Credit Application Form Template
A free business credit application form. New customers apply for trade credit with company details, references and a signed credit check authorization.
Customize the pages and design to fit your needs.
About this template
Open trade accounts for business customers. Collect the company's legal details, years in business, credit amount requested, bank and trade references, and a signed authorization to check credit.
Common uses
- Wholesalers and distributors
- Manufacturers opening trade accounts
- B2B service firms with net terms
Key features
- Bank and trade references
- Credit check authorization
- Signed PDF for every application
What this template asks
What's the company's legal name?
Short Text
What's your name and title?
Short Text
What's your work email?
Email
What's the company's phone number?
Phone
What's the business address?
Short Text
What type of business is it?
Single Choice · Corporation, LLC, Partnership, Sole proprietor
How long has the company been in business?
Single Choice · Less than 1 year, 1 to 3 years, 3 to 10 years, 10 years or more
How much credit are you requesting?
Short Text
Who is your bank?
Short Text
List two trade references
Long Text
Credit terms and authorization
Agreement text, accepted with “I agree”
Sign the credit application
Signature
How to use this template
Copy it
Select Use template and a copy opens in your workspace as an unpublished draft.
Make it yours
Edit any question or answer, choose a theme, and add your logo.
Share it
Publish, then send the link, show a QR code, or embed the form on your site. Responses arrive in Submissions.
Credit terms and authorization
Signers read this text in the form before they accept it. Edit the bracketed details to match your business, and have the wording reviewed for your situation.
Please read this before you sign.
This application is made to [Company name] (the "Seller") by the business named in this form (the "Applicant").
- Accurate information. The Applicant confirms the information in this application is true and complete.
- Credit check. The Applicant authorizes the Seller to contact the bank and trade references above and to obtain business credit reports. For sole proprietors, the person signing also authorizes a personal credit report.
- Payment terms. Approved accounts pay invoices within [30] days. Late balances may be charged [rate] per month, as the law allows.
- Collection costs. The Applicant pays reasonable costs of collecting overdue balances.
- Credit limit. The Seller decides the credit limit and may change or withdraw it at any time.
By signing below, I confirm that I am authorized to sign for the Applicant and agree to these terms.
Frequently asked questions
What is a business credit application?
A form new business customers fill in to request trade credit, such as net 30 terms, with company details, references and permission to check credit.
What references should a credit application ask for?
A bank reference and at least two trade references from suppliers who already extend credit to the business.
Is the credit application signed?
Yes. The applicant reads the credit terms and signs, and you keep the signed PDF with an audit trail.