Client Application xls 2026

1. Click ‘Get Form’ to open the Client Application xls in the editor.
2. Begin by selecting your preferred Credit Account Type. Choose between an Automated Billing Account or an Open Credit Account, ensuring you understand the payment terms associated with each.
3. Fill in your Firm/Customer Name and complete the mandatory fields such as Street Address, City, State, Phone, and Email. Ensure that no P.O. boxes are used for the address.
4. Provide details for both the Account Administrator and Accounts Payable contacts, including their names, direct lines, and email addresses.
5. Enter your Payment Guarantee information: Credit Card Type, Card Number, Expiration Date, Security Code, and Billing Address. Make sure all details match your card statement.
6. Review the Acceptance of Terms section carefully before signing. By signing this agreement electronically within our platform, you confirm your understanding of the terms outlined.
7. Finally, enter today's date, print your name, and provide your signature. Once completed, email or fax the form as instructed at the bottom of the document.

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