Account Application Checklist
You'll need to supply the following information when you apply for an account:
Contact Information
- President/CEO or Authorizing Officer, depending on your business type
- Billing address
General Business Information
- Federal tax ID#
- Date of operation
- State of incorporation
- Number of employees
- USDOT#
- Tax-exempt status
Liability and Physical Damage Insurance Information
(Not required of government applicants)
- Insurance agency/carrier name
- Contact name
- Phone number
Primary Bank Reference
(Not required of public company or government applicants)
- Bank name
- City, state, zip
- Phone and fax number
Two Lease, Finance or Trade References
(Not required of public company or government applicants)
- Company name
- City, state, zip
Financial Statement
Please provide a copy of your most recent year-end financial statement:
- for any lease agreement of 12 months or longer
- with your request to self-insure
Financial statements are held in confidence, in accordance with XTRA Lease's Privacy Policy.
Please contact your local XTRA Lease branch if you have questions or need help.