TM New Client Application - New Customer Packet - Simple Setup for New Clients

Sep 19, 2026

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New Customer Packet instructions for adding a company to Techmetals’ system as a valued client. The packet outlines final setup steps, including completing a Techmetals Credit Application and an Ohio State Tax Exemption form (where eligible), providing required signatures, and returning the documents by fax or email. It also includes an acknowledgement of terms and conditions, payment methods, Net 30 terms, service charge for credit card totals over $10,000, and possible cash-only or NSF fees.

LanguageEnglish

CategoryForms

FormatPDF

Pages4

Reading Time2 min

AccessFree to download

Simple Setup for New Clients

View Requirements

Credit Application

Ohio Tax Exemption Form

Acknowledgement of Terms & Conditions of Sale

Welcome to the Techmetals Family You’re Almost There! Simple Setup for New Clients Let’s get you setup as a Valued Client We are excited you have selected Techmetals as a resource for your metal plating and engineered finishes. Our commitment to our customers truly is unmatched in the industry, and we appreciate the chance to prove it to you as a valued customer. In order to add you to our system, we ask that you take the final steps in this process by filling out and faxing us back the necessary info in this New Customer Packet. Call: (937) 253-5311 Fax: (937) 258-5731 1 VIEW REQUIREMENTS Look over the setup requirements for the Techmetal’s Credit Application and the State Tax Exemption forms. CREDIT APPLICATION Fill out the Credit Application completely, adding your signature before faxing ore-mailing back to your Techmetals contact. OHIO TAX EXEMPTION FORM If you are eligible for Ohio State Tax Exemption, please fill out the form with signature and fax/e-mail to your contact. Credit Application & Tax Exemption Forms New Client Application Thank you for your interest in Techmetals, Inc. We look forward to assisting with your metal finishing needs, offering the best quality, turnaround time and experience in the industry. Attached you will find our Application for Credit and State of Ohio Tax Exemption Form. We require an authorized signature on both forms and each should be completed as applicable in order to process orders and quotes associated with your account. If you do not wish to open a credit account on terms with Techmetals, just put an “X” in the NO CREDIT box. However, we still will require these forms to be completed for entry into our systems. In order to avoid orders being held up with COD charges on orders and other delays, please complete and sign our Credit Application and Tax Exemption forms. When completed, please fax or e-mail these forms back to your Techmetals contact. If you have a credit reference sheet, please attach it along with the signed Credit Application and Tax Exemption forms. This will help get the process going in extending credit, quoting projects and processing orders. MasterCard, Visa, and American Express are also accepted. Call: (937) 253-5311 Fax: (937) 258-5731 Corporate Office 345 Springfield Street Dayton, OH 45403 Main Mailing Address P.O. Box 1266 Dayton, OH 45401 Acknowlegement of Terms & Conditions of Sale Application for Credit | Company Name: | | | | Phone: | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | Bill to Address: | | | | Fax: | | | | | City: | | State: | | ZIP Code: | | | | | Ship to Address: | | | | | | | | | City: | | State: | | ZIP Code: | | | | | Nature of Business: | | | | Date Established: | | | | | Accounts Payable Contact: | | | | A/P e-mail Address: | | | | | Accounting Phone: | | | | Accounting Fax: | | | | | Individual: | Partnership: | | | | Corporation: | | | | Fedral Tax ID \#: | | | or Social Security \#: | | | | | | Is your company foreign owned or based in a foreign country? Yes No | | | | | | | | | Does the customer perform work on Nadcap or Itar required components? | | | | | | Yes | No | | What are your expected monthly credit requirements? | | | | | | | | | Will you adhere to our open account terms, if granted, which are Net 30 Days? | | | | | | Yes | No | | Company Check, ACH/Wire, MasterCard, Visa and American Express are acceptable until credit approval. | | | | | | | | | If you do not wish to establish credit at this time, please check here; then sign and date the bottom: | | | | | | NO CREDIT | | The undersigned certifies that all information on this form is correct. We have read and fully understand Techmetals Terms and Conditions of Sale for all processing by Techmetals, Inc. We agree to pay within the terms granted to us. 1. You agree to pay the charges associated w

FAQs

What documents are required to add a new client to Techmetals’ system?

Complete the Techmetals Credit Application and the Ohio State Tax Exemption form (if eligible), with authorized signatures on both forms.

How should the completed forms be returned to Techmetals?

Fax or email the signed forms to your Techmetals contact. Call or fax numbers are provided in the packet.

What happens if you choose not to open a credit account?

Check the “NO CREDIT” box by putting an “X”. The forms still must be completed for entry into Techmetals systems.

Sep 19, 2026

Upload by Fans