Document Templates

Manage required documents for merchant onboarding

Total Templates

8

Required

6

Optional

2

Required Documents (6)

W9 Tax Form

Required

Completed IRS Form W-9 for tax reporting purposes.

PDF
merchant
all

Business License

Required

Valid business license issued by your city or county. Must include business name, address, and license number.

PDF
merchant
Expires
restaurant, retail, grocery, all

Health Department Permit

Required

Current health department permit or inspection certificate showing satisfactory rating.

PDF
merchant
Expires
restaurant

Alcohol License

Required

Valid alcohol beverage license or permit. Required if you plan to sell alcoholic beverages.

PDF
merchant
Expires
alcohol

Food Handler Certificate

Required

Current food handler or food safety certificate from an accredited organization.

PDF
merchant
Expires
restaurant

Certificate of Insurance

Required

General liability insurance certificate with minimum $1M coverage. Must list YalEat as additional insured.

PDF
merchant
Expires
all
Optional Documents (2)

Bank Account Verification

Voided check or bank statement showing account details for payouts.

PDF
both
all

Menu Board Photo

Photo of your current menu board or printed menu for reference.

IMAGE
merchant
restaurant