A handy collection of credit application form templates is available here on this page for you. Such forms are most commonly used by lenders, financial institutions like banks, or any other business establishments. You can simply select a suitable credit application form template of your choice, download it, edit its contents, and use it as per your requirements. Using these templates will enable you to create a credit application form with minimal effort and without wasting a lot of time.
FREE Credit Application Form Templates
Business Credit Application Form Template
File Size: 08 KB
Company’s Credit Application Form Template
File Size: 26 KB
Formal Credit Application Form Template
File Size: 14 KB
Incremental Credit Application Form Template
File Size: 54 KB
Blank Credit Account Application Form Sample
File Size: 28 KB
Credit Application Form Template in MS WORD
File Size: 27 KB
Lender’s Credit Application Form Template in EXCEL
File Size: 24 KB
Credit Application Form Sample DOC
File Size: 13 KB
Commercial Credit Application Form Example
File Size: 933 KB
Fillable Credit Application Form Word Template
File Size: 47 KB
Official Credit Application Form Template
File Size: 53 KB
Professional Credit Application Form Template
File Size: 45 KB
MNCs Credit Application Form Template
File Size: 34 KB
Personal Credit Application Form Format
File Size: 25 KB
Financial Institute’s Credit Application Form Template
File Size: 157 KB
What is a Credit Application Form?
To put it simply, a credit application form is a document that lenders or business establishments provide to their customers or consumers if they want to apply for credit. Availing of the facility of credit for personal or commercial purposes is quite common for a long time. Apart from the financial institutions or organizations explicitly involved in lending the money, many other businesses also offer credits to their customers so as to grow their business. It is also known as a loan application form.
All the businesses and such financial institutions involved in providing credit keep with them a credit application form. Whenever the customers (individuals or organizations) want to avail the facility of credit, they are required to submit this application via the credit application form. Depending upon the details and information provided in the credit application form, the lender decides whether or not to extend credit to the applicant. Thus, such a form can be considered a decisive factor in the approval or rejection of credit.
Credit Application Form Samples in WORD
Online Credit Application Form Sample
File Size: 30 KB
Environmental Tax Credit Application Form Sample
File Size: 23 KB
Sample Credit Application Form in MS WORD
File Size: 11 KB
Retailer Credit Application Form Template
File Size: 55 KB
Renter’s Tax Credit Application Form Sample
File Size: 58 KB
30-Day Credit Application Form Sample
File Size: 32 KB
Rental Credit Application Form Example
File Size: 18 KB
Business Account Credit Application Form Template in XLSX Format
File Size: 10 KB
Business Credit Application Form Sample DOC
File Size: 368 KB
Used Car Loan – Credit Application Form Sample
File Size: 42 KB
Customer’s Credit Application Form Sample
File Size: 28 KB
Standard Credit Application Form Example
File Size: 18 KB
Basic Business Credit Application Form Format
File Size: 37 KB
Sample Customer Credit Application Form
File Size: 228 KB
Non-Residential Credit Application Form Template
File Size: 17 KB
Common Types of Credit Application Forms
Here are some common types of credit application forms:
Credit Application Form by Business Establishment:
As mentioned earlier, a business may provide the facility of credit to its customers. For example, for a customer who purchased products worth more than a specific amount, say $1000, the business might offer them a credit facility. The customer can pay the amount within a specific period like 30 days or 45 days, depending upon the terms and conditions of the credit application. Many businesses offer such incentives to their customers so as to make purchasing easy for them and ultimately grow their business.
Credit Application Form by Lender or Financial Institution:
Financial institutions like banks and other private or commercial lenders are explicitly involved in giving credits both for personal and commercial businesses. So, such institutes or organizations must have their own credit application form template in place. Whenever a customer wants to apply for a credit or loan, they must be given a credit application form so that they can fill out their details. This is the official way to apply for a loan and these forms are also important for the purposes of record keeping.
Tax Credit Application Form:
Almost all businesses and individuals are required to get themselves registered with the relevant taxation authorities. There may be some instances when they get a tax credit. In order to claim any such tax credit, they should request the relevant taxation authorities to provide them with a tax credit application form. Then, the individual or organization is required to fill out that form and claim their tax credit.
