Customer Credit Application | Solterra Solutions

Legal company name DBA / trade name Optional Entity type Federal Tax ID / EIN The review screen shows a masked value with only the last four digits. Date business started Company website Optional

Primary business address

Street address City State ZIP code

Accounts payable contact Title / role AP email AP phone

Billing address is the same as the business address Uncheck to enter a dedicated remittance address.

Payment & invoice preferences

Preferred payment method Required

ACH Wire Check Other

Third-party payment processor Optional If your AP team uses a portal, escrow service, or outside processor, enter its name or platform.

Documents required with every invoice Required Select all that your AP team requires.

Proof of delivery Bill of lading Commercial invoice Packing list Other

Services you expect to use Required Select all that apply.

Transportation brokerage Warehousing & staging Project logistics Heavy haul / specialized

Requested credit limit Your requested open balance. Expected monthly volume Estimated monthly logistics spend. Highest expected cargo value Per shipment or storage lot. Primary project regions Optional

High-value shipment profile Required

Do you expect any shipment or storage lot to exceed $100,000 in value?

Yes We may need to discuss increased coverage. No Standard cargo-limit review applies.

1

Trade reference 1

A supplier or service provider with recent payment experience.

Company name Contact name Email address Phone number

2

Trade reference 2

A supplier or service provider with recent payment experience.

Company name Contact name Email address Phone number

References may be waived for publicly traded entities or with Solterra management approval.

Company

Legal name
Entity
Federal Tax ID
Address

Billing & credit

AP contact
AP email
Payment method
Billing documents

Service profile

Requested credit
Monthly volume
Services
High-value shipments

Trade references

2 complete references listed

Phone numbers and email addresses are intentionally omitted from this review.

Final step

Authorized signer information

Enter the signer details for the application. You will still need to complete and sign the PDF before sending it to Solterra.

Full legal name Title

Before you continue All four required I understand Solterra may verify this information and contact trade references after receiving my completed application. I have reviewed the Master Brokerage & Warehousing Terms effective July 3, 2026. Reviewing them here does not accept those Terms. I will confirm the PDF is complete and accurate before signing and sending it. I understand this page does not submit an application or create a signature. I must complete, sign, and send the official PDF.

Complete and send your application

Your information has not been sent to Solterra or added to the PDF. Download, complete, and sign the application, then contact us for secure delivery instructions. Please do not send your EIN or trade-reference details through the general contact form.

Download application PDF Get secure delivery instructions

Prepare your Customer Credit Application

Tell us about your company

Please check this step