Get Wha Ad-caf17 2012-2026

The WHA AD-CAF17 form is a crucial document for setting up a charge account with Worth Higgins & Associates, Inc. This guide provides clear, step-by-step instructions to help users complete the form accurately and efficiently online.

Follow the steps to complete the WHA AD-CAF17 form successfully.

1. Press the ‘Get Form’ button to access the WHA AD-CAF17 online. This will allow you to open the form in your web browser for editing.
2. Fill in the firm name and Federal ID number at the top of the form. Ensure that these details are accurate to avoid processing delays.
3. Provide the firm address including city, state, and zip code. Include the accounts payable phone number for future correspondence.
4. Designate where invoices should be sent by filling out the invoice recipient's name, address, and optionally, email.
5. Input the name and address of the accounts payable contact along with their email if applicable.
6. Indicate whether a purchase order (PO) is required by selecting 'Yes' or 'No.'
7. Select whether credit card payment is an option by marking 'Yes' or 'No.' If yes, fill in the card details including name on the card, type (Visa, MasterCard, or American Express), and expiration date.
8. Answer if ACH payments will be used by choosing 'Yes' or 'No.'
9. Include any other billing instructions that may be necessary for processing your account.
10. State the credit limit you are requesting or indicate that no credit is needed, opting to pay via credit card or check.
11. Detail the nature of your business and how long it has been operational.
12. Select your business structure: Corporation, Partnership, or Proprietorship.
13. Provide the Dun & Bradstreet rating if applicable, and list the names and titles of business principals. If a sole trader, include your partner’s information.
14. Submit your bank's name, address, phone number, and account number, and reference the officer to contact.
15. List trade references including account numbers, addresses, and contact phone numbers for each reference.
16. Review and acknowledge the payment terms, including the requirement for timely payment of invoices.
17. Indicate whether you are taxable or tax-exempt, and if tax-exempt, provide the necessary certificate.
18. Sign and date the form to confirm all provided information is accurate and that you agree to the terms and conditions.
19. Once completed, save your changes, and download or print the form as needed for your records.

Complete your WHA AD-CAF17 online today and ensure all details are accurately submitted.