corporation

 Limited Liability Company

 Partnership

 S Corporation

Notice of Collection under the Privacy Act of 1974, 5 U.S.C. § 552a

As Amended (Privacy Act Notice)

The information that you provide to the Consumer Financial Protection Bureau (CFPB) will be used to create a user account 

so that you may log on to the web-based company portal for the CFPB’s Office of Consumer Response. Account access to 

the web-based company portal will enable you to view complaints or inquiries filed against your company with the CFPB 

and allow you to respond to the complaints or inquiries. The information you provide may be shared: 

• to a court, magistrate, or administrative tribunal in the course of a proceeding;

• for enforcement, statutory, and regulatory purposes;

• to another federal or state agency or regulatory authority;

• to a member of Congress; to the Department of Justice, a court, an adjudicative body or administrative tribunal, 

or a party in litigation; and

• pursuant to the CFPB’s published Privacy Act System of records notice, CFPB.005- Consumer Response System.

We may also share the response you submit regarding your company and its business activities (but not personally 

identifiable information) with the public through the Public Complaint Database.

You are not required to submit or provide any identifying information; however, if you do not include the requested 

information you may not be granted access to the company portal.

The collection of information is authorized by Public Law III-203, Title X, Sections 1011, 1012, 1013 (b)(3), 1021, 1034, 

codified at 12 U.S.C. 5491, 5492, 5493(b)(3), 5511, 5534.
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 Sole Proprietorship

3. Enter your company’s tax ID:

Click here to enter text.

4. Enter your company’s Financial Institution Number (FIN) (if your company does not have a FIN, list “N/A”):

Click here to enter text.

5. Please list your company’s URL or website:

Click here to enter text.

6. Is this a web-based business (a web-based business is a business whose products or services are offered only 

through the internet)?

 Yes

 No

7. Please list the mailing address of your company’s headquarters (this should NOT be a P.O. Box):

Street Address:

Click here to enter text.

City:

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State:

Choose an item.

Zip:

Click here to enter text.

8. Does this address also reflect your state of incorporation or home state of business?

 Yes (If “Yes,” skip to question 11)

 No

ANSWER THIS QUESTION ONLY IF YOU ANSWERED “No” TO QUESTION 8

9. Please select the state of incorporation or home state of business for your company:

Choose an item.

10. Please list any state business licenses your company has and indicate the state for which the license is valid: 

(If you need more rows than listed, please use the additional sheets at the end of the form.)

State Business License Number: State for which the license is valid:

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11. Is your company or a portion of your company owned by another company, often referred to as a parent 

company?

 Yes

 No

ANSWER THESE QUESTIONS ONLY IF YOU ANSWERED “Yes” TO QUESTION 11

11a. Please enter the full name of your parent company:

Click here to enter text.

11b. Please list a point of contact (POC) for your parent company:

Click here to enter text.

11c. Please list a contact phone number or email address for the POC:

Click here to enter text.
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Section B: Contact Information

This section is required. The authorized company officer or their designee will be the main 

point of contact for the CFPB and will be the only authorized personnel to add or remove users 

from the company portal maintained by the CFPB.

12. Please list the full name of the authorized officer/employee:

Click here to enter text.

13. Please list the title of the authorized officer/employee:

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14. Please list the phone number of the authorized officer/employee:

Click here to enter text.

15. Please list the email of the authorized officer/employee:

Click here to enter text.

16. If the authorized officer/employee is unavailable, please list the full name of the official designee:

Click here to enter text.

17. Please list the email of the official designee:

Click here to enter text.

18. Please list the phone number of the official designee:

Click here to enter text.

Section C: Portal Users Information

This section is required. The following information is needed to setup the user profiles for each 

company-authorized individual. Enter the information necessary for all users that need access 

to the company portal. Please provide information on each person you designate as a user.

19. Are the authorized officer/employee (from Section B) and designee, if named, the only portal users?

 Yes

 No (If “No,” please fill out the following section for each portal user.)

ANSWER THESE QUESTIONS ONLY IF YOU ANSWERED “No” TO QUESTION 19

Portal User 1:

First and Last Name:

Click here to enter text.

Title/Position:

Click here to enter text.

Phone number:

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Email:

Click here to enter text.

Will this person need to export data into Excel or some other file?

 Yes 

 No

Would you like to designate this person to submit portal servicing tickets?

 Yes 

 No

Portal User 2:

First and Last Name:

Click here to enter text.

Title/Position:

Click here to enter text.

Phone number:

Click here to enter text.

Email:

Click here to enter text.

Will this person need to export data into Excel or some other file?

 Yes 

 No
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Would you like to designate this person to submit portal servicing tickets?

 Yes 

 No

Portal User 3:

First and Last Name:

Click here to enter text.

Title/Position:

Click here to enter text.

Phone number:

Click here to enter text.

Email:

Click here to enter text.

Will this person need to export data into Excel or some other file?

