Type what each document actually says, character for character, including punctuation and capitalisation. Copy exactly — a difference you "correct" while typing is exactly the difference a reviewer will catch.
The name exactly as printed on the ID page.
Exactly as on the certificate — including LLC / L.L.C. / Inc and any comma.
The IRS CP 575, or a 147C if you requested a replacement.
The account holder name is what a beneficiary check compares against. No account numbers — never type those here.
Settings → Store details, and your payments/business profile.
Deciding whether to correct the document at the issuer or reword the form field, which order to fix things in, and what to send when a gateway comes back asking for more, is a procedure rather than a single answer. That procedure is what the paid kit covers — a 4-phase identity unification SOP, a gateway comparison worksheet, a pre and post-charge checklist, and ready-to-send scripts.
See the kit —$27 is the launch price and it goes back to $47 when the launch window closes. No code to enter. Every purchase carries a 30-day refund, no questions asked, and you keep the files either way. Also on Whop.
Entirely optional. The check above is free, complete, and useful on its own — and nothing it tells you is locked behind the kit.