Onboarding progress
4 of 8 actions completed
Risk Assessment Questionnaire
1Complete the client-requested Risk Assessment Questionnaire.
Acme Insurance·Due Jul 25, 2026·Est. 30–45 min·In Progress
Third-Party Risk Assessment Questionnaire (RAQ)
Information security, privacy, business continuity, and compliance controls review.
Review and Respond
1Buyer-submitted documents awaiting your review or signature
MCA·Acme Insurance
Mutual Confidentiality Agreement
Current: v3 (buyer redline)Previous: v2 (your edits, Nov 04)Due: Jul 22, 2026
Pending
Submit Documents
2Documents you must upload to complete onboarding
W-9 Tax Form (US)
IRS form W-9 confirming your taxpayer identification.
Due Sep 04, 2026
Cybersecurity Self-Assessment
SIG Lite questionnaire, signed by CISO or equivalent.
Due Sep 25, 2026