Customer Onboarding Form

Section 1: Customer Information

General company details, assigned sales representative, entity classification, and address information.

Customer / Company Name*

Legal business name as registered

Primary Contact Name*

First Last

Contact Email Address*

Contact Phone Number*

Employer Identification Number (EIN)*

Type of Entity*

Website

Billing Address*

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Shipping Address*

Same as Billing Address

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Section 2: Accounts Payable & Billing Information

Contacts responsible for invoicing, purchasing approvals, and electronic billing. These may differ from the primary contact in the previous section.

AP Contact Name*

First Last

AP Contact Email*

Used for billing correspondence

AP Contact Phone*

Direct line including extension if applicable

Purchasing Contact Name*

First Last

Purchasing Contact Email*

Used for PO and purchasing correspondence

Purchasing Contact Phone*

Direct line including extension if applicable

Invoice Email Address*

Email address to receive electronic invoices

Section 3: Payment Terms & Methods

Review our default payment conditions, available methods, and remittance instructions before proceeding to the credit application.

Default Terms: Prepayment Required
If a credit application is not submitted, the default payment terms are PREPAYMENT. Payment must be collected in full before any order will ship.

Extended Terms: Net 30
Customers wishing to establish credit terms must complete the Credit Application in Section 4.
Standard extended terms are Net 30 days from date of invoice.

A credit limit will be established based on the submitted application, including trade references, bank reference, years in business, and credit history. Credit terms are subject to approval and may be modified at our discretion.

Preferred Payment Method: ACH / EFT
We strongly prefer ACH / Electronic Funds Transfer (EFT) as our payment method. Please use the banking details below to set up ACH payments.

Account Name:	Parameter LLC
Account Number:	139100969996
Account Holder Address:	4557 Denrose Ct, Fort Collins CO 80524
Routing/Transit for ACH Debits & Credits:	123103716
Routing/Transit for Wires:	026009593
SWIFT:	BOFAUS3N

Remittance Advice: Please send all remittance information to accountsreceivable@parameter-tech.com

Credit Card Payments: We do accept credit card payments; however, all credit card transactions are subject to a 3% processing fee which will be added to the invoice total.

Section 4: Credit Application

Required for customers requesting Net 30 terms. A credit limit will be established based on the information provided. Customers who skip this section will default to prepayment terms.

Payment Method*

I would like to request Net 30 terms.

I will proceed with prepayment.

Number of Years in Business*

Amount of Credit Requested*

D&B DUNS Number

Request D&B DUNS Lookup?

I do not know my DUNS number — please look it up

Annual Revenue (Approximate)

Number of Employees

Bank Name*

Branch / Location

Bank Contact Name*

First Last

Bank Contact Phone*

Bank Contact Email

Account Type

Trade References

Provide up to three (3) trade references. At least one is required. References should be suppliers or vendors with whom you have an established account.

Trade Reference #1

Company Name*

Contact Name*

First Last

Contact Phone Number*

Contact Email Address

Approximate Credit Limit

Account Open Since

Trade Reference #2

Company Name

Contact Name

First Last

Contact Phone Number

Contact Email Address

Approximate Credit Limit

Account Open Since

Trade Reference #3

Company Name

Contact Name

First Last

Contact Phone Number

Contact Email Address

Approximate Credit Limit

Account Open Since

Section 5: Terms, Disclaimer & Electronic Signature

Acknowledge credit terms before continuing with the application.

Authorized Signature*

Printed Name*

Full legal name of authorized signer

Title / Position*

e.g., Owner, CFO, Authorized Representative

Date*

Date signed

Section 6: Required Document Uploads

The following documents must be uploaded to complete the onboarding application. Maximum file size per upload: 10 MB. Accepted formats are noted per document.

Tax Documentation*

Drop files here or

Accepted file types: jpg, pdf, png, Max. file size: 10 MB, Max. files: 2.

All customers must upload a W-9 or W-8 tax form.

Sales / Resale Certificates — Tax Exemption

Drop files here or

Accepted file types: pdf, jpg, png, Max. file size: 10 MB, Max. files: 10.

If your organization is tax-exempt or purchasing for resale, upload the applicable sales or resale certificate(s) for each state where tax exemption applies. If a valid tax exemption certificate is not provided prior to invoicing, applicable sales tax will be added to the invoice and is due with payment.

Certificate of Insurance

Accepted file types: pdf, Max. file size: 10 MB.

COI showing general liability — must list Parameter Technology as certificate holder

Business License

Accepted file types: pdf, jpg, png, Max. file size: 10 MB.

Any supplemental documentation requested by our team

Additional Documents

Drop files here or

Accepted file types: pdf, doc, jpg, png, docx, Max. file size: 10 MB.

Any supplemental documentation requested by our team