Get Confidential Customer Account Form - 360 Digital Books

Filling out the confidential customer account form is an essential step in establishing your account with 360 Digital Books. This guide provides a detailed walkthrough, ensuring that you understand each section and field of the form so you can complete it accurately and efficiently.

Follow the steps to accurately complete the customer account form online.

1. Press the ‘Get Form’ button to acquire the confidential customer account form and open it for editing.
2. In the 'Company Name' field, enter the full legal name of your organization as it appears in official documents.
3. Provide your email address in the designated field to receive confirmation and communications regarding your account.
4. List the responsible party's name and include their contact information, including phone number, to ensure proper communication.
5. Indicate your country of operation in the 'Country' field, which helps us service your account effectively.
6. If you have a fax number, please enter it in the 'Fax #' field; this will assist in documentation communication if necessary.
7. Fill in the shipping address details completely, including street, city, state, and zip code. This information is crucial for order fulfillment.
8. If your billing address differs from your shipping address, enter that information as well, ensuring accuracy to prevent billing issues.
9. Describe the nature of your business in the 'Nature of Business' field, highlighting the main activities or services provided by your organization.
10. Record the date your business commenced operations in the 'Date Started' section.
11. Enter your tax exempt number if applicable, and ensure you are prepared to submit a certificate of exemption with the form.
12. If applicable, provide your Federal ID number, as this is necessary for tax purposes.
13. Include your Social Security Number in the designated section, but remember to follow all privacy guidelines.
14. Choose your preferred payment terms by checking either 'Credit Card' or 'Cash-in-Advance.' Fill in the respective details based on your selection.
15. For credit card payments, complete the information fields including account number, expiration date, and security code.
16. List the billing address for your credit card, ensuring it matches the address on record with your credit issuer.
17. If applicable, provide the name as it appears on the credit card and obtain the necessary signature.
18. Designate a contact person in accounts payable, along with their telephone number for any billing inquiries.
19. Indicate whether purchase orders are required for your organization by checking 'Yes' or 'No.'
20. List any individuals authorized to make purchases on behalf of your company.
21. If you have special billing instructions, please detail them in the provided space.
22. Read and understand the terms cited in the 'Whitlock Business Systems/360 Digital Books Terms.' After reviewing the document, signature is required.
23. In the final step, review all information for accuracy. Once confirmed, you can save changes, download, print, or share the completed form.

Start completing your confidential customer account form online today!