Account Application Checklist

Download the Checklist (PDF)

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.