Get Account Application - 1st Source Servall

Filling out the Account Application for 1st Source Servall online can streamline the process of establishing your account. This guide offers clear, step-by-step instructions to help you complete the application efficiently and accurately.

Follow the steps to correctly fill out the Account Application.

1. Press the ‘Get Form’ button to access the application form and open it in your editor.
2. Select the type of account you wish to apply for by checking one of the options: Cash, Credit, or Credit Card.
3. Enter the date, Sales ID, and Branch number in the respective fields provided.
4. If you are applying for a credit account, specify the amount you are requesting for monthly purchases.
5. Fill in your company information including the company name, address, city, state, zip code, tax ID, and contact information.
6. Complete the 'About Your Company' section by indicating your company type (e.g., LLC, Sole Proprietor, Corp, Gov’t) and additional relevant details regarding your technicians and any required purchase orders.
7. Answer the questions regarding your possibility of purchasing refrigerants and provide information on how you heard about 1st Source Servall.
8. In the authorization section, provide your signature, print your name, indicate your title, and date your application.
9. If there is a personal guaranty, ensure all necessary details are filled out, including the guarantor's signature, social security number, and address.
10. Provide your bank reference and trade credit references, including the contact name and phone numbers.
11. If applicable for apartment managers, fill out the necessary additional details regarding the owner and management company.
12. Finally, ensure all sections are completed accurately before saving changes. You may then download, print, or share the application form as needed.

Complete your Account Application online today for a seamless experience.