Charge Account Form PDF Details

Navigating the application process for an open charge account, whether as an individual or a business, involves a comprehensive documentation and verification procedure as reflected in the Charge Account form. This document serves as a request for credit, requiring applicants to furnish personal or business identification details such as Social Security Numbers for individuals and federal EIN numbers for businesses, accompanied by requests for credit references. The form outlines a structured format capturing essential information including contact details, desired credit limit, bank account information, and the specifics of credit references to facilitate the processing of the application. Additionally, it prompts the applicant to acknowledge their payment practices, need for purchase orders, and tax payment status, while also mandating the submission of a signed exempt sales tax certificate if applicable. The commitment to adhere to the payment schedule, along with the completion and signing of the form, indicates the applicant's consent to the terms of the credit agreement, while the final section of the form is reserved for internal use by the issuing authority to record the processing outcome, including credit reference checks, approval status, assigned credit limit, and account details. This document not only serves as a formal request for credit but also outlines the mutual expectations and responsibilities between the applicant and the credit issuer, ensuring clarity and accountability in the establishment of an open charge account.

QuestionAnswer
Form NameCharge Account Form
Form Length1 pages
Fillable?No
Fillable fields0
Avg. time to fill out15 sec
Other namescharge account form sample, application charge account form, charge account form online, business charge account application forms

Form Preview Example

APPLICATION FOR OPEN CHARGE ACCOUNT

INDIVIDUAL (If you are an individual applying for credit, you must provide your

Social Security Number. You do not need to provide credit references.)

BUSINESS (If you are a business applying for credit, you must provide your federal

EIN number and 3 good credit references.)

(308) 632-2911 Fax (308) 632-5634

NAME: ___________________________________ BUSINESS NAME: ____________________________________________

BUSINESS PHONE: (

) _________________ CELL: (

) _________________ HOME: (

) ________________________

FAX: (

) ______________________EMAIL: _______________________________________________________________

COMPLETE ADDRESS: __________________________________________________________________________________

____________________________________________________________________________________________________

CREDIT LIMIT DESIRED: $ ______________________

BANK ACCT WITH: _____________________________________ S S #/EIN # _______________________________

CREDIT REFERENCES (OTHER CHARGE ACCOUNTS) (We MUST have name, address, phone, fax, & zip code in order to process)

1) Name: ______________________________________________Telephone: ( ) _________________ Fax: ( ) ____________________

Address: ________________________________________________________________________________________________________________

2) Name: ______________________________________________Telephone: ( ) _________________Fax: ( ) _____________________

Address: ________________________________________________________________________________________________________________

3) Name: ______________________________________________Telephone: ( ) _________________Fax: ( ) _____________________

Address: ________________________________________________________________________________________________________________

Do you pay from invoices? Yes______ No ______

Do you require purchase orders? Yes ______ No _____

Do you pay Sales Tax? Yes ______ No _____

Note: Please return a signed exempt sales tax certificate if exempt.

We hereby represent that the foregoing statement is in all respects true, and that the same shows all our debts and liabilities, and that said statement is made for the purpose of inducing Floyd’s Truck Center, Inc. to grant us an open charge account. WE AGREE TO PAY OUR OPEN ACCOUNT ON THE TENTH OF THE MONTH FOLLOWING PURCHASES.

Company Name: _____________________________________________ Date: _______________________________

Signed: _________________________________________ Print: ___________________________________________

FOR OFFICE USE ONELY:

________ Credit References Contacted ____________ Approved ___________Disapproved

Limit: $ ______________ Letter of Approval Sent _______________ Yes ____________No

Account # _____________ Tax Exempt Certificate Received: ___________ Yes ________No

Date Account Opened: ____________________________

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charge account forms completion process explained (portion 1)

2. Given that this part is completed, it is time to include the essential specifics in CREDIT REFERENCES OTHER CHARGE, Name Telephone Fax, Address, Name Telephone Fax, Address, Name Telephone Fax, Address, Do you pay from invoices Yes No, Do you require purchase orders Yes, Do you pay Sales Tax Yes No, Note Please return a signed exempt, We hereby represent that the, Floyds Truck Center Inc to grant, Company Name Date, and Signed Print so that you can move on to the third stage.

charge account forms writing process detailed (stage 2)

In terms of We hereby represent that the and Do you require purchase orders Yes, ensure that you double-check them in this section. Both these could be the most important ones in the PDF.

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