If your workers have an LLC, they must still use their Social Security Number (SSN) to sign up for a Branch account. However, your organization can add a worker’s Employer Identification Number (EIN) to their roster entry for tax documentation purposes.
Follow these steps to add an EIN to a worker’s roster entry:
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Navigate to the ‘Workers’ page in Pay Admin.
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Search for the Worker: Using the search bar above the 'Roster,' type in the name of the worker for whom you want to add an EIN.
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Select the Ellipsis: To the right of the worker’s name, press the three dots. A small pop-up menu will appear.
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Select ‘Edit Roster Record: From the pop-up menu, select ‘Edit roster record.’ Another pop-up will appear called ‘Edit Roster User.’
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Enter EIN Details: In this pop-up, you will be able to edit further details about your worker. Underneath the ‘First Name’ and ‘Last Name’ fields, you will see the ‘Business Name (Optional)’ and ‘EIN (Optional)’ fields.
- Enter the worker’s business name if applicable and the EIN.
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Save Changes: Press the green ‘Save’ button to finalize the changes.
Branch is not a bank. Banking services are provided by Lead Bank, Member FDIC and Evolve Bank & Trust, Member FDIC, which are Branch’s bank partners. The name of the bank partner for your account is listed on the back of your debit card and can also be found in the Branch App under “Your Account Information”. FDIC insurance only applies to eligible accounts should the bank holding your funds fail. Branch Mastercard Debit Cards are issued by Evolve Bank & Trust or Lead Bank, Member FDIC, as applicable, pursuant to a license from Mastercard and may be used everywhere Mastercard debit cards are accepted.