New Client Onboarding

Company & Contact Information

Getting Started

All fields marked with an asterisk (*) are required.

Enter your primary business contact information. This person will receive account updates and shipping notifications:

Company Name: Full legal business name as it appears on official documents
Main Contact: Primary person we should contact regarding your account
Email: Business email address for important communications
Phone: Business phone number (automatically formatted as you type)

Addresses

Address Information

Enter your primary business address where you conduct operations. Then choose your billing preference:

Main Address: Your primary business location
Billing Address Option 1: Check "same as main address" if billing matches your main location
Billing Address Option 2: Leave unchecked and fill separate billing address if your accounting department is at a different location

Company Addresses

Main Address * Street Address

Address 2 Suite / Unit / Additional Address

Main City *

Main State/Province *

Main Postal Code *

Main Country *

Billing Address

Billing address is same as main address

Billing Address * Street Address

Address 2 Suite / Unit / Additional Address

Billing City *

Billing State/Province *

Billing Postal Code *

Billing Country *

Accounting

Accounting & Business Details

Provide your accounting information and payables processing preferences:

Tax ID: Federal tax identification number (optional)
Accounting Contact: Your finance/accounting contact person
Accounts Payable Email: Email for invoicing and payment communications
Payables Processing: Choose "Yes" if you use an external accounting firm

Business Information

IRS / Federal Tax ID#

Accounting Contact *

Email for Accounts Payable *

Do you have an outside company process your payables? *

When Does Your Fiscal Year End

Banking Information

Banking Details (Optional)

All fields in this Banking Information section are optional. You may provide this information now or submit it separately later.

Providing banking information helps us serve you better and may expedite payment processing:

Bank Name: Your primary business bank and branch
ACH Routing: For electronic transfers
SWIFT Code: For international wire transfers
Wire Routing: For domestic wire transfers

All fields in this Banking Information section are optional. You may provide this information now or submit it separately later.

Bank Reference

Bank Name / Branch

ACH Routing Number

SWIFT Code

Wire Routing Number

International Shippers

International Shipping Preferences

Tell us about your international shipping needs and customs broker preferences.

If you plan to ship internationally, you can choose:

"Use TWI Group": We'll handle customs brokerage (recommended)
"Use Own Broker": You'll use your existing customs broker
"Other": You'll select a different broker

⚠️ Important: If you choose TWI Group, you'll need to provide Power of Attorney information. The authorized person must be legally able to sign on behalf of your company.

International Shippers

Do you plan on shipping outside the United States? *

Broker Power of Attorney Pre-Fill Information

We will use the information you provide in this section to prepare the customs broker Power of Attorney (POA) form required for U.S. imports.

⚠️ Important: The POA must be signed by an individual who is legally authorized to act on behalf of your company (such as an owner, partner, or corporate officer). Please ensure the name and title you provide belong to this authorized individual, as they will appear exactly as entered on the completed form. Providing accurate information helps prevent delays and ensures compliance with U.S. Customs requirements.

📧 Next Steps: Once you complete this onboarding form, you will receive an email containing a partially completed Power of Attorney. The authorized individual will need to review and sign the document, then upload it using the secure link provided in the confirmation email.

Full Legal Company Name *

EIN / Tax ID Number *

Type of Business *

State of Incorporation/Registration *

Full Legal Address *

Name of Authorized Signor *

Title/Capacity of Authorized Signor *

Contact Email *

The Import Power of Attorney Form for e-signature will be sent to this email address ONLY.

Contact Phone *

Insurance

Cargo Insurance Decision

Important: Your shipment is not automatically insured by TWI. Your company's own insurance will be your default coverage.

We strongly recommend reviewing the carrier liability limits in the table below and considering cargo insurance. Carrier liability is often much lower than your shipment value.

⚠️ Consider Carefully: Review the liability limits against your typical shipment values before making your decision.

Cargo Insurance Information

Compare the value of your cargo against the monetary liability of Carriers.

Mode of Transit	Limit of Liability
🚢 Ocean Carriers	$500/package or Customary Shipping Unit (CSU) based on the Carriage of Goods By Sea Act (COGSA).
✈️ International Air Carriers	$9.07/lb. or approx. $20/kg. under Warsaw Convention 19 SDRs* (Approx. $29/kg.) under Montreal Convention or Warsaw Convention as amended by Montreal Protocol 4.
🚛 Domestic Airlines, Trucks & Railroads	$.50/lb. customary $.50/lb. customary, limited by tariff Limited
📦 Couriers & Warehousemen	$100 or less any one shipment Limited, no statutory federal protection

Carrier's statutory liability does not provide the same protection as cargo insurance. Consider the comparisons below:

Coverage Conditions	Cargo Insurance	Carriers Liability
Provides door-to-door protection	✓	⚠️
Pays whether or not transportation provider negligence is proven to have caused the loss	✓	✗
Pays for losses occurring outside control of carrier	✓	✗
Pays shipper for the full invoice value of cargo lost or damaged plus freight and other associated costs	✓	✗
Can pay for expediting replacement goods	✓	✗

I have read the information above and choose as follows: *

Review & Submit

Final Review & Submission

You're almost done! Please carefully review all the information below before submitting your application.

What happens after submission:

Immediate Confirmation: You'll be redirected to a confirmation page
Email Confirmation: You'll receive an email confirmation
Ready to Ship: You can contact your TWI Group sales rep to make your first booking
International Shippers: Additional forms may be sent via email if needed

Review Your Information

Please review all the information you've entered before submitting your application.

Form Submission Information

Form submitted by Name *

Form submitted by Title *

I agree to the terms and conditions stated above *

Terms and Conditions Agreement:

On behalf of the applicant: I hereby give written consent to TWI Group, Inc. to obtain credit information as needed. I certify that all the information on this form is correct and that I agree with the payment terms in consideration of extended credit. Payment will be made per invoice terms. In the event of noncompliance with your terms, I agree the applicant will pay all attorney/collection fees as assessed. I acknowledge receipt of the governing Terms and Conditions of Service herewith -- also available at https://www.twigroup.com/termsandconditions#terms-conditions

New Client Onboarding Application

Company & Contact Information

Getting Started

Company Information

Addresses

Address Information

Company Addresses

Billing Address

Accounting

Accounting & Business Details

Business Information

Banking Information

Banking Details (Optional)

Bank Reference

International Shippers

International Shipping Preferences

International Shippers

Broker Power of Attorney Pre-Fill Information

Customs Broker Information

Insurance

Cargo Insurance Decision

Cargo Insurance Information

Compare the value of your cargo against the monetary liability of Carriers.

Carrier's statutory liability does not provide the same protection as cargo insurance. Consider the comparisons below:

Review & Submit

Final Review & Submission

Review Your Information

Form Submission Information