Create Your New Customer Form Instantly
ACCOUNT APPLICATION FORM TEMPLATE
Mr Shanti Rubens, Barrister & Solicitor
Yes, you can prepare your own Account Application Form without a lawyer. You can do it online. It's easy, instant and affordable. Let's get started now....
Guy Taylor, Director Tourism Tasmania
"The gold standard in simple, secure, legal documentation."
YOUR ACCOUNT APPLICATION FORM IN BLACK & WHITE
With our downloadable Account Application Form, you can get your new customer application form in black & white instantly.
The Legal Zebra Template guides you through the process, so you can confidently secure your new customers with a formal, yet easy to follow, form.
You'll avoid "legal overwhelm" and lawyer's fees and you'll sure-up the relationship with your customers with a binding Application Form that requires them to accept your Terms & Conditions.
Legal Zebra is an easy to use and friendly service that provides straight forward information for legal documents.
The samples they provide really give you an indication of the quality of information being provided.
The purchase process was simple and quick and is emailed immediately.
I contacted Shanti for some additional help and he was very friendly and helpful.
I would definitely be recommending this service to my friends and family and using this website again in the near future.
WHY YOU NEED A ACCOUNT APPLICATION FORM
If you are taking on a new customer and giving credit, you should ask them to sign an Account Application Form. It will help you to confirm and check the customer's details and trading references.
You can also use an Account Application Form to get your new customers to accept your terms and conditions of trade, so you get the contract in writing and get paid.
WHEN TO USE THIS ACCOUNT APPLICATION FORM
This Application Form - For A Trading Account can be used for most small and medium sized businesses that offer credit.
You can use Legal Zebra's downloadable Template to put a basic legally binding Account Application Form in place, instantly.
The Legal Zebra Template is up to date and suitable for use in all States and Territories of Australia including NSW, VIC, ACT, WA, SA, NT, Tasmania and Queensland. Many people outside Australia also use this document because it's so easy to use.
If your customer arrangements are complicated, or a transaction has substantial value, you should seek personalised advice from a lawyer and accountant.
Here are some examples of when to use our Account Application Form Template...
Example: Checking a new customer's trading history
We want to check that a new customer is properly registered before we deal with them. We also want to call some of their referees to check the trading history.
Example: Signing a customer up to terms & conditions
We want a one page account application form for our customers to sign saying they will accept our attached terms and conditions of trade.
WHAT'S COVERED IN THIS ACCOUNT APPLICATION FORM TEMPLATE
Legal Zebra's Australian Account Application Form Template includes these important provisions...
APPLICANT'S DETAILS
Get the Applicant's name, Australian Business Number (ABN) or Australian Company Number, street address and email address.
TYEP OF BUSINESS
Get your customer to tell you whether it trades as a Company, Partnership or Sole Trader.
TRADING REFERENCES
Ask your new customer for up to 3 trading references so you can check their credit history.
SIGN-UP TO YOUR TRADING TERMS
Get your customer to sign the Account Application Form to confirm they accept your attached Terms & Conditions.
INSERT YOUR LOGO
Easily upload your logo for a professional, customised Account Application Form that looks like it was designed specially for your business.
TIPS
Easy to follow tips and examples to help new customers to complete your Account Application Form with confidence.
CREATE YOUR ACCOUNT APPLICATION FORM NOW
Make Unlimited Changes
Legally Binding
Interactive PDF Template
Word Document
60 Day Guarantee
For a limited time only $37 $17
HOW THIS ACCOUNT APPLICATION FORM TEMPLATE WORKS
Complete your Account Application Form in three easy steps.
TYPE YOUR DETAILS IN THE DOCUMENT
After you download the template, simply enter the details.
FOLLOW THE TIPS IN THE RIGHT PANEL
The easy to follow guides in the right panel of the legal template tell you how to fill it in. These do not appear in the print out.
SIGN-OFF AND YOU’RE DONE!
Sign and date the document to create a legally binding Account Application Form. Signing instructions are included in the document.
Works on Windows
Works on Mac
Interactive PDF
Word Document
A revelation! The gold standard in simple, secure, legal documentation. So pleased I will never have to go back to exorbitant fees and haughty service.
HELPFUL LAWYER ON HAND
![Your Helpful Lawyer, Shanti Rubens [Image]](http://www.legalzebra.com.au/wp-content/uploads/2016/10/Shanti-Rubens-Online-Lawyer2.jpg)
Mr Shanti Rubens, B Com LLB
Australian barrister & solicitor with over 20 years experience
I‘ve made this Account Application Form Template easy to fill-in and understand. It’s designed so you can get your new customers signed up instantly.
You can contact me if you have questions or would like professional assistance customising the basic Account Application Form Template to suit your requirements.
CUSTOMER REVIEWS
YOUR HELPFUL LAWYER HAS WORKED WITH
Submit your review | |
This form is so easy. I like how it covers the key things you need to get from a customer without all the other fuss that could turn off potential new accounts. Thanks.
Thanks Ian. I am so happy to hear that. I hope this application form gets you lots of new customers.
I took the plunge and bought this document without seeing it first and it is exactly what I was looking for. I don’t like overly time consuming account account forms and this one was perfect. Shanti even did some customisation for me at no extra cost and it was fast.
Great template - I have uploaded your new customer template and found it very good.i wasn't able to insert our logo or mske any changes.that would have been very useful
Note: We have updated the PDF Form so you can include your logo. We now also provide a Word document so you can insert you logo easily.
it was good. thanks
Thanks, I"m glad the Account Application Form worked for you.
Legal Zebra Application for Trading Account is simple to use and easy to understand, Thank you !
Thanks Sue, I'm glad you found the Account Application Form Template helpful.
I found the Account Application Form very easy to use and makes a great adaptable template for whatever purpose you apply it to. Highly Recommend!
A simple and effective application form, with all the hard work done for you. Thanks Shanti!
DOWNLOAD YOUR ACCOUNT APPLICATION FORM
Make Unlimited Changes
Legally Binding
Interactive PDF Template
Word Document
60 Day Guarantee
For a limited time only $37 $17
60 DAY MONEY BACK GUARANTEE
I am confident you will absolutely love your Account Application Form Template.
However, if the Template is not right for you then simply email me to claim a 100% money back refund at any time within 60 days of the date of your purchase.
RELATED DOCUMENTS
You will also love these documents