Corporate Cryptocurrency Wallet Onboarding Checklist Form
Please complete this checklist to help us onboard your corporate cryptocurrency wallet efficiently and securely. All fields are required unless noted otherwise.
Company Name
*
Primary Contact Name
*
First Name
Last Name
Primary Contact Email
*
example@example.com
Role of Wallet Custodian
*
Please Select
CFO
CTO
Finance Manager
IT Lead
Other
Intended Use of the Wallet
*
Please Select
Operational Transactions
Payroll
Treasury/Investment
Vendor Payments
Other
Type of Wallet to Be Onboarded
*
Custodial (third-party)
Non-custodial (self-managed)
Multi-signature
Have all internal compliance checks been completed?
*
Yes
No
In Progress
Has technical setup (hardware/software, access permissions) been prepared?
*
Yes
No
In Progress
List any key stakeholders who need wallet access (names/roles)
Additional Notes or Comments
Submit Checklist
Should be Empty: