The CAT AccessAccount is a card-less, revolving charge account that enables you to pay for parts, service and rentals at any participating CAT Dealer in the United States. Enjoy the convenience of one detailed statement and one account, no matter which CAT Dealer you do business with.

If your company holds sales tax exempt status please download and fill out the respective form for your state:
Pennsylvania State Sales Tax Exemption Form
West Virginia State Sales Tax Exemption Form
Maryland State Sales Tax Exemption Form

Please fax all forms to Cleveland Brothers at (724) 325-9299

If you would like to submit your application online, Please fill out and submit our secure form below. For your convenience, you may also attach tax exempt and other forms to your submission.

Section 1 General Information

Pre-Approval Solicitation # *Legal Business/Individual Name Trade Name (if different) *Physical Address (No P.O. Boxes) *City *State *Zip *County *Primary Account Contact (Name) Title Email *Business Phone Cell Fax *Is Billing Address same as Physical Address (circle one) yes no *Billing Address *City *State *Zip County *Billing Contact Name Phone *Requested Credit Limit $ CFSC Customer #

Section 2 CAT Access Account Information

Authorized Users (1 minimum / 3 maximum)

*Name 1 Name 2 Name 3 Account Holder Plastic Requested yes no Monthly Paper Statement yes no Do you require multiple accounts yes no

Section 3 Business Financial Information

*Description of Business *Years in Business *Time as Current Owner *Type of Business Sole Proprietorship Corporation General Partnership L.L.C. (provide copy of LLC agreement) Other *Estimated Annual Revenue $ # of Employees Purchase Order # Required yes no SIC Code *Federal Tax ID Sales Tax Exempt yes no   (provide copy of exemption certificate) Bonding Company Contact Name Phone *Has the Business/ Principal ever filed Bankruptcy? yes no If Yes, was the Bankruptcy business, personal, or both? Business Personal both If Yes, Date Filed *Are there any outstanding liens or judgments? yes no If Yes, Dollar Amount $ *Insurance Company *Contact Name *Phone Do you have Physical Damage coverage for Rental Equipment ? yes no *If yes, please attach Insurance Certificate indicating sufficient Physical Damage Coverage or Fire Theft Vandalism (FTV) will be charged. Do you have Liability Insurance Coverage? yes no *A Certificate of Commercial General Liability coverage must be received before a rental account can be approved.

Section 4 Company References Bank / Finance Reference—1 minimum

*Account #1   *Name Phone Account # *Balance $ *Type of Account Savings Checking Loan Account #2   Name Phone Account # Balance $ Type of Account Savings Checking Loan

Trade References

*Reference #1   *Trade Name *Account # *Contact Name *Address *City *State *Zip *Phone *Reference #2   *Trade Name *Account # *Contact Name *Address *City *State *Zip *Phone *Reference #3   *Trade Name *Account # *Contact Name *Address *City *State *Zip *Phone

Section 5 Personal Information on Owners / Principal / Guarantors

Person #1   *Name *Title *Time as Current Owner *Address *City *State *Zip *Phone *% Ownership *DOB *SSN *Net Worth *Annual Income *Monthly House Payment Person #2   Name Title Time as Current Owner Address City State Zip Phone % Ownership DOB SSN Net Worth Annual Income Monthly House Payment

Attach Documents

Copy of LLC Agreement Copy of Tax Exemption Certificate Copy of Insurance Certificate indicating sufficient Physical Damage Coverage Copy of Certificate of Commercial General Liability coverage

