It is a form used to find credit information of a client. This is normally found in the credit department of a business and can be used to check if the client is credit worthy. Below is an example of such a form: PERSONAL INFORMATION NAMES Surname Middle name First Name ——————— ————— ————– Gender: Male Female Date of Birth Date ————- Month ———– Year ——— Marital status Single Married PERSONAL CONTACTS Address —————————————————————-
——————- ———————————————————————————– Telephone Home
Office Mobile ———————— ————————
——————— Email address ————————————————— COMPANY DETAILS Name
—————————— Type: ——————————- Contacts: ———————————– CREDIT DETAILS State the period you have been selling to this company? ———————————————————— What are the agreed terms of sales? ———————————————————— State the date of their last purchase? ———————————————————– What is the highest credit they have had? ———————————————————— Do they have any balances? ———————————————————- BANK DETAILS Account no. ————————- Branch ————————- Code ——————– —————————— ————————– Authorized Signature Date ……………………………………………………………..
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