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 [field document], 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...
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.
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.
Easy to follow tips and examples to help new customers to complete your Account Application Form with confidence.