Free Form Templates →Financial & Accounting Forms → Credit Applications

Credit Application Form Templates

Credit application forms are essential tools for businesses that offer financing options, payment plans, or credit accounts to customers. Whether you're running a retail store, B2B operation, rental service, or financial institution, collecting accurate financial information is the foundation of responsible lending.

Paperform's credit application templates make it easy to gather everything you need—from employment history and income verification to references and bank details—all in one secure, professional form. Our templates are designed to streamline your approval process while maintaining compliance and protecting sensitive data.

Who Uses Credit Application Forms?

These templates are perfect for retailers offering store credit, equipment rental companies, wholesale suppliers, auto dealerships, property managers, and any business extending credit terms to customers. Financial advisors and lending institutions also use these forms to standardize their application process.

Features That Matter

With Paperform, you can accept eSignatures through Papersign to make applications legally binding, collect supporting documents directly within the form, and set up conditional logic to show relevant questions based on applicant responses. Integrate with your CRM or accounting software to automatically route applications for review, and use our payment features to collect application fees upfront.

Our templates are fully customizable, mobile-responsive, and designed with security in mind—ensuring that sensitive financial information is collected and stored safely. Start processing credit applications more efficiently today.