Get Trade Reference

Completing the Trade Reference form is an essential step for establishing trust and verifying creditworthiness. This guide will provide you with clear, step-by-step instructions on how to fill out the form accurately to ensure all necessary information is provided.

Follow the steps to effectively complete your Trade Reference form.

1. Press the ‘Get Form’ button to download the Trade Reference form and open it in your preferred editor.
2. Enter the foreign buyer's name and address in the indicated fields, ensuring accuracy, as this information is crucial for reference verification.
3. Provide the name of the company giving the reference and the name of the person providing it. Make sure to include the title, phone number, fax number, and email address to facilitate communication.
4. Indicate the years of experience working with the buyer. This helps establish the duration of the business relationship.
5. Insert the estimated annual sales to the buyer, as this reflects the scale of transactions and trust.
6. Detail the terms of sale, which outline the payment conditions agreed upon with the buyer.
7. Fill in the high credit amount and the highest credit extended to the buyer within the past 12 months, providing insight into credit limits.
8. Record the date of the last sale, which indicates the recency of transactions.
9. List the current outstanding balance and any past due amounts, which are critical for assessing financial obligation.
10. Complete the payment experience section by indicating any slow payments in the past 30, 60, or 90 days, providing a detailed account of payment history.
11. Add any additional comments that might further clarify the business relationship with the buyer.
12. Fill in the name of the company taking the reference and the name of the person taking it, along with their signature, title, phone number, fax number, and email address.
13. Date the document to validate its current relevance. After completing all sections, review the form for accuracy.
14. Once verified, save your changes, download, print, or share the completed form as needed.

Start filling out your Trade Reference form online to enhance your business credibility.