Get Credit Application Page 1of 10 Client Information (must Be ...

Completing the credit application is a crucial step in establishing a business relationship. This guide provides detailed instructions for filling out the first page of the credit application, ensuring you provide the necessary client information accurately and efficiently.

Follow the steps to complete your credit application effectively.

1. Click the ‘Get Form’ button to access the credit application form and open it for editing.
2. Fill out the client information section, ensuring to provide the legal name of the business, and specify if it is a sole proprietor, corporation, or partnership. Include the operating name if applicable.
3. Enter your complete address, including the city, state/province, postal/zip code, and contact telephone number. Ensure to include an extension if necessary.
4. Provide your email address for correspondence and complete any additional sections for billing address, if different from the above.
5. Identify the main contact person, their phone number, and any accounts payable contact, including their phone number and extension.
6. Indicate the type of business and the date it was established. If applicable, provide the business number or exporter number and the name of the parent company.
7. List the principal name and title along with their direct phone number for further contact.
8. Complete the banking information section by providing your bank's name and branch address, along with the main account number.
9. Include trade references by filling out their names, phone numbers, and addresses thoroughly.
10. In the credit required section, specify the amount of credit being requested.
11. Choose whether you require all-risk insurance on shipments, and initial to confirm understanding of the terms and conditions.
12. Finally, sign the application and provide the signing officer's name, title, and date.
13. Once all fields are complete, save your changes, and choose to download, print, or share the complete form as needed.

Begin filling out your credit application online today to establish your business credit with ease.