Frequently Asked Questions


   Creating an Account or Logging In

Be sure you are entering all the correct information. For a lease/loan contract enter the contract number in the format from your invoice (ex. 001-0123456-000), the 8-digit or 17-digit Caterpillar serial number as it reads on your invoice and the postal code of your billing or accounts receivable address. Be cautious of any extra spaces before, after, or in-between the information you are entering.


You can reset your username or password by clicking "Forgot Password". You will then be prompted to enter your CWS user ID and complete the security questions. After all information has been entered, you will receive an e-mail with a temporary password. Enter the temporary information and then update your password.


You will need to contact Customer Service at 800-651-0567 if you need to view a lease/loan contract or 800-228-8811 if you need to view your Commercial Account.


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   Adding More Contracts or Commercial Accounts

After logging in, click on the gear icon in the top right corner of the page and click "Add Accounts". Fill out the requested information. Your lease/loan accounts and commercial accounts will now be visible together.


After logging into your first lease/loan account, click "Add Accounts" on the left side of the page. Follow the directions to adding a lease/loan account and enter a contract number associated with the other customer number. Check the box if you are authorized to view the account information and click "Add Lease/Loan Contract". Your lease/loan accounts from both customer numbers will now be visible together. If you have more than 2 customer numbers, repeat the above step until all contracts have been added.


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   Payments

There is no fee to make a payment online.


The overnight mailing address varies based on your location. To find the correct address click on your Lease Loan contract number, click on "Invoice Details" on the right side of the page. Select one of your invoices and the address will be listed at the bottom of the invoice.


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   Settings and Preferences

While logged in, click on the gear icon in the top right corner of the screen. Click “Change Address” and enter the new address. If you need to change your address on your Commercial account, please contact customer service at 1-800-228-8811.


Yes. While logged in, click on the gear tool in the top right corner of the page. Then, click “My Bank Info” and enter your bank information.


Yes. While logged in, click on the gear tool in the top right corner of the page. Click "Invoice Notification,” verify your email address is correct, that the box is checked and click "Submit". Please allow up to 24 hours for your information to be updated.


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   Tax Information

The interest paid and prior year-end figures have been consolidated into the tax letter in order to provide you with only one document for all your tax needs. Refer to the “Tax Information” tab instead to obtain a tax letter.


Confirm you have selected both a month and year from the two drop down boxes. If error remains, follow the prompts to contact Customer Relations.


Select only one contract per customer number and generate a tax letter. This will provide tax information on all active and disposed contracts within the last three years. Once you click on a contract that is written in blue text, you can then access the Tax Information under the Contract Menu. *If you have more than one customer number, you will navigate through the steps to generate one tax letter per customer number.


All information within the tax letter is based on a calendar (January through December 31) year.


The tax letter will provide all tax information needed for all active and disposed contracts within the last three years. Once you click on a contract that is written in blue text, you can then access the Tax Information under the Contract Menu. Click Generate letter to view or print document.


In addition to the month and year you select, the prior year-end interest paid and balance figures have been added as a courtesy. For example: if you select December 2016, you will also receive December 31, 2015 information.


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