Get Okcse001-fm 2011-2025

This guide provides clear instructions for completing the OKCSE001-FM, the new customer information form. It is designed to assist users of all experience levels in accurately filling out the form online.

Follow the steps to successfully complete the form online.

1. Press the ‘Get Form’ button to access the form and open it in your preferred editor.
2. Begin by entering your personal information in the billing section. Include your customer name, billing address, city, country, state, zip, phone number, and fax number.
3. Provide details for the accounts payable (A/P) and purchasing contacts. Enter the A/P contact name, purchasing contact name, A/P phone number, purchasing phone number, A/P email, and purchasing email.
4. Proceed to the shipping information section. Repeat the requirement for customer name, ship to address, city, country, state, zip, phone number, and fax number.
5. If applicable, indicate whether you are tax exempt and provide the sales permit number and Duns number. Remember to attach a copy of the sales tax exemption certificate if you are claiming exemption.
6. Choose your payment options. If you are requesting credit, ensure you supply three trade references, a bank reference, and owner information.
7. Fill out the credit request section with the necessary card information, including credit card number, options, expiration date, and credit card billing address.
8. Answer whether a purchase order (P.O.) is required and if verbal P.O.s are acceptable.
9. Review and confirm that all statements provided are true and accurate. Then, sign in the customer signature field and enter the date.
10. After completing the form, save any changes, download the document, print it, or share it as needed.

Complete the OKCSE001-FM online to ensure your information is processed efficiently.