Account Application Form Template

Type in your details

Download the template and enter your logo & business’ details.

Type in your details

Print out

Print out

Print it out

Print the form or email it to your customer to print.

Sign the document

Get your customer to sign

Arrange for the customer to sign their application form, online or by hand, and return it to you.

Sign the document

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No items found. WHY LEGAL ZEBRA

Make your Account Application Form look professional with our template

Put your new Customer Application Form in black & white instantly. It's simple, download our Account Application Form template and insert your own logo.

You can use this simple one-page form for:

- customers to provide the key business information you need to assess their credit application

- signing-up new customers, and requiring them to accept your terms & conditions (which you can attach).

It's all made simple with Legal Zebra. We take out the road-blocks from your business documents. So, you can on-board new customers quickly, get on with making money and avoid the hassle of paperwork.

Easy to use

Easy to Use

With Legal Zebra, there's no legal mumbo jumbo. it's all in black and white. The Account Application form is clear and simple, all on one page to make it easy for your customers to sign up.

Legally Binding

Legally Binding

Because we help you create a personalised, legally binding Form (when used together with terms and conditions), in most cases, you won't need to visit a lawyer. This saves time and money and gives you peace of mind.

Unlimited Edits

Unlimited Edits

Want to change something in the document? No problem. You can make as many changes as you need to get your Application Form right for your business. The Microsoft Word version is fully editable and you can insert your own logo.

Latest update

Latest Update (2022)

The template we use to generate your customised Legal Form is up to date and effective throughout Australia.

We've earned our stripes

Its Sunday! Yet I received everything I needed immediately and had a question answered by return email.

Documents have very easy to follow instructions, the whole service was delightful to use and cost effective.

Thank you. Full recommendation from me.

Wendy Carr

Legal Zebra was a great tool for exactly what I needed!

The will was very quick and easy, and when I had billing issues, they were resolved very quickly!

Customer service is flawless. Thanks Shanti!

Beth Davies

I highly recommend the Legal Zebra Will services. Affordable and Easy to deal with

Jose Vipinosa

Its Sunday! Yet I received everything I needed immediately and had a question answered by return email. Documents have very easy to follow instructions, the whole service was delightful to use and cost effective. Thank you. Full recommendation from me.

Wendy Carr

Who is Legal Zebra's Account Application designed for?

A form for checking a new customers' trading history

We want a form for our customers to fill in with their details. We will use these to check whether they are properly registered and have a good traiding record, before we deal with them. We also want to call some of their referees to check their trading history.

A form for signing customers up to your 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.

New customer account form template for a wholesale business

Our business needs a document for new customers to sign. We want something that's not going to overwhelm them. And, just captures the key details we need to make sure we are legally protected.

SPECIAL OFFER

Download our full Word & PDF Templates to make your Account Application now! $17

Checklist - What in the Account Application Form?

Legal Zebra's Australian Account Application Form Template covers these important provisions.
Applicant's details

Get the Applicant's name, Australian Business Number (ABN) or Australian Company Number, street address and email address.

Type 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. Are they kosher?

Sign the customer 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/insert your logo for a professional, customised Account Application Form that looks like it was designed specially for your business.

Completion tips for Application Form

Easy to follow tips and examples to help new customers to complete your Account Application Form with confidence.

SPECIAL OFFER

Try a Free Sample or download the complete Word & PDF Account Application files instantly for only $17.

Frequently Asked Questions

Why does your business need an Account Application Form?

An application form for a trading account with a business is used to qualify and sign up a potential new customer. The form contains the customer's details and will also usually include space for the customer to provide references about their credit history. Finally, it should include a spot for the customer to sign to say they accept any terms and conditions or trading agreements. 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 secure your right toget paid.

When to use a template for an Account Application Form?

Legal Zebra's Application Form - For A Trading Account can be used for most small and medium sized businesses who 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.

What if you need to adjust the form?

Legal Zebra's Application Form - For A Trading Account can be used for most small and medium sized businesses who 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.