Symantec Channel Information Services - Symantec Request Forms

Request Forms

Co-Term

Please download the Co-Term form that corresponds to the type of Co-Term needed. Once it has been received it will be forwarded to the appropriate processing team. If there are questions, contact Channel Inside Sales at 1-888-780-7962 (6:00 a.m. to 4:00 p.m. (PST) Monday through Thursday and 6:00 a.m. to 3:00 p.m. (PST) Friday) or cis@symantec.com.

If the Co-Term is approved, completion may take up to 10 business days. Upon completion, you will receive an authorization (eSPA) number to reference at Distribution for a quote.

The accuracy and speed at which these requests are completed is dependent on all sections of the request form being completed, to avoid delays.

Going forward, we will require that a form be completed for all Co-Term requests, so we recommend keeping a blank template on hand for future requests.

Download:
Co-Term Request Form
MySymantec.com Co-Term Request Form
Rewards Program Co-Term Request Form

RMA (Return Material Authorization)

Please complete the form and send it back to cis@symantec.com. Once it has been received it will be forwarded over to a Symantec Specialist for review.

Note the requirements:

Requests within 45 days and less than $5,000 net deficit will be processed at Distribution without needing exception approval from Symantec. Please contact your Distributor.
Requests submitted outside of 45 days and/or over $5,000 net deficit will need exception approval from the appropriate Symantec Representative.
Requests submitted outside of 45 days without a reorder will be denied.

Once the request is received, it may take up to 48 hours for a response.

Requests submitted without either the replacement order number or Tech Support Case number will be returned, and/or denied. Please complete the Reason section in detail.

Going forward, we will require that the attached form be completed for all RMA requests, so we recommend keeping a blank template on hand for future requests.

Download:
RMA Request Form

Late Renewal

Please complete the form and send it back to cis@symantec.com. Once it has been received it will be forwarded over to a Symantec Specialist for review. They will respond to you shortly after approving or denying the renewal request.

Note: Please ensure the customer is aware that if their late renewal is granted, their support start date will be backdated to the day after their previous contract's expiration and last 1 year. In many cases, due to the backdating, an upgrade is actually more cost effective for customers. In some circumstances, a fee may be charged.

Once the request is received, it may take 1 - 3 days for a response.

Any additional information you feel would assist us in making a case for this renewal exception would be helpful.

Going forward, we will require that the attached form be completed for all Late Renewal requests, so we recommend keeping a blank template on hand for future requests.

Download:
Late Renewal Exception Request Form

IBR (Install Base Report)

Please complete the form and send it back to cis@symantec.com. Once it has been received it will be forwarded over to a Symantec Specialist for review.

Note the requirements:

If you are not the last Reseller on file for this customer, an email from the customer is required to release information on their behalf to you.
Maximum of 3 companies per request.

Once the request is received, it may take 24 - 72 hours for a response. Please let us know if the response time is outside the indicated service level and we will status your report. Delays often occur as a result of limited information.

You may submit additional customer information (alternate names for the company, additional reference numbers, additional locations, etc., and we will include this in your request as well.

Download:
IBR Request Form