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Credit Reference Form
When you are trying to get a Credit Reference for a potential client this blank credit reference form can provide a template for the request. It will guide you in what is the important information that you need when obtaining a Credit Reference such as the terms of credit, high credit, current balance, etc.

Free Sample Template
Format: Word PDF
# of Pages: 1
Printable: Yes


Credit Reference Form TemplateForm 1057
Format: Word PDF
Category: Business, Credit
Type: Form
Credit Reference Form




To: _______________________________________________________ Fax: _______________________________

The following customer has listed you has a trade credit reference. Would you please complete this

form and return it to us to:



Address: ______________________________________________________________________________________

If you have any questions you may contact our Credit Department.

Customer Requesting Reference:



Name: ________________________________________________________________________________________

Address: ______________________________________________________________________________________

City / State / Zip: _______________________________________________________________________________

Phone Number: ________________________________________________________________________________

Reference Information:



Date account opened: ___/___/_____

Terms: __ Net __ Days __ COD __ Prepay

High Credit: _______________________

Current Balance: ___________________

Amount past due: __________________

Average Days to Pay: _______________

Date of last order: ___/___/_____

Additional comments or information: _______________________________________________________________

_____________________________________________________________________________________________

_____________________________________________________________________________________________



Signature: ___________________________________________________________________Date: ___/___/_____

Print Name: ___________________________________________________________________________________

Title: _________________________________________________________________________________________