Establishment form 2026

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  1. Click ‘Get Form’ to open the establishment form in the editor.
  2. Begin by filling out the CUSTOMER INFORMATION section. Ensure you provide your Fed Tax ID#, Dun & Bradstreet #, and Legal Company Name. Fields marked with an asterisk (*) are required.
  3. Complete the Physical Address, 'Bill To' Address (if different), City, County, State, Zip Code, and Phone #. Make sure all information is accurate to avoid delays.
  4. In the Accounts Payable Contact section, enter the contact's details including their City, State, Fax, and Phone #. This ensures smooth communication regarding billing.
  5. Indicate your Tax Status by selecting either Taxable or Exempt. If exempt, remember to submit your Tax Exemption Certificate as instructed.
  6. Proceed to fill out TRADE REFERENCES by providing two references with their Name, Contact information, Address, Phone number, City, State, and Zip Code.
  7. Finally, complete the PERSONAL GUARANTY section by printing your name and signing it. Ensure you include the date for record purposes.

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