About this template
A Trade Reference Form is an essential document used by businesses, suppliers, and financial institutions to assess the creditworthiness of a new client or applicant. When businesses apply for credit terms, commercial loans, or vendor accounts, they are often required to provide established trade references and banking details to prove their financial reliability and payment history.
This Google Form template streamlines the entire verification process by collecting key corporate details, tax identification numbers, banking references, and prior supplier relationships in one organized place. Instead of dealing with messy PDFs, phone tag, or endless email chains, creditors can send a single standardized link that clients complete in minutes.
Powered by Doc2Form, this template allows you to instantly deploy a professional credit vetting form directly to your Google Drive. Review responses neatly in a connected spreadsheet, share data securely with your underwriting or finance team, and accelerate credit approval decisions without manual data entry.
Key features
- Collect company background, tax IDs, and incorporation details effortlessly.
- Gather direct banking references and supplier contact history in one submission.
- Standardize credit application data directly into a Google Sheets spreadsheet.
- Eliminate paper forms and manual data entry errors.
- Fully customizable questions to match your exact credit policy requirements.
Use cases
Suppliers evaluating new wholesale clients applying for net-30 or net…
Suppliers evaluating new wholesale clients applying for net-30 or net-60 payment terms.
Commercial lenders screening businesses applying for commercial credi…
Commercial lenders screening businesses applying for commercial credit lines.
B2B service providers verifying the financial standing of enterprise …
B2B service providers verifying the financial standing of enterprise buyers.
Landlords reviewing corporate lease applicants and commercial tenants.
What this form collects
- Company Legal Name (Short answer)Enter the full registered business name of your company.
- Business Address (Paragraph)Provide your corporate headquarters or primary operating address.
- Primary Phone Number (Short answer)Enter your main office phone number including area code.
- Products or Services Offered (Paragraph)Briefly describe your core products, services, or industry niche.
- Year of Incorporation (Short answer)Enter the 4-digit year your business was legally established.
- State of Incorporation (Short answer)Enter the US state or country where your business is registered.
- Federal Tax ID (EIN) (Short answer)Enter your 9-digit Employer Identification Number.
- Dun & Bradstreet (DUNS) Number (Short answer)Enter your 9-digit DUNS number if applicable.
- Tax Exemption ID (Short answer)Enter your tax exemption certificate number, if applicable.
- Tax Exemption Document (Paragraph)Please paste a link to your tax exemption certificate (Google Drive, Dropbox, etc.) or describe the document you wish to attach.
- Primary Contact Full Name (Short answer)Enter the name of the person completing this form or handling credit inquiries.
- Contact Position / Title (Short answer)E.g., Chief Financial Officer, Controller, Accounts Receivable Manager.
- Contact Email Address (Short answer)Provide a direct email address for follow-up questions.
- Primary Bank Name (Short answer)Enter the name of your primary business financial institution.
- Bank Branch Address (Paragraph)Provide the address of your primary bank branch.
- Trade Reference 1: Company Name & Contact (Paragraph)Provide the business name, contact person, phone number, and email for your primary trade supplier.
- Trade Reference 2: Company Name & Contact (Paragraph)Provide details for a secondary trade supplier.
FAQ
What is a trade reference form used for?
A trade reference form is used by suppliers and lenders to check a business's credit history and payment track record with previous vendors before extending credit terms.
How does Doc2Form help me use this template?
Doc2Form instantly converts this template into a fully editable Google Form and connected Google Sheet, letting you start collecting responses in seconds.
Can I customize the questions on this form?
Yes! Once the template is in your Google Forms account, you can add, remove, or edit any questions to match your organization's specific onboarding criteria.
Where are the submitted trade references stored?
All responses are automatically saved in your secure Google Drive account and organized neatly within a linked Google Sheets spreadsheet.
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.