Distributor Onboarding Checklist

Documents and steps required to become a SurgeRoot supply partner.

Required Documents

• Business email from company domain
• Company name and legal entity (W9 name)
• Valid Resale Certificate (PDF)
• W9 Form (PDF)
• Company website
• State of registration
• Primary contact name and phone

Optional but Recommended

• References or purchase order history (PDF)
• Target brands you distribute
• Estimated monthly purchase volume

Process Timeline

• Step 1: Complete the Distributor Application online.
• Step 2: Our team reviews submitted documents (3–7 business days).
• Step 3: If approved, receive portal access credentials.
• Step 4: Place your first order.

Requirements

• Files must be PDF format, max 5MB each.
• Business email required (no Gmail/Hotmail for primary contact).
• Agreement to MAP and channel policies.
• EIN reference available upon request (redacted for public documents).