New customer form template pdf

Here is a basic template for a new customer form that you can use as a starting point:

New Customer Form

Customer Information:

• Name: _____
• Address: _____
• City: _____
• State/Province: _____
• Zip/Postal Code: _____
• Country: _____

Contact Information:

• Email: _____
• Phone: _____
• Fax: _____
• Mobile: _____

Business Information:

• Business Name: _____
• Business Type: _____ (e.g. sole proprietorship, partnership, corporation, etc.)
• Business Address: _____
• Business City: _____
• Business State/Province: _____
• Business Zip/Postal Code: _____
• Business Country: _____

Account Information:

• Account Type: _____ (e.g. individual, business, etc.)
• Account Number: _____ (if applicable)
• Payment Terms: _____ (e.g. net 30, etc.)

Additional Information:

• How did you hear about us? _____
• Any special requests or instructions? _____
• Do you have any existing accounts with us? _____ (yes/no)
• If yes, please provide account number: _____

Authorization:

• I hereby authorize [Your Company Name] to open an account in my name and to charge my account for all goods and services provided. _____
• I understand that I am responsible for all charges and fees associated with my account. _____

Signature:

• Signature of Authorized Person: _____
• Date: _____

Additional Pages:

• Attachments: Please attach any additional documents required, such as proof of identity, business license, etc.

You can customize this template to fit your specific needs and requirements. It's also a good idea to have a lawyer review the form to ensure it complies with all applicable laws and regulations.

Remember to keep the form concise and easy to understand, and make sure to include all the necessary information to process the new customer's account.