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Commercial Credit Application Form Template

Your Key to Streamlined Business Credit Applications

Struggling to efficiently process credit applications for your business clients? This commercial credit application form template is designed to help you collect vital information swiftly and accurately, ensuring a seamless approval process. It empowers you to assess credit risk, gather business details, and streamline communication with potential clients, all while maintaining compliance with financial standards. Plus, it's ready to use with WCAG-aligned labels for accessibility. Try out the live template to simplify your credit application workflow.

Use this Template (FREE) Live Preview
Legal business name
Doing business as (DBA), if applicable
Primary contact full name
Title or role
Business phone
Business email
Website
Billing street address
Billing city
Billing state/province/region
Billing postal/ZIP code
Billing country
Preferred communication method
Email
Phone
Mail
Customer portal
No preference
Business entity type
Corporation
LLC
Partnership
Sole proprietorship
Nonprofit
Government
Other
Please Specify:
Federal Tax ID (EIN)
DUNS number (if available)
Business start date
Number of employees
Industry or NAICS
Are purchase orders required for payment?
Yes
No
Tax exemption certificate number (if applicable)
Is the business tax exempt?
Yes
No
Requested credit limit amount (currency)
Estimated monthly purchases (currency)
Payment terms requested
Due on receipt
Net 15
Net 30
Net 45
Net 60
Other
Please Specify:
Accounts payable contact full name
Accounts payable email
Accounts payable phone
Preferred invoice delivery
Email
Mail
Customer portal
EDI
Other
Please Specify:
Bank name
Bank contact full name
Bank phone
Bank email
Bank account number (last 4 digits)
Routing/IBAN
Bank city and state/province
Trade reference 1 company name
Trade reference 1 contact full name
Trade reference 1 phone
Trade reference 1 email
Trade reference 1 city and state/province
Trade reference 1 account number
Trade reference 2 company name
Trade reference 2 contact full name
Trade reference 2 phone
Trade reference 2 email
Trade reference 2 city and state/province
Trade reference 2 account number
Account type
Checking
Savings
Other
Please Specify:
Ownership structure
Single owner
Multiple owners
Publicly traded
Other
Please Specify:
Principal or owner full name
Principal or owner title
Ownership percentage
Home street address
Home city
Home state/province/region
Home postal/ZIP code
Date of birth
SSN/Tax ID (last 4 digits)
Mobile phone
Owner email
Will you provide a personal guaranty if required?
Yes
No
I authorize the company to obtain business and consumer credit reports for evaluation of this application.
Yes
No
I authorize the company to contact the bank and trade references listed.
Yes
No
I certify the information provided is true and complete.
Yes
No
I agree to the seller's terms and conditions of sale.
Yes
No
Permission for a UCC-1 filing if credit is extended.
Yes
No
If yes, provide brief details
Any bankruptcies, judgments, or tax liens in the last 7 years?
Yes
No
Authorized signer's full name
Signer's title
Signature date
{"name":"Legal business name", "url":"https://www.quiz-maker.com/QPREVIEW","txt":"Legal business name, Doing business as (DBA), if applicable, Primary contact full name","img":"https://www.quiz-maker.com/3012/images/ogquiz.png"}
Paper art illustration depicting a commercial credit application form for FormCreatorAI article.

When to use this form

Use this form when you offer net terms to other businesses and need to assess risk before opening an account. It helps wholesalers, manufacturers, distributors, and service firms set up new buyers and review existing ones. For a new reseller or contractor, you can verify trade history with a Credit reference request form and confirm scores with a Credit report request form. Use it during onboarding, before increasing limits, or when payment behavior shifts. The result: faster approvals, clear limits, and fewer write-offs. For post-sale adjustments, align your workflow with a Credit note request form.

Must Ask Commercial Credit Application Questions

  1. What is your legal business name, any DBA, entity type, and state of registration?

    You verify identity and match the applicant to public records and UCC filings. This reduces fraud and ensures you set terms under the correct legal entity.

  2. What is your EIN (tax ID) and your start or incorporation date?

    Your team needs the tax ID for invoicing and compliance, and the start date shows operating history. Together they help you size risk and meet reporting rules.

  3. Who is your accounts payable contact and full billing address (email, phone, mailing)?

    You send invoices and statements to the person who actually pays the bills. Accurate billing details cut delays, disputes, and late fees.

  4. Which trade references and your primary bank reference may we contact?

    You confirm real payment behavior with other suppliers, and a bank reference shows capacity and account standing. These checks validate credibility beyond self-reported answers.

  5. Do you authorize us to obtain business credit reports and, if required, a personal guarantee?

    You get permission to pull business bureau data and, when needed, evaluate a personal guarantee. Clear consent speeds decisions and avoids disputes about your review process.

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