Account Application Form Template

Create your new Customer Application Form instantly!

DIY

How it works

Type in your details

Customise it with your company's logo, etc.

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

1
Type in your details
Print out
2
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.

3
Sign the document
No items found.
No items found.
DOWNLOAD FREE SAMPLE
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.

CUSTOMER REVIEWS

We've earned our stripes

So glad I found Legal Zebra. I found the exact template I needed for our business, and also a few others I didn't know I needed. Great website, easy to navigate. In a few minutes I had a straight forward, easy to understand and apply legally binding document ready to go. Thank you Shanti and the team at Legal Zebra

Marisa Lo Certo

Excellent service

Water Installations

Excellent service, very prompt & cost effective

Greg Royall

This is a great platform, extremely affordable and a simple process. The service could not be more efficient. Thank you Shanti!

Alana Luck

LEARN

Who is Legal Zebra's Account Application designed for?

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.

Get Started →

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.

Get Started →

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.

Get Started →

SPECIAL OFFER

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

CHECKLIST

Checklist - What in the Account Application Form?

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

Applicant's details
Plus sign

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

Type of business
Plus sign

Get your customer to tell you whether it trades as a Company, Partnership or Sole Trader.

Trading References
Plus sign

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
Plus sign

Get your customer to sign the Account Application Form to confirm they accept your attached Terms & Conditions.

Insert your logo
Plus sign

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
Plus sign

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.

LEARN

Frequently Asked Questions

Why does your business need an Account Application Form?
plus sign

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?
plus sign

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?
plus sign

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.

SPECIAL OFFER

Qualify and sign-up potential new customers with a simple Account Application Form.

PRICING

Amazing Value

Self Service

$17
only
Tick

Create your own document instantly.

Email or phone support.

Interactive PDF & Word Template.

Download $17
Create your own legal documents and save on legal fees

Lawyer Verified

$497
only

Create your own document instantly.

Legal advice by email or phone.

Interactive PDF & Word Template.

Checked by a Lawyer before signing.

Contact Us
Great value, combines tech with the personal touch

Legal Service

$747
minimum

Lawyer prepares a customised document for you.

Legal advice by email, phone or video.

Interactive PDF & Word Template.

Checked by a Lawyer before and after signing.

Special clauses.

Contact Us
Best for peace of mind and high value matters

WE'VE WORKED WITH

Client logos
GET HELP

Combine your Account Application Form with a full suite of customer documents, drafted by a lawyer

This Account Application Form Template is very easy to fill-in and understand. Therefore, generally, you can put your document in black & white without the help of a lawyer. However, pick up the phone if you want help. I'm approachable. 🤝

I offer professional services, where you need assistance. For example, I can help you:

  • set up a process for your customers to sign-up online
  • create Terms and Conditions to go with the Account Application form
  • register a security interest on the Personal Property Securities Register (PPSR)
  • and, of course, with any curly legal issues.

I have many years of experience advising on these sorts of matters and crafting customer agreements for clients.

Mr Shanti Rubens B.Com LLB

Lawyer, Legal Zebra
60 Days Guarantee

60 Day Money Back Guarantee

We expect you'll be happy with Legal Zebra's Account Application Form. It's easy to use (clear and concise, without any legal mumbo jumbo) and suits most Australian businesses.

However, if the Template is not right for you then simply email me to claim a 100% money back refund at any time within 60 days of the date of your purchase.

RELATED

Related Templates

When you develop an Account Application Form for your business, it's a good time to consider these other related documents for customer agreements: