Customer Credit Application Form Template
Evaluate new credit accounts with a form that captures business details, trade references, and financial information — so your credit team can make informed decisions quickly.
Extending credit to a new customer without proper vetting is a receivables risk. A structured credit application form collects the business and financial information your credit team needs — trade references, years in business, annual revenue, bank details — in a consistent format that makes the review process faster and more objective.
This template covers the business name, legal structure, address, years in operation, primary contact, requested credit limit, bank name and account details, trade references with contact information, any existing liens or judgments, and an authorized signature confirming the information is accurate. A personal guarantee section handles cases where the business's creditworthiness requires additional backing.
Suppliers, wholesalers, B2B service providers, and distributors use credit application forms before opening new accounts. Route applications to your credit department for review. Connect to your accounts receivable system to create a new customer record when the application is approved. Store completed applications with the customer file for future reference.
Add a conditional personal guarantee section that appears when the requested credit limit exceeds a threshold or when the business is under a certain age.
Your credit team contacts trade references and reviews bank information as part of the standard review process. The form collects the information — verification happens offline.
Export application data to your credit scoring model or CRM. Use the data fields to populate scoring criteria and trigger the review workflow automatically.
Configure a follow-up email workflow for approved and declined outcomes. Include the approved credit limit and payment terms in the approval notification.
Typeform encrypts submissions. Evaluate whether collecting full account details aligns with your security policy — some businesses collect only the bank name and request account details separately.
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