Credit Application Form Example
Example document for Credit Application Form. Use this as a reference when creating your own.
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Document: Credit Application Form
Example Document
Last updated 7/27/2026
CREDIT APPLICATION FORM
Date: 15/10/2023
SECTION 1: APPLICANT DETAILS
Type of Applicant: [x] Company
Business Name: Smith & Sons Constructions Pty Ltd
Trading Name (if different): Smith & Sons
ACN / ABN: 123 456 789
Registered Office Address: 42 Builder Avenue Richmond, VIC, 3121
Postal Address (if different): PO Box 555 Richmond, VIC, 3121
Phone Number: (03) 9999 8888
Email Address: admin@smithandsons.example.com
Website: www.smithandsons.example.com
SECTION 2: BUSINESS CONTACTS
Primary Contact Name: John Smith
Position: Managing Director
Phone: (03) 9999 8888
Mobile: 0400 000 111
Email: john@smithandsons.example.com
Accounts Payable Contact Name: Jane Doe
Accounts Payable Email: accounts@smithandsons.example.com
SECTION 3: TRADE REFERENCES
Reference 1: Company Name: Builder Supplies Wholesale Contact Name: Mike Ross Phone Number: (03) 8888 7777
Reference 2: Company Name: timberCity Pty Ltd Contact Name: Sarah Connor Phone Number: (03) 7777 6666
SECTION 4: CREDIT REQUEST
Requested Credit Limit: $10,000.00
Preferred Payment Terms: [x] 30 Days
SECTION 5: DIRECTOR GUARANTEE
Director 1 Name: John Smith Signature: J. Smith Date: 15/10/2023
Director 2 Name: Mary Smith Signature: M. Smith Date: 15/10/2023
SECTION 6: AUTHORITY AND ACCEPTANCE
Name of Authorized Signatory: John Smith
Position: Managing Director
Signature: J. Smith
Date: 15/10/2023
Notes
Annotations:
- Entity Type: The applicant selected 'Company', meaning Section 5 (Director Guarantee) is mandatory to protect the supplier if the company defaults.
- ABN: The ABN is provided. In a real scenario, the supplier should verify this active status on the Australian Business Register (ABR).
- References: Two trade references are listed. The supplier should call these numbers to verify payment history (e.g., 'Do they pay on time?').
- Directors: Both John and Mary Smith have signed. This creates a joint and several liability, meaning the supplier can chase either director for the full debt.
About this Example
Part of the Credit Application Form document collection
Document Type
Credit Application Form
A document businesses use to assess the creditworthiness of potential customers before offering goods or services on account.