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Closing
Documents typically consist of: |
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- Master Agreement Order Form
- Acceptance Agreement
- Payment Schedule
- Equipment Schedule
- Initial Invoice (if initial payment due under the financing is less than 60 days away)
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Documentation that will be obtained or provided on your behalf by CSU Office of the Chancellor |
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- IRS Tax-Exempt Registration Form:
a) 8038-G for financings above $100,000 OR
b) 8038-GC for financings below $100,000
- Evidence of Insurance or a Self-Insurance Letter
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Note: the Master Agreement Order Form and the Acceptance Agreement are the only documents signed by a Campus Official.
We’ll prepare the documentation and send them to you for review and execution.
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