Handy Credit Application Form Examples
Credit Facility Application Form Example
File Size: 477 KB
Confidential Credit Application Form Example
File Size: 41 KB
Sample Application for Credit Form
File Size: 23 KB
Simple Credit Application Form Example WORD
File Size: 13 KB
Joint Credit Application Form Template WORD
File Size: 147 KB
Sample Nursery Credit Application Form
File Size: 12 KB
Agricultural Credit Application Form Template
File Size: 01 MB
Secured Credit Card Application Form Example
File Size: 34 KB
Practical Credit Application Form Example
File Size: 59 KB
Quick Credit Application Form Template in MS WORD
File Size: 39 KB
Credit Application Form Sample for Applicant
File Size: 19 KB
Authorized Credit Application Form Example
File Size: 27 KB
Business Credit Application Form Template DOC
File Size: 21 KB
Verified Tax Credit Application Form Sample
File Size: 161 KB
Editable Customer Credit Application Form Example
File Size: 59 KB
Commercial Credit Application Form Format
File Size: 20 KB
Credit Application Form Template in MS EXCEL
File Size: 63 KB
How to Create a Credit Application Form? Basic Elements
If you are a representative of a financial institution, a lender, or any other type of business establishment, you must know how to create a credit application form template. Once a template is created, it can be used for an unlimited time unless the entity wants to change or modify it. Whether you create your own credit application form template or use any of the credit application form templates given here on this page, you must know about some basic elements of such a form. These elements are mentioned below:
Header
The header section of the credit application form must contain the name of the organization and its logo. The name must be written in bold letters and below the name, write the words “Credit Application Form”.
Details of the Applicant
Provide the space for some important details of the applicant. These details usually include:
- The full legal name of the applicant
- Residential address
- Contact details
- Email Address
- Driving license number
- Social Security Number
- Tax IDs and tax details
- Details of the income source of the applicant
- Employment or business details of the applicant, depending upon the situation
- Applicant’s bank information
- Financial references. For businesses, the references can be provided by their vendors or other creditors. For individuals, references can be provided by banks or credit accounts.
Details of the Credit
The details related to the credit must be clearly mentioned in your credit application form template. These details usually include:
- the total amount of credit in numbers and words
- interest rate
- duration or period of credit
Guarantors
A guarantor is a person who provides a guarantee for the applicant. The guarantor plays an important role for the lender to make its final decision regarding the application of credit. Therefore, your credit application form template must have a section for the details of the guarantors. The most common details related to the guarantors include:
- Full Name
- Residential Address
- Contact Details
- Social Security Number
- Relation to the Applicant
Signature
Provide reasonable space in your credit application form sample for the applicant to sign the document. The applicant must sign the form in his/her own name. If the applicant represents an organization, he/she can also affix the official stamp or the organization along with his/her own signatures.
More Credit Application Form Templates
Trade Account Credit Application Form Example
File Size: 20 KB
30-Days Credit Application Form DOC Template
File Size: 14 KB
Distributor’s Credit Application Form Template
File Size: 139 KB
Generic Credit Application Form Template
File Size: 36 KB
Transfer Credit Application Form Template WORD
File Size: 22 KB
Buyer Credit Application Form Sample
File Size: 92 KB
Corporate Credit Account Application Form Example
File Size: 124 KB
Entity’s 30-Day Credit Application Form Template
File Size: 22 KB
Free Printable Credit Application Form Template
File Size: 43 KB
Wholesale Credit Application Form Template
File Size: 12 KB
Credit Account Set-Up Application Form Template
File Size: 41 KB
Online Credit Application Form Template WORD
File Size: 176 KB
Verified Credit Facility Application Form Sample DOC
File Size: 52 KB
Pharmaceutical Company’s Credit Application Form Template
File Size: 27 KB
Trade Credit Application Form Template Printable
File Size: 63 KB
Example Credit Application Form in WORD
File Size: 32 KB
Certified Credit Application Form Template
File Size: 53 KB