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Credit Reference

Free Printable Credit Reference FormFree Printable Credit Reference Form

This review list is offered to educate you about the document and to aid you in preparing it. Keeping a file of strong credit references is a good idea at all times. It is particularly critical in commercial contexts. The perfect time to make one of these queries is when a vendor or supplier expresses an interest in doing business with you. Then request it.

 

Maintain a file of credit references for future reference. Follow-up with a phone call, not a letter. Bear in mind that you are not dunning them. You are “inquiring” about them. As a firm, you should conduct this procedure in a systematic fashion at least once a year. After reviewing the reports, you’ll know who to contact.

Credit Reference

Date:

Dear ________________:

As we discussed on the phone today, please send a credit reference to: ___________________ and a copy to us.

For your reference:

Name on our account with you:
Our account number is

Please contact let me know if you have any questions or need any additional information.

Thank you for your prompt attention to this request.

Best regards,
_____________
Signer

Credit Reference
Review List

This review list is provided to inform you about the document in question and assist you in its preparation. Keeping a collection of good credit references is always a good idea. It is especially important in business situations. The best way to initiate one of these requests is when a vendor or supplier “wants” something from you. Then ask for it.

Keep a file of credit references for use when required. Follow-up by phone, not letter. Remember you are not dunning them. You are “asking” them. As a business, you should do this in an orderly manner at least once a year. When you review the reports, you will know whom to use.

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