Get Platte Valley New Customer Reference Sheet 2012-2025

Filling out the Platte Valley New Customer Reference Sheet accurately is essential for establishing a reliable business relationship. This guide provides clear, step-by-step instructions to assist users in completing the form online with confidence.

Follow the steps to complete the reference sheet effectively.

1. Click ‘Get Form’ button to acquire the document and open it in your designated editor.
2. Begin by entering the company name in the designated field. Make sure the name is accurate to avoid any issues with processing your application.
3. Provide a valid phone number for the business. This contact information helps facilitate communication.
4. If applicable, include the DUNS number in the next field. This number is used to identify companies and may be required.
5. Fill in the fax number, if available. This is another point of contact that may expedite the process.
6. In the billing address section, accurately provide your business's address, ensuring you include the city, state, and zip code.
7. Indicate the parent company by selecting either 'subsidiary' or 'division.' This will help clarify the relationship of your business within a larger corporate structure, if applicable.
8. If your business operates as a sole proprietor or partnership, remember to input the social security numbers as required.
9. Select the type of business structure by checking the appropriate box for 'sole proprietor,' 'partnership,' or 'corporation.'
10. Enter your social security number and any sales tax exemption number in the designated fields, ensuring accuracy.
11. List the names and titles of owners and/or principals in the relevant section to provide authority details.
12. Provide the name and contact information of the accounts payable manager, as this person will handle financial inquiries.
13. In the references section, include fax numbers for quicker processing of your application. Add all relevant contact information for each reference.
14. Next, fill in the bank information, including the bank official's name, phone number, fax number, and account type. Select between checking, savings, or other options.
15. Provide the account number and the contact person's name associated with the bank account.
16. Repeat the process to enter trade reference names and their respective addresses, phone numbers, and fax numbers, ensuring you have at least three references listed.
17. Attach any required financial statements to the application, including internally prepared financial statements and audited financial reports.
18. Lastly, certify that all provided information is accurate by signing and dating the form in the designated area, ensuring to include your title.
19. Once all fields have been completed, save your changes, download the completed form, or print it for submission.

Complete the Platte Valley New Customer Reference Sheet online today to start your application process.