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Business Application Form Template

Streamline Your Business Application Process Effortlessly

Struggling to collect vital information for your business applications? This business application form template helps you gather essential details like demographics, policies, and product offerings efficiently. With customizable fields, secure data collection, and user-friendly design, you can easily accommodate client needs, speed up the application process, and enhance data accuracy. Plus, it's crafted with WCAG-aligned labels to ensure accessibility for all users. Explore the live template to simplify your application management!

Use this Template (FREE) Live Preview
Legal business name
Business address (street, city, state/province, postal code, country)
Industry or NAICS code
Tax ID / EIN
Legal structure
Sole proprietorship
Partnership
LLC
Corporation (C-Corp)
Corporation (S-Corp)
Nonprofit
Cooperative
Other
Please Specify:
Primary contact full name
Title or role
Contact email
Contact phone
Number of employees
1
2-10
11-50
51-200
201-500
501+
Prefer not to say
Primary products or services
Annual revenue band
Less than $100k
$100k-$499k
$500k-$999k
$1M-$4.9M
$5M-$9.9M
$10M or more
Prefer not to say
Are there any beneficial owners with 25% or more ownership?
Yes
No
Ownership summary (names and ownership percentages)
Are there any pending legal or regulatory actions involving the business?
Yes
No
Prefer not to say
Primary bank name
Business bank account established date
Is the business registered for sales tax or VAT?
Yes
No
Not applicable
Trade reference company name
Reference contact name
Reference contact email
Purpose of this application
Vendor onboarding
Partnership consideration
Credit terms
Wholesale account
Membership
Directory listing
Other
Please Specify:
Documents you intend to provide
Please Specify:
Do you consent to us contacting your bank and trade references to verify information?
Yes
No
I certify that the information provided is true and complete.
Yes
No
Signature
Signature date
I am authorized to submit this application on behalf of the business.
Yes
No
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paper art illustration depicting a business application form template for FormCreatorAI article

When to use this form

Use this template to screen and approve companies for B2B services, trade accounts, vendor onboarding, or franchise interest. It fits wholesalers, SaaS platforms, and programs that must vet eligibility before granting access. You will collect essentials like legal name, entity type, tax ID, ownership, licenses, insurance, and references so you can review faster and cut back-and-forth. If you run a reseller program, pair it with the New wholesale application form to qualify applicants. For regulated categories, capture license numbers and expiry dates so you can track compliance alongside your Licence renewal form. The result: consistent data, faster decisions, and an audit-ready record that protects your team and customers.

Must Ask Business Application Questions

  1. What is your legal business name and DBA (if any)?

    This confirms identity and ties to bank, tax, and registry records. Clear names prevent mismatched contracts and speed verification.

  2. What is your business structure and registration jurisdiction?

    Entity type and state or country affect risk, tax handling, and contract terms. Knowing the jurisdiction guides which certificates or documents you must collect.

  3. What is your tax ID or company registration number?

    This enables credit checks and fraud screening and supports invoicing and reporting. Store it securely to maintain a clean audit trail.

  4. Who is the authorized signer (name, title, email, and phone)?

    You need a person who can accept terms and sign on behalf of the company. For ID standards, the Driving license application form shows common fields you may request during verification.

  5. Do you hold any required licenses or permits?

    Listing numbers, issuing agencies, and expiration dates proves the company can legally operate. Dates let you set reminders and pause accounts if credentials lapse.

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