Credit Reference Request – Fill Out and Use This PDF

Updated: Nov 10, 2026

A Credit Reference Request form is a document used by businesses to obtain information about a company's creditworthiness from another company. It usually includes details about sales activity, payment history, and overall credit rating, ensuring the requesting entity has sufficient data to make informed decisions. To streamline your financial assessments and foster trust in business transactions, consider filling out the form by clicking the button below.

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Credit Reference Request PDF Details

A credit reference request form is a standard business document used to verify the creditworthiness of a company before extending credit or establishing new vendor relationships. Suppliers, lenders, and service providers commonly ask for credit references when evaluating new business accounts.

The form typically collects the following details from the reference company:

Payment history - whether the company pays invoices on time

Credit limits - the maximum credit amount previously extended

Outstanding balances - current account status and amounts owed

Length of the business relationship - how long the business credit has been active

Overall credit rating - the reference's general assessment of credit reliability

Two types of credit references are commonly used in business: trade references and bank references. Trade references are provided by companies that have extended business credit to the applicant, while bank references come from financial institutions. Trade references are the most commonly requested type because they directly reflect how a company manages its supplier credit relationships and payment obligations.

Once completed and returned, the credit reference helps the requesting business decide whether to approve a credit application, set appropriate credit limits, or establish new payment terms.

Question	Answer
Form Name	Credit Reference Request
Form Length	1 pages
Fillable?	No
Fillable fields	0
Avg. time to fill out	15 sec
Other names	credit reference check form, credit reference request form template, credit reference questions template, credit reference request form

How to Fill Out Credit Reference Request

Credit Reference Request at a glance

What it is: iGoLogic, Inc. is in the process of updating its credit file on the referenced company.

Where and when to file: Please fax it to 510-252-9399, Attn: Credit Department.

A filled-in Credit Reference Request example: a supplier answers a 2nd Request

Credit Reference Request example filled out, example: a supplier answers a 2nd Request — A supplier fills out iGoLogic's credit reference request for a customer. The supplier answers a 2nd Request and reports no NSF activity, so how many times stays empty. It rates the customer Good, with Prompt payment history. The picture shows the filled request, and none of its entries is real.

How to fill out Credit Reference Request, box by box

1st Request, 2nd Request, 3rd Request and Request Date

Mark Urgent, Order Pending, 1st Request, 2nd Request or 3rd Request, and enter the Request Date.

To, Re, Co and Acct#

Fill in To, Re, Co and Acct#, with an Address, Tel and Fax for each.

Sales Activity, Terms, Credit Limit and Balances

Enter Sales Activity Since, Terms of Sales, Date of Last Sale, Credit Limit, Highest Balance and Open Balance.

NSF Activity and how many times

Mark Yes or No for NSF Activity. If Yes, enter how many times.

Over All Rating, Payment History and Average days to pay

Mark Good, Fair or Poor for Over All Rating, and Prompt or Slow for Payment History. Enter the Average days to pay.

Comments and Products Customer are purchasing

Write any comments on your experience with this customer that would be helpful in determining the terms of credit to extend to applicant, and the Products Customer are purchasing.

Reference given by: Signature, Position / Title, Print Name and Date Completed

Under Reference given by, sign on the Signature line, then enter Position / Title, Print Name and Date Completed.

Common questions about Credit Reference Request

Where do I file it?

Please fax it to 510-252-9399, Attn: Credit Department.

Sources

[1] Credit Reference Request, iGoLogic, Inc. (no issuer file published) (the Official source link on this page).