Follow the steps to effectively complete your application online.

1. Press the ‘Get Form’ button to access the application form and open it in your preferred document editor.
2. In the General Information section, provide your business name, primary contact details, federal tax ID number, and address. Ensure the accuracy of the street address, city, state, and zip code.
3. Indicate the date your business was established and select the type of business from the provided options (e.g., sole proprietor, corporation, LLC). If applicable, list any trade names used in the last five years.
4. Provide the email address of the primary contact and indicate whether you utilize a payroll service.
5. Enter the number of employees and describe the nature of your business and primary products or services offered.
6. Respond to the questions regarding factored or pledged receivables, tax status, bankruptcy history, and any unpaid liens or judgments, ensuring to specify any balances owed.
7. In the Bank Information section, fill in the bank name, account number, branch location, and contact officer details along with their phone and email.
8. Complete the Ownership Information section by providing details for each owner, including full legal names, positions, home addresses, dates of birth, social security numbers, percentages of ownership, and contact information.
9. Indicate if any owners have felony convictions or bankruptcy filings.
10. In the Account Receivable Information section, answer questions regarding outstanding accounts receivable, average invoices, total billings, and sales terms.
11. Provide explanations for any additional sales aspects mentioned, such as consignment sales or government sales.
12. At the end of the application, confirm the accuracy of the information supplied, ensuring that all required fields are filled out. This may include submission of supporting documentation.
13. Once the form is completed, you can save changes, download, print, or share the finalized application as needed.

Start completing the Third Coast Commercial Capital Client Application online today.