New Customer Hub

How onboarding works

1. Complete the Business Credit Application online (or download the PDF from the pack below).
2. Submit Business Contact Information for every location that will buy/receive material — or upload a CSV for many ship-tos.
3. Download tax / banking / dealer docs from the pack below as needed (E-595E, W-9, etc.).
4. Finance reviews credit (pending only). Contacts can be submitted before or after credit review.

Downloadable document pack

Canonical Working Docs versions, plus Customers/ extras (payment methods, credit reference).

Working Docs

• USI Business Credit Application
• Business Contact Information Form
• Credit History — Blank Form
• USI AR-AP Banking Details
• USI RMA Form
• E-595E Tax Agreement
• USI W-9 Form

Extras

• Currently Accepted Payment Methods
• USI Credit Reference Request Form