Concept preview for internal review. Illustrative CTBC-branded prototype of a §1396 program experience — subject to CTBC Bank Corp. (USA) approval. Not a public offering or bank endorsement.
CTBC Bank Corp. (USA)
Step 2 of 3 — Engage the program

Engage the FEZ tax credit program to certify your credit.

Tell us about your business and the authorized signer. A CTBC representative will follow up within one business day with the engagement letter, next steps, and the data-submission template.

What happens after you submit:
  1. Your CTBC representative reviews your submission and confirms fit (within one business day).
  2. You receive the Services Agreement for e-signature, plus engagement details for your tier.
  3. Once signed, you receive the Employee Data Template and upload your payroll through a secure link so the proof file can be built.
1

Your business

Exactly as it appears on your tax filings.
9 digits, dashes optional.

6-digit business activity classification. Find yours at naics.com/search, or check your last federal tax return. Required for eligibility screening.

2

Authorized signer

The authorized signer is the person who can bind the company to the engagement and tax-credit-related filings (typically CEO, CFO, or General Counsel).
3

Credit estimate

If you ran the eligibility check on the homepage, paste the count here.
The §1396 credit is 20% of the first $15,000 of annual wages per qualifying employee. Wages below the cap reduce the per-employee credit, which affects fit. Required.
Tax years to claim (going back)
Each year has a separate amendment deadline. We will help you assess.
4

Anything else?

Not ready to engage? Book a 15-min call instead →

A CTBC representative will reply to the signer's email within one business day. Information submitted here is used only to prepare your agreement and confirm fit. We do not share it with third parties.

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