Trade Reference Form

The Trade Reference Form is part of credit loan application process.

How to compile a Trade Reference Form?

A Trade Reference Form, such as this one, is commonly referred to in a Credit Reference Request Letter, that is send to business relations of the company or management. It provides a request and guidelines on how to provide a trade reference, that the company can use to get a loan from a bank or investor. 

Sample guide for Trade Reference Form:

We are not only providing you tips, but also a real life used sample form that you can use after certain edits, including relevant questions that will provide important information to the organization that is providing the credit. This information is a big help for your details to input on the form.

• Referee Personal Details;
• Reference Information;
• How long has this customer had an account with your company?
• What is the customer’s average monthly turnover with you?
• What are their current credit terms?
• First is the length of relations: how long you had financial relations with the company;
• Next is the payment history: whether you pay on time if you're behind payments or late payments during the past 12 months;
• How to follow up, where to return the information to;
• Signature(s).

This sample Trade Reference Form can be personalized and downloaded directly. It might require some changes as per your requirements, for example by adding a letterhead of the company, more specific criteria and specific contact details. Make some changes to the document available in Microsoft Word format. If you like this form, please give us a big thumbs up. Your valuable feedback matters a lot to us. Head towards our website for some useful content.