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Business Credit Application Form Template

Streamline Your Business Funding Application Process

Applying for business credit can be a daunting task, but having the right template can make the process smoother for you. This business credit application form template is designed for companies seeking funding or lines of credit, ensuring you get the financial support you need. With our template, you can easily gather essential information, reduce processing time, and enhance your approval chances, all while ensuring compliance with lending requirements. Explore the live template today to simplify your applications.

Use this Template (FREE) Live Preview
Legal business name
DBA or trade name
Industry
Tax ID or EIN
DUNS number
Date business established
Number of employees
Website URL
Primary phone
Primary email
Business type
Corporation
LLC
Partnership
Sole proprietorship
Nonprofit
Government
Other
Please Specify:
Street address line 1
Street address line 2
City
State or province
Postal or ZIP code
Country
Accounts payable contact name
Accounts payable email
Accounts payable phone
Preferred invoice delivery method
Email
Mail
Online portal
Other
Please Specify:
Are purchase orders required for invoices?
Yes
No
Monthly credit limit requested (currency)
Estimated monthly purchases (currency)
Intended use of credit
Type of credit requested
Net 15
Net 30
Net 45
Net 60
Revolving
Other
Please Specify:
Trade reference 1 company name
Trade reference 1 contact name
Trade reference 1 email
Trade reference 1 phone
Trade reference 2 company name
Trade reference 2 contact name
Trade reference 2 email
Trade reference 2 phone
Bank name
Bank branch city and state
Account number
Bank contact name
Bank contact phone
Account type
Checking
Savings
Both
Other
Please Specify:
Number of owners with 20 percent or more
Principal 1 full name
Principal 1 title
Principal 1 ownership percentage
Principal 1 email
Principal 1 phone
Principal 2 full name
Principal 2 title
Principal 2 ownership percentage
Principal 2 email
Principal 2 phone
Personal guarantee may be required for approval
Strongly disagree
Disagree
Neither
Agree
Strongly agree
Annual revenue (currency)
Fiscal year end date
Are financial statements available upon request?
Yes
No
Any active liens or judgments against the business?
Yes
No
Resale certificate number (if applicable)
Is the business tax exempt?
Yes
No
Not applicable
I authorize the company to obtain credit information from references and credit bureaus
Strongly disagree
Disagree
Neither
Agree
Strongly agree
I certify the information provided is true and complete
Strongly disagree
Disagree
Neither
Agree
Strongly agree
Preferred communication methods for account notices
Email
Phone
SMS text
Mail
Authorized signer full name
Authorized signer title
Typed signature (enter full legal name)
Signature date
{"name":"Legal business name", "url":"https://www.quiz-maker.com/QPREVIEW","txt":"Legal business name, DBA or trade name, Industry","img":"https://www.quiz-maker.com/3012/images/ogquiz.png"}
Paper art illustration showcasing a business credit application form template for FormCreatorAI article

When to use this form

Use this form when you extend net terms to new B2B customers, such as a wholesaler approving a retailer for Net-30 or a contractor opening an account with a materials supplier. It helps you verify the company, assess risk, and set credit limits and terms before the first order. Add consent so you can verify bank and trade references; a simple Third party authorization form supports that step. If the buyer really needs equipment or invoice financing, route them to a Finance application form. For cash-based borrowing or working capital needs beyond supplier terms, point them to a Loan application form. Sales, accounting, and credit teams all benefit with faster, documented decisions and fewer write-offs.

Must Ask Business Credit Application Questions

  1. What is your legal business name, any DBA, and business structure?

    This confirms the exact entity you will bill and helps prevent fraud or mismatches. The structure (LLC, corporation, or sole proprietorship) guides liability, required documents, and whether you need a guaranty.

  2. What is your federal EIN, state of registration, and date established?

    These details let you verify identity, check business credit files, and locate UCC filings. The company age helps you set starting limits and decide if deposits are needed.

  3. Please list three trade references with contact details, terms, and current credit limits.

    References show how the applicant pays peers on real invoices, not just what they claim. Limits and terms from other vendors indicate a safe starting point for your line.

  4. What is your primary bank, account type, and average balance, and do you authorize verification?

    Banking info reveals cash flow and seasonality, which affect repayment capacity. Explicit authorization allows you to confirm balances and relationships, speeding approvals.

  5. Will an owner or officer provide a personal guaranty, including ownership percentage and the last four of SSN?

    A guaranty reduces risk on newer or thin-credit businesses and enables higher limits. It also clarifies who is responsible if the entity cannot pay, reducing collections issues.

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