About this template
Streamline your commercial credit vetting and trade account onboarding with this comprehensive ABI Account Application Google Form template. Designed for B2B suppliers, wholesalers, and manufacturers, this form captures vital financial background, corporate structures, trade references, and guarantor details required to assess creditworthiness safely and efficiently.
Collecting complete information from prospective corporate clients is crucial for managing financial risk. This template eliminates back-and-forth emails by systematically gathering corporate identifiers such as ABN and ACN, legal entity types (sole trader, partnership, or trust), banking references, requested credit limits, and legally binding guarantor acknowledgments.
With Doc2Form, you can instantly turn this structured layout into a live Google Form, ready to embed on your website or share securely with prospective clients. Standardize your financial intake workflow, reduce credit review times, and make well-informed credit decisions with zero manual formatting.
Key features
- Collect complete corporate entity and trade reference data in one step
- Standardize credit limit requests and banking information collection
- Include dedicated sections for director and guarantor details
- Easily embed or share via link with prospective commercial clients
- Built natively on Google Forms for seamless spreadsheet tracking
Use cases
B2B wholesale suppliers evaluating new commercial buyer credit terms
Manufacturing companies onboarding new distributors and vendors
Commercial service providers establishing recurring net-30 billing ac…
Commercial service providers establishing recurring net-30 billing accounts
Distributors screening new retail partners for creditworthiness
What this form collects
- Full Trading Name (Short answer)Enter the registered legal name or business trading name.
- Australian Business Number (ABN) (Short answer)Enter your 11-digit ABN.
- Company ACN (Short answer)Enter your 9-digit Australian Company Number, if applicable.
- Business Entity Structure (Dropdown)Select the legal structure of your business.
- Years Trading (Short answer)How many years has the business been operating under current management?
- Mailing Address (Paragraph)Enter your primary postal address for invoicing and notices.
- Delivery Address (Paragraph)Enter your primary warehouse or goods delivery location.
- Account Contact Name (Short answer)Primary contact person for billing and accounts payable.
- Phone Number (Short answer)Include area code.
- Email Address (Short answer)Primary email address for invoice delivery and statements.
- Credit Limit Required ($) (Short answer)State the monthly credit limit you are requesting.
- Bank Name (Short answer)Name of your primary business banking institution.
- BSB and Account Number (Short answer)Provide your bank branch BSB and account number for verification.
- Trade Reference 1 (Paragraph)Company Name, ABN, and Telephone Number.
- Trade Reference 2 (Paragraph)Company Name, ABN, and Telephone Number.
- Trade Reference 3 (Paragraph)Company Name, ABN, and Telephone Number.
- Director / Owner Name (1) (Short answer)Full legal name of primary director or owner.
- Director / Owner Address & Phone (1) (Paragraph)Residential address and contact number for Director 1.
- Director / Owner Name (2) (Short answer)Full legal name of secondary director or owner (if applicable).
- Director / Owner Address & Phone (2) (Paragraph)Residential address and contact number for Director 2.
- Guarantor Name(s) (Short answer)Full name of person(s) providing personal guarantee for the credit account.
- Authorised Officer / Customer Name (Short answer)Name of the officer submitting this application on behalf of the company.
- Signature Acknowledgment (Paragraph)Please paste a link to your signed application document (Google Drive, Dropbox, etc.) or type your full legal name as an electronic signature.
- Submission Date (Date)Select today's date.
FAQ
How does Doc2Form convert this into a Google Form?
Doc2Form instantly translates structured template specifications directly into your Google Drive as a fully editable Google Form with a single click.
Can I customize the questions and add my own credit terms?
Yes! Once the template is generated in your Google account, you have full control to edit, add, or remove any questions, sections, or terms and conditions.
Is this form suitable for B2B trade credit applications?
Absolutely. It includes industry-standard fields for company registration numbers, trade references, bank details, and guarantor authorizations tailored for commercial accounts.
Where do the submitted credit applications go?
All applicant responses are automatically organized into a linked Google Sheets spreadsheet for effortless review by your finance and credit management team.
Get this form in your Google Drive
Save a copy to your Google Drive with one click (uses 1 credit). Or build from a PDF or description in the app.