YOU WARRANT THAT EACH TIME YOU OR ANY AUTHORIZED USER USED THE ACCOUNT, YOU AGREE AND PROMISE THAT THE TRANSACTION IS FOR A COMMERCIAL PURPOSE ONLY AND NOT FOR PERSONAL, FAMILY OR HOUSEHOLD PURPOSES.   Notice: Applicant and each other person signing below warrants and represents that the information given in this application is complete and accurate, and is provided for the purpose of obtaining credit in an amount set by our credit policies and procedures. Applicant authorizes the Caterpillar Dealer listed on the front of this application, their assigns, Caterpillar Financial Services Corporation, and/or Caterpillar AccessAccount Corporation (the three entities referred to as "we, us and our") to obtain from banks, credit bureaus, trades references, and other creditors and requests each of the aforementioned to advise us of it's credit experience with, and to express an opinion as to the credit record of the Applicant or other such person as such party may deem appropriate and release any credit information, including but not limited to your balance sheet, cash flow statement, and income statement to us, which we may share among ourselves. Applicant understands and agrees that the terms or type of each sale, loan, lease, credit line or credit grantor by us, are governed by that the terms and conditions set forth in each our agreements, invoices, or similar documents and shall govern that Applicants’ relationship with that entity. Applicant authorizes the Caterpillar Dealer, Caterpillar Financial Services Corporation and Caterpillar AccessAccount Corporation, to release any and all information contained in this application, or any and all information with regard to any account, loan, lease or sale to any and all Caterpillar Dealers, Caterpillar Financial Services Corporation, Caterpillar, Inc., it's subsidiaries, and affiliates. Further, Applicant and each other person signing below on behalf of the Applicant and/or as guarantor, agrees that we may obtain personal credit reports with respect to Applicant and each such person, in assisting in making a credit decision, in connection with the continuation of the credit provided herein, or pursuant to a subsequent application or request, reviewing your account, and assisting in taking collection activity. You understand that any decision to grant or deny credit by the Caterpillar Dealer will be made by that Caterpillar Dealer, and that any decision to grant or deny credit by Caterpillar Financial Services Corporation will be made by Caterpillar Financial Services Corporation and that any decision to grant or deny credit by Caterpillar AccessAccount Corporation will be made by Caterpillar AccessAccount Corporation. The fact that this application contains reference to "amount of credit applied for" shall not be deemed a limitation of liability by Applicant or Guarantor. Applicant acknowledges that the extension of credit based on this application by any of the entities listed herein, the Caterpillar Dealer, Caterpillar Financial Services Corporation, Caterpillar AccessAccount Corporation and/or by any Caterpillar Dealer does not obligate any other of the aforementioned parties to extend credit to the Applicant. Applicant also acknowledges and understands that any of the aforementioned entities may, in its sole discretion, refuse to extend credit to Applicant in connection with any credit transaction, if granted or deny by the entities you have the following rights and responsibilities; CATERPILLAR DEALER: If the Caterpillar Dealer extends credit, Applicant agrees to pay invoices in accordance with the terms and conditions thereof and further customer shall be responsible for a collection cost actually incurred by Caterpillar Dealer and for reasonable attorneys fees in connection with the collection of customer’s indebtedness with Caterpillar Dealer. If your application for business credit is denied, you have the right to a written statement of the specific reasons for the denial. To obtain the statement, please contact the Caterpillar Dealer that may have accepted this application. CATERPILLAR FINANCIAL SERVICES CORPORATION: If your application for business credit is denied, you have the right to a written statement for the specific reasons for the denial. To obtain the statement, please contact Caterpillar Financial Services Corporations at P.O. Box 340001, Nashville, TN 37203 within 60 days from the date you are notified of the decision. Caterpillar Financial Services Corporation will send you a written statement with the reason for the denial within 30 days from receiving your request. CATERPILLAR ACCESSACCOUNT CORPORATION: If your application for business credit is denied, you have the right to a written statement for the specific reasons for the denial. To obtain the statement, please contact Caterpillar AccessAccount Corporation at P.O. Box 340001, Nashville, TN 37203 within 60 days from the date you are notified of the decision. Caterpillar AccessAccount Corporation will send you a written statement with the reason for the denial within 30 days from receiving your request. The Federal Equal Credit Opportunity Act prohibits creditors from discriminating against credit applicants on the basis of race, color, religion, national origin, sex marital status, age (provided the applicant had the capacity to enter into a binding contract); because all or part of the applicant's income derives from any public assistance program; or because the applicant has in good faith exercised any right under the Consumer Credit Protection Act. The federal agency that administers compliance with this law concerning this Lender is the FTC Regional Office for the region in which the Lender operates or the Federal Trade Commission, Equal Credit Opportunity, Washington, D.C. 20580.   We Comply with Section 326 of the USA PATRIOT Act. This law mandates that we verify certain information about you while processing your account application.   *Submitted By (Print Name) Title Date     *Submitted By (Print Name) Title Date     Please Type this Code

Supporting documents can also be faxed to: 1-724-325-9299 For Cat AccessAccount questions call: 1-888-CAT-8811