The Montana Form Promo, titled “Promotional Agreement,” is a contract between a liquor vendor and the Montana Department of Revenue’s Alcoholic Beverage Control Division. This agreement permits a vendor to place specific beverage alcohol products into the state liquor warehouse for a temporary “test market” period of six months. By signing this document, the vendor agrees to bailment terms (meaning the state holds the product but the vendor retains ownership until sold) and commits to a specific promotional strategy to drive sales. It is essentially a “try-out” for new products; if the product sells well, it might earn a permanent spot. If not, the agreement dictates that the vendor is financially responsible for removing or destroying any unsold inventory after the promotional period expires. This form is critical for introducing new spirits or wines into Montana’s control state system without a full, permanent listing initially.
How To File Montana Form Promo
This form is typically submitted directly to the Montana Department of Revenue’s Alcoholic Beverage Control Division. While older versions were physical, many processes are now handled through the state’s online TransAction Portal (TAP) or by emailing the completed PDF to the division’s official email address listed on the form (DORAlcoholicBeverageControl@mt.gov). You should attach all required supplementary materials—specifically a price quote, a high-quality bottle shot (image), and the federal Certificate of Label Approval (COLA) for each new product. The form needs to be signed by the vendor or their authorized broker/representative. Once approved, you will receive a countersigned copy with an effective date and expiration date, officially starting your six-month clock.
How To Complete Montana Form Promo
NABCA Code
In the first column of the product table, enter the official National Alcohol Beverage Control Association (NABCA) code assigned to your product. This is the standard ID used for inventory tracking in control states.
Product Description
In the second column, provide the full name and description of the product as it appears on the label (e.g., “Rocky Mountain Huckleberry Vodka, 750ml”).
Cases Requested
In the third column, enter the number of cases you intend to ship to the state warehouse for this initial six-month supply.
Question 1: Promotional Strategy
In the lines provided, describe exactly how you plan to market this product. Be specific about your efforts—mention if you will have brand ambassadors doing tastings, if you are running social media ads, if you have point-of-sale materials (posters, shelf talkers) for liquor stores, or if you are partnering with specific bars for features. The state wants to see a proactive plan to move the inventory.
Question 2: Test Market Locations
List the specific cities, regions, or specific agency liquor stores where you will focus your sales efforts. For example, “Missoula and Bozeman markets” or “Agency stores in Yellowstone County.”
Question 3: Warehouse Availability Date
Enter the specific date (MM/DD/YYYY) you expect the product to physically arrive and be available for order at the state liquor warehouse.
Consigned To
In this section, you must designate where unsold inventory should be shipped if the product fails to sell. Enter the name of the entity (usually the vendor or a designated storage facility) authorized to receive the returned goods.
Destination Address
Provide the complete shipping address where the “Consigned To” entity is located. This is where the state will ship your leftover product at your expense if you don’t make other arrangements.
Vendor
Print the name of the vendor company (the manufacturer or supplier).
Date
Enter the date the vendor signed the form.
Submitted By
The person submitting the form (vendor contact or broker) signs here.
Title
Enter the job title of the person submitting the form.
Broker/Representative
If a third-party broker is handling this on behalf of the vendor, they should sign here.
Date Accepted
Leave this blank. This line is for the State of Montana official to sign when they approve your agreement.
For Office Use Only
Do not write in the gray box at the bottom. This section tracks the official Effective Date, Expiration Date, and approval status, which are determined by the Alcoholic Beverage Control Division staff.