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Business Credit Application

(Open Account / Trade Credit)

Business Information

Legal Business Name
DBA (if any)		Federal Tax ID (EIN)
Business Address
Phone		Email
Business Type	CorporationLLCPartnershipSole proprietorNonprofit
Years in Business		Annual Sales
AP Contact		AP Email / Phone

Owners / Officers

Name

Title

Ownership %

Phone / Email

Bank Reference

Bank Name		Account Type
Branch / Contact		Phone

Trade References

Company

Contact

Phone / Email

Account Since

Credit Requested

Credit Limit		Terms Requested
Tax Exempt?	NoYes (attach certificate)	Invoices Sent To

Agreement

The applicant certifies that the information above is true and authorizes the seller to check the references listed and to obtain business credit reports. If credit is extended, the applicant agrees to pay all invoices according to the agreed terms. Past-due balances may be charged a late fee of ____% per month (not more than the law allows) plus reasonable collection costs.

Authorized Signature
Name & Title
Date

For Office Use

Approved Limit		Terms		Approved By		Date

How to fill out a Business Credit Application

Business Credit Application template preview — Free Business Credit Application template

A business credit application collects the information a supplier needs before letting a customer buy on account and pay later, such as Net 30. It covers the business, its owners, bank and trade references, the credit limit requested and the payment terms the customer agrees to.

How to fill it out

Fill in the legal business name, EIN, address and business type.
List the owners or officers.
Add a bank reference and at least two trade references.
Enter the credit limit and terms requested and where invoices should go.
Have an authorized person sign the agreement section.

Tips

Call references within a few days while the request is fresh.
Set a starting limit and review it after a few months of on-time payment.
Ask for a sales tax exemption certificate if the customer claims one.
Keep applications with the customer’s account records.