Customer reference sheet 2026

1. Click ‘Get Form’ to open the customer reference sheet in the editor.
2. Begin by entering your Company Name, Phone, and DUNS # (if applicable) in the designated fields. Ensure accuracy for seamless processing.
3. Fill in your Billing Address, including City, State, and Zip Code. If applicable, indicate whether you are a Sole Proprietor, Partnership, or Corporation.
4. Provide the required Social Security Number and Sales Tax Exemption Number if necessary. Enter the Owners' and/or Principals' Name and Title along with the Accounts Payable Manager's details.
5. In the References section, include fax numbers to expedite your application. Fill out details for Bank Official's Name, Phone Number, Account Type, and Account Number.
6. List Trade References with their names, addresses, phone numbers, and contact persons. Repeat this for multiple references as needed.
7. Attach copies of your company's latest financial statements as specified. Finally, certify that all information is accurate by signing and dating the form.

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