Request For Bank Credit Reference
Credit applicants can use this free, printable template to request a bank credit reference. The bank fills out the information on the account, the balance, and any secured or unsecured loans before sending it back to the creditors.
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Description
Request for Bank Credit Reference
To:
Date:
Credit Reference For:
Account No.
The aforementioned client is applying for a credit application and has named your bank as a credit reference. The client has authorized us to access confidential information, so please take a moment to provide information to the following questions:
1. How long has the client held an account at your bank?
2. What is the average daily balance in the account? $
3. Does the client tend to have overdrafts? Yes No
4. Has the client taken out any loans? Yes No
5. If Yes:
Balance on secured loans:$
Balance on unsecured loans:$
Outstanding balance:$
Collateral:
Terms of Repayment:
Repayment Satisfactory? Yes No
Is the client satisfactory? Yes No
Thank you for your assistance,
{Sender}
