How Do I Apply for a Line of Credit (LOC) with CompTIA?

CompTIA offers organizations the ability to apply for a Line of Credit (LOC) to make purchasing easier and more flexible. Below you'll find everything you need to know about the application process, required information, and what to expect.

How to Apply for a Line of Credit

1. Access the LOC Application
   • Log in to your CompTIA Account at www.comptia.org.
   • Click on the letter icon in the upper right-hand corner and select Customer Profile.
   • Locate the Line of Credit section and click on the “Line of Credit Request” link.
2. Complete the Line of Credit Form
   Fill out all required fields in the form, including:
   • • Requester Email
     • Requester Name
     • Full Legal Entity Name (as it appears on W-9, if applicable)
     • Customer Address (including city, state, and country, as it appears on W-9, if applicable)
     • Phone Number
     • Detailed Description of Your Request: Please share any relevant information about your LOC needs, and attach a screenshot if applicable.
     • CompTIA Account Executive
     • Account Number
     • D-U-N-S Number (if applicable)
     • Additional Purchasers’ Full Name and Email Address (optional)
3. Attach Documentation (Optional)
   You may attach any supporting documents or screenshots that can help us process your request more efficiently.
4. Submit the Form
   By submitting the LOC request form, you acknowledge and agree:
   • Approval is subject to a credit check and execution of a Line of Credit Agreement.

How to Use Your Line of Credit

Once your Line of Credit has been approved and is active, follow these steps to use it on your CompTIA purchases:

1. Browse www.comptia.org and add the desired products to your shopping cart.
2. Once ready, go to your cart and click Checkout.
3. Under the payment section, select LOC (Line of Credit) as your payment method.
   • Important: Ensure that the total order amount does not exceed your approved Line of Credit or the remaining balance from previous purchases.
4. Review your order details and place your order.

Your order will be processed and the purchase amount will be deducted from your available Line of Credit.

Important Notes

• Available Credit:
  The standard Line of Credit limit offered is $10,000 USD. (The available credit displayed may not reflect all open orders or include exact currency conversion.)
• Custom Credit Amounts:
  If you require a different LOC amount, contact your CompTIA Account Executive to discuss your needs.
• Credit Verification:
  Approval of your application will depend on a credit evaluation and agreement to CompTIA’s Line of Credit terms.

Here is a video that guides you through applying for a tax exemption, downloading and submitting your W-9 form, and applying for a line of credit—all in just a few easy steps: https://www.youtube.com/watch?v=47VAVsrKS9Q