Templates Business Operations Credit Reference Request Form Template

Credit Reference Request Form Template

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Applicant Name
The full name of the person being referred.
Reference Name
The full name of the person providing the reference.

Do you want to gather information about a person’s creditworthiness from their previous or current creditors? If so, then you need the Credit Reference Request Form Template from WPForms.

This form template is useful for lenders, landlords, and anyone else who evaluates an applicant’s creditworthiness and makes informed decisions regarding credit approvals, rental applications, or financial transactions.

What Goes Onto a Credit Reference Request Form Template?

On our form template, the user will first provide the applicant’s name and contact information, followed by the name and contact information of the person providing the reference.

The organization or institution of the person providing the reference is collected next, along with their position or title and their relationship to the applicant.

Then, the form user enters the credit account start date and finish date, the applicant’s credit limit, their outstanding balance, average monthly payments, and frequency of late payments.

Lastly, the form user can write any comments or remarks to include with their Credit Reference Request Form before clicking the submit button.

This comprehensive form template is ready for you to use on your website right away, or you can further customize the form to specifically suit your needs.

Perhaps your business would use the form to request credit references from your suppliers or vendors to ensure they are financially stable and reliable. Or, you might use this form to screen applicants before hiring them, double-checking their financial integrity and responsibility.

Get started with WPForms today to create and customize your own Credit Reference Request Form. Signing up with WPForms gives you access to this and hundreds of other pre-made templates.