 Yes 

 No

Would you like to designate this person to submit portal servicing tickets?

 Yes 

 No

Portal User 4:

First and Last Name:

Click here to enter text.

Title/Position:

Click here to enter text.

Phone number:

Click here to enter text.

Email:

Click here to enter text.

Will this person need to export data into Excel or some other file?

 Yes 

 No

Would you like to designate this person to submit portal servicing tickets?

 Yes 

 No

Portal User 5:

First and Last Name:

Click here to enter text.

Title/Position:

Click here to enter text.

Phone number:

Click here to enter text.

Email:

Click here to enter text.

Will this person need to export data into Excel or some other file?

 Yes 

 No

Would you like to designate this person to submit portal servicing tickets?

 Yes 

 No

Section D: Affiliates and Subsidiaries Information

This section is required. The following information is needed to effectively route consumer 

complaints against affiliates and subsidiaries. 

20. Does your company have any affiliates or subsidiaries?

 Yes (If “Yes,” please fill out the section below for each affiliate or subsidiary.) 

 No

ANSWER THESE QUESTION ONLY IF YOU HAVE ANSWERED “Yes” TO QUESTION 20

Affiliate or Subsidiary Information:

Name of Affiliate or Subsidiary:

Click here to enter text.

Tax ID of Affiliate or Subsidiary:

Click here to enter text.

Please list any information regarding the state business licenses for the affiliate:
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State Business License Number State for which it is valid Entity or individual for which it is registered

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Affiliate or Subsidiary Information:

Name of Affiliate or Subsidiary:

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Tax ID of Affiliate or Subsidiary:

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Please list any information regarding the state business licenses for the affiliate:

State Business License Number State for which it is valid Entity or individual for which it is registered

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Affiliate or Subsidiary Information:

Name of Affiliate or Subsidiary:

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Tax ID of Affiliate or Subsidiary:

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Please list any information regarding the state business licenses for the affiliate:

State Business License Number State for which it is valid Entity or individual for which it is registered

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Affiliate or Subsidiary Information:

Name of Affiliate or Subsidiary:

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Tax ID of Affiliate or Subsidiary:

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Please list any information regarding the state business licenses for the affiliate:

State Business License Number State for which it is valid Entity or individual for which it is registered

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Affiliate or Subsidiary Information:

Name of Affiliate or Subsidiary:

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Tax ID of Affiliate or Subsidiary:

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Please list any information regarding the state business licenses for the affiliate:

State Business License Number State for which it is valid Entity or individual for which it is registered

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Section E: Products/Service Information

This section is required. The following information is needed to effectively route consumer 

complaints against these products/services.

21. What are your company’s primary product offerings (select all that apply)?

 Credit Cards 

 Mortgages

 Bank Accounts Services 

 Consumer Loans

 Private Student Loans 

 Payday Loans

 Credit Reporting 

 Money Transfers

 Debt Collection 

 Other______________

 Prepaid Cards

22. Does your company use Bank Identification Numbers (BIN) for product identification? 

 Yes 

 No

Section F: Company Logo

Please attach a copy of your company’s logo/provide an electronic copy of your company’s logo.

 By checking this box, you indicate that your company grants the CFPB permission to depict on the 

Consumer Complaint Intake Form your company’s logo and/or mark, for the limited purpose of prompting 

consumers who file online complaints with the CFPB to accurately identify the company that is the subject of 

their complaint. The CFPB anticipates that this use of company logos will ensure a correct match between 

the consumer and the company that is the subject of their complaint and will support a more efficient 

complaint handling process.

If you do not check this box, the CFPB will not use your company’s logo to assist consumers with company 

identification.

Section G: Submit

 By clicking this box, you are indicating that you believe the information provided to be true to the 

best of your knowledge and belief.

To submit, save this completed form and attach it in an email to CFPB_StakeholderSupport@cfpb.gov
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For Internal Use Only

This section is for internal notes.

Revisions to Boarding Form.

Date Revised _______________

Reason for Revision _______________

Additional Supplements to On-Boarding Form

Section A. Company Information - Supplement

24. Please list any state business licenses your company has and indicate the state for which the license is valid. 

State Business License Number: State for which the license is valid:

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Paperwork Reduction Act Statement

We estimate it takes about 15 minutes to complete the form with enough information to provide portal access. An 

agency may not conduct or sponsor, and a person is not required to respond to, a collection of information unless 

Internal Use Only.
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the collection of information displays a valid control number assigned by the Office of Management and Budget 

(OMB). The OMB control number for this collection is 3170-00XX, expires 5/31/2015.

Comments regarding this collection of information, including the estimated response time, suggestions for 

improving the usefulness of the information, or suggestions for reducing the burden to respond to this collection 

should be submitted to Consumer Financial Protection Bureau (Attention: PRA Office), 1700 G Street NW, 

Washington, DC 20552, or by email to PRA@cfpb.gov.