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Apply[Your Company Name]
[Your Address]
[City, State, ZIP]
[Phone] | [Email]
Date: [Date]
To: [Reference Company Name]
[Reference Company Address]
[City, State, ZIP]
Attn: [Reference Contact Name/Department]
Subject: Credit Reference Request for [Customer/Applicant Name]
We are evaluating a credit request from [Customer/Applicant Name] (the “Applicant”). The Applicant has listed your company as a trade reference. If permitted by your policies, please provide the credit information requested below.
The Applicant has authorized us to contact trade references for credit evaluation purposes.
☐ Authorization attached ☐ Authorization on file dated [Date] ☐ Please advise if you require a separate authorization form.
Please provide information to the best of your knowledge:
3.1 How long have you done business with the Applicant? [Answer]
3.2 What are the Applicant’s current credit terms with you? ☐ COD ☐ Net 15 ☐ Net 30 ☐ Net 60 ☐ Other: [**]
3.3 Typical monthly purchase volume: ☐ <$1,000 ☐ $1,000–$5,000 ☐ $5,000–$25,000 ☐ $25,000+
3.4 Average outstanding balance: $[] (or range: [])
3.5 Payment performance: ☐ Always on time ☐ Usually on time ☐ Occasionally late ☐ Frequently late
3.6 Any NSF/returned payments? ☐ No ☐ Yes (details): [**]
3.7 Current status: ☐ Good standing ☐ Past due ☐ On hold ☐ Other: [**]
3.8 Your recommended credit limit (if any): $[**]
3.9 Would you extend credit to the Applicant again? ☐ Yes ☐ No ☐ Not sure
Please return this completed request by [Due Date] via:
☐ Email: [Email] ☐ Fax: [Fax] ☐ Mail: [Address] ☐ Other: [Method]
Information provided will be used solely for credit evaluation and account management, subject to applicable law and our internal policies.
Requested by: [Name]
Title/Role: [Title]
Company: [Your Company Name]
Date: [Date]
Signature: ___________________________
Completed by (Reference): [Name]
Title/Role: [Title]
Company: [Reference Company Name]
Date: [Date]
Signature: ___________________________
Each template already follows legal structure and best practices.
The agreement is automatically filled and adapted to your inputs.
Check the generated document, make edits if needed, and download a ready-to-use agreement.
Click below for detailed info on the template.
For quick answers, scroll below to see the FAQ.
Frequently asked
A Credit Reference Request is a letter or form used to ask another business (a “reference”) for information about a customer’s payment history and creditworthiness. Suppliers often use it when evaluating a new credit application or reviewing an existing account.
Common requests include: how long the customer has been a client, typical credit terms, average outstanding balance, payment timeliness, credit limit, any past-due issues, and whether the reference would extend credit again.
Often yes, especially if you are requesting non-public information. Many credit applications include an authorization clause. This template includes a place to reference the customer’s signed authorization or attach it.
Many businesses send it by email, fax, or letter. Include clear contact information and a simple checkbox format so the reference can respond quickly.
That’s common. Some companies only confirm basic facts (like whether the customer is in good standing). You can still use the response as part of your overall credit decision.
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