# Credit Application Form Template Source: https://nerix.ai/templates/credit-application-form Let a business customer ask for trade credit, with company details, references and a signed authorisation to check them. Before you send it Rules on credit checks, personal guarantees and the use of credit reports, and on data protection, differ by country. Check what applies where you and the applicant are. This form is not legal advice. ## Fill it in and preview You are signed in. Fill it in your workspace and it is kept as a document you can send, share and have signed. [Open in your workspace](https://app.nerix.ai/documents/templates/credit-application-form) ### Credit application form **To:** Harbor Print Services Ltd **Send the completed form to:** [credit@harborprint.example](mailto:credit@harborprint.example) **Date:** 14 March 2027 ## 1. The applicant **Legal name:** Brightwater Analytics GmbH **Trading name:** Brightwater **Type of business:** Limited liability company **Registration number:** HRB 218734 **Tax or VAT number:** DE 123 456 789 **Year started:** 2016 **Registered address:** Hafenstrasse 12, 20457 Hamburg, Germany **Contact:** Lena Fischer, Finance Manager, [lena@brightwater.example](mailto:lena@brightwater.example), +49 40 555 0182 **Email for invoices:** [accounts@brightwater.example](mailto:accounts@brightwater.example) ## 2. Owners, directors or partners Jonas Weber, director, 60% Anna Keller, director, 40% ## 3. What the business does Market research and customer surveys for retail brands ## 4. Credit requested **Credit limit requested:** EUR 25,000 **Expected purchases each month:** EUR 8,000 **Payment terms requested:** 30 days from the invoice date ## 5. Bank details Hanse Bank, Hamburg main branch, account ending 4821 **Contact at the bank:** Mia Schulz, +49 40 555 0100 ## 6. Trade references Please give three businesses that supply you on credit. | Supplier | Contact person | Phone or email | Account since | Credit limit | | | | | | | | | | | | | | | | | | | ## 7. Guarantee **Guarantor:** Jonas Weber, director ☐ A guarantee is attached ☐ No guarantee is required ## 8. Declaration and authorisation The applicant declares that the information in this form is true and complete, and will tell Harbor Print Services Ltd promptly if it changes. The applicant allows Harbor Print Services Ltd to contact the banks and trade references named above, and to ask a credit reference agency for information about the business, and agrees that Harbor Print Services Ltd may refuse credit or change or withdraw a credit limit at any time. If credit is given, the applicant agrees to pay each invoice by the due date and to follow the supplier's terms of sale. Name: Jonas Weber Title: Managing director Signature: ______________ Date: ______________ The supplier will tell the applicant in writing whether credit is granted, and on what terms. Orders are accepted at the applicant's risk until then, and may need to be paid in advance. ## 9. For the supplier's use | Item | Entry | | Credit limit approved | | | Payment terms approved | | | Checks made | | | Approved by | | | Date | | ## 10. How this information is used and kept Harbor Print Services Ltd uses this form to decide on credit, to check the applicant and its references, to collect what is owed and to meet legal duties. It is seen only by the staff who decide on and manage credit, and by the agencies and references named above. It is kept for 6 years after the account closes and then deleted. People named in it may ask to see or correct their details. Templates are a careful starting point, not legal advice. Where the law matters, check what applies where you are. Finance and accounting ## What this template is for A credit application form for a business customer: company details, owners, bank and trade references, credit requested, terms and a signed authorisation. It is free to fill in online, needs no account, and downloads as a Word document or a PDF. [See all Finance and accounting templates](https://nerix.ai/templates/finance-accounting) Finance and accounting ## What you fill in The form asks for 24 details. The document fills itself in as you type. - ### Your company (the supplier) For example: Harbor Print Services Ltd - ### Where to send the completed form For example: credit@harborprint.example - ### Applicant's legal name For example: Brightwater Analytics GmbH - ### Trading name, if different optional For example: Brightwater - ### Type of business For example: Limited liability company - ### Registration number For example: HRB 218734 - ### Tax or VAT number optional For example: DE 123 456 789 - ### Year the business started For example: 2016 - ### Registered address For example: Hafenstrasse 12, 20457 Hamburg, Germany - ### Contact name, role, email and phone For example: Lena Fischer, Finance Manager, lena@brightwater.example, +49 40 555 0182 - ### Email for invoices optional For example: accounts@brightwater.example - ### Owners, directors or partners One per line, with the share owned if you know it. For example: Jonas Weber, director, 60% Anna Keller, director, 40% - ### What the business does For example: Market research and customer surveys for retail brands - ### Credit limit requested For example: EUR 25,000 - ### Expected purchases each month optional For example: EUR 8,000 - ### Payment terms requested For example: 30 days from the invoice date - ### Bank name, branch and account number Do not write a full card number or any password. For example: Hanse Bank, Hamburg main branch, account ending 4821 - ### Contact at the bank optional For example: Mia Schulz, +49 40 555 0100 - ### Guarantor, if one is required optional For example: Jonas Weber, director - ### How long the supplier keeps this form Use the period your rules require. For example: 6 years after the account closes - ### Name of the person signing for the applicant For example: Jonas Weber - ### Title of that person For example: Managing director - ### Date For example: 14 March 2027 - ### Trade references optional Finance and accounting ## What is inside The parts of this document, in order. - 1 1. The applicant - 2 2. Owners, directors or partners - 3 3. What the business does - 4 4. Credit requested - 5 5. Bank details - 6 6. Trade references - 7 7. Guarantee - 8 8. Declaration and authorisation - 9 9. For the supplier's use - 10 10. How this information is used and kept Templates ## How it works - 01 ### Fill in Type your details in the form. The document fills itself in as you type; click any gap to jump to its field. - 02 ### Check Read it through. Gaps you have not filled stay marked, so nothing goes out half done. - 03 ### Download Save it as a Word document to edit further, or as a PDF to send or print. ### Make it yours with AI Open it in the chat and ask for changes: shorter, firmer, another situation, another language. [Adapt it with nerix](https://nerix.ai/try?template=credit-application-form) ### Was this template helpful? Finance and accounting ## Questions people ask ### What details does this template ask for? The form asks for 24 details, starting with Your company, Where to send the completed form, Applicant's legal name, Type of business, Registration number. 7 more are optional. ### Can I download this template as Word or PDF? Yes. When you have filled in the form, save it as a Word document to keep editing, or as a PDF to send or print. It is free and needs no account. ### Is what I type sent anywhere? No. What you type stays in your browser while you fill in the document. It only goes to nerix if you choose to open the template in the chat. ### What should I check before I use this template? Rules on credit checks, personal guarantees and the use of credit reports, and on data protection, differ by country. Check what applies where you and the applicant are. This form is not legal advice. ### Are these finance templates free? Most are. Fill in and download them for free as Word or PDF, with no account. A few longer documents are premium: free to fill in, paid once to download, and marked with their price. ### Do these templates include tax rules? No. Tax and invoicing rules differ by country. Each template has fields for amounts and references, and you add the tax details your local rules require. ### Can I use them with my accounting software? Yes. They are plain documents. Download the Word version, or copy the figures into your software. 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