Credit References Template

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					This Credit References Template is a blank form template that can be sent to
individuals, and companies that have done business with the potential trade partner in
the past. The purpose of this form is to get further information regarding the potential
trade partner's credit and payment history. This document in its draft form contains
numerous of the standard clauses commonly used in these types of agreements, as
well as an opportunity to add additional language to allow for customization of the form
to ensure the specific needs of the user are addressed. This Credit References
Template document is useful for businesses that need to request credit references for
potential trade partners.
                                      TRADE REFERENCE REQUEST FORM

Customer Name: ______________________________________________________

Address: _____________________________________________________________

Name and Address of Company/Trade Creditor Providing Reference:

_____________________________________________________________________

______________________________________________________________________

Name of Person (completing this form):

______________________________________________________________________

Title: _________________________ Phone:___________________________________

Fax: _________________________ Email: ___________________________________

Length of relationship with customer: ___________________

Estimated monthly turnover with customer: ______________

Terms of Credit: ____________________________________

High Credit: ___________ Highest Credit Within Last 12 Months: ___________

Date of Last Sale: __________________________

Current Outstanding Balance: _________________

Balance Past Due: __________________________

PROMPTNESS OF PAYMENT (estimated percentage of invoices paid on time)
Always on time (100%): ........................................... [ ]    Nearly always on time (more than 90%): .................... [ ]
Often on time (50%–90%) ....................................... [ ]       Not often on time (less than 50%) ............................... [ ]


LATE PAYMENTS
Never pays late ......................... [ ]    Less than 30 days: ....................... [ ]    30 to 60 days: ............................. [ ]
More than 60 days .................... [ ]       Customer has bad debts ............... [ ]




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How would you describe this company as a customer?
Bad: .......................... [ ]   Fair: ............................ [ ]   Good: ......................... [ ]   Excellent: ................... [ ]
Additional Comments:
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
___________________________________________



______________________________________

(signature of person completing this form)

Date: _________________________________




© Copyright 2012 Docstoc Inc.                                                                                             3

				
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Description: This Credit References Template is a blank form template that can be sent to individuals, and companies that have done business with the potential trade partner in the past.  The purpose of this form is to get further information regarding the potential trade partner's credit and payment history.  This document in its draft form contains numerous of the standard clauses commonly used in these types of agreements, as well as an opportunity to add additional language to allow for customization of the form to ensure the specific needs of the user are addressed.  This Credit References Template document is useful for businesses that need to request credit references for potential trade partners.