Document Needed List + Info
Here are the documents you’ll need for both onboarding a new site, as well as processing a renewal for an existing site.
Documents for Onboarding a New Site
To successfully onboard a new location, you must have the following documents:
- Signed Contract: This is the initial, fully executed agreement.
- Amended Contract: If the original contract requires any date changes to align with service, an amended contract with the updated dates is also necessary.
- Certificate of Warrant: This document validates the authority of the individual signing the contract. Learn more about this document here.
- W-9 Form: This form provides the account’s Taxpayer Identification Number (TIN).
- Tax Exemption Letter: This letter confirms the account’s tax-exempt status.
- EFT (Electronic Funds Transfer) Authorization: This authorizes the transfer of funds for service.
Documents for Renewals
For account renewals, the process is streamlined and requires only one document:
- Renewal Contract: This is the updated, signed agreement that extends the service period.
If you have any questions about these documents or the onboarding process, please contact your account manager. If you need a new location added, please reach out to your sales representative or let your account manager know.