Before You Apply

Applying for Certified or Accredited Membership

The CDRI member application for Certified or Accredited membership is password protected.  If you are ready to apply and do not have the password to access the application click here to email our membership team to acquire the password.

Documents You Will Need When Applying

You will need the following documents available for upload in .PDF format to complete the application:

  • Articles of Incorporation.
  • Proof of Good Standing or Current Business License.
  • List of Directors including full names and phone numbers.
  • List of Beneficial Owners (10% or more ownership) – full names and phone numbers.
  • Copies of all contracts you execute with customers.
  • Budget analysis or other document detailing your suitability process.
  • Document detailing your fee structure.

You will not have the ability to save a draft of the application for completion at a later time.  If you begin the application, and need to stop because you do not have all of the required information or documents available, you will have to start from the beginning when you return.