Request Account Tax ID Change

In the event you change your business name, or there is a change in ownership, you may be required to update your account Tax ID.

Important: Legal documentation must be provided in order for CollaborateMD to process your request. Examples include Articles of Incorporation, a State, City, or Country Business License, or any other legal proof of business ownership that contains the business name and the business owner's name.

  1. Select Account Administration > Account Management.

  2. Click the Edit Account Information link. 

  3. Click the Request Account Tax ID Change link.

  4. Once the Request Account Tax ID Change window is displayed, enter the New Tax ID in the field.

  5. Click the Next button.

  6. Check the box confirming you understand and agree to send the required Legal Documentation.

  7. Click the Next button.

  8. Check the box confirming you have fully read and acknowledge the Customer Software Agreement and Business Associate Agreement.

  9. Click the Submit button.

  10. Send your document(s) to our Accounting Department via fax at (888) 881-1812 or email them to accounting@collaboratemd.com.