Extend Contractor Credit Backed by a Personal Guarantee

Give your building supply business one online form to vet contractors, set credit limits, list authorized buyers, and secure a personal guarantee.

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Building Materials Supplier Contractor Credit Account Application & Personal Guarantee Form

Legal Business Name (and DBA, if

· · ·

Business Structure

Federal Tax ID (EIN)

· · ·

Submit

This contractor credit account application with personal guarantee gives lumber yards, building supply stores, and materials distributors a complete way to screen contractors before extending trade credit. Applicants provide their legal business name and DBA, business structure, EIN, years in business, primary trade, and contractor license number with issuing state, along with a business address, phone, and a dedicated accounts payable email for invoices and statements.

The credit section captures the requested credit limit, a list of authorized purchasers with names, titles, and phone numbers, any sales tax exemption or resale certificate, a bank reference, and three trade references from current suppliers. Applicants then agree to your terms of sale, including payment due within 30 days of the statement date, a 1.5% monthly service charge on past-due balances, responsibility for collection costs and attorney fees, and the supplier's reservation of mechanic's lien rights. They also authorize you to contact references and pull business and personal credit reports, and a principal or owner provides their name and home address as personal guarantor.

Built for credit managers, branch managers, and owners of building supply businesses, this template replaces paper packets and scattered emails with one organized online form. Every application arrives with the details you need to verify references, set a sensible credit limit, and control who can charge to the account. Customize the terms to fit your policies and state lien laws, share the link with new contractor customers, and start approving accounts faster while protecting your receivables.

3 Pages

20 Questions

~7min To complete

Free No credit card needed

Field types Short Text ×3 Dropdown ×2 Address ×2 Table / Grid ×2 termsandconditions ×2 number Phone Email currency Long Text File Upload Full Name Signature Date

Questions in this template

Free template

The exact questions included — customize any of them to fit your needs.

Page 1 Business & Contractor Information 9 questions

Business & Contractor Information

1 Legal Business Name (and DBA, if different) * Short Text

2 Business Structure * Dropdown

3 Federal Tax ID (EIN) * Short Text

4 Years in Business * number

5 Primary Trade / Contractor Type * Dropdown

6 Contractor License Number & Issuing State (if applicable) Short Text

7 Business Address * Address

8 Business Phone * Phone

9 Accounts Payable Email (for invoices & statements) * Email

Page 2 Credit Request & References 5 questions

Credit Request & References

1 Requested Credit Limit * currency

2 Authorized Purchasers (name, title & phone for each person allowed to charge to this account) * Long Text

3 Sales Tax Exemption / Resale Certificate (if tax-exempt) File Upload

4 Bank Reference * Table / Grid

5 Trade References (3 Current Suppliers) * Table / Grid

Page 3 Terms of Sale & Personal Guarantee 6 questions

Terms of Sale & Personal Guarantee

1 Applicant Agreement & Credit Authorization: I certify that the information in this application is true and complete. On behalf of the applicant, I agree to the Terms of Sale: invoices are due in full within 30 days of the statement date; past-due balances accrue a 1.5% monthly service charge (18% APR) or the maximum allowed by law; the applicant is responsible for all collection costs and reasonable attorney fees; credit may be suspended or revoked at any time; and the supplier reserves all mechanic's lien rights on materials furnished. I authorize the supplier to contact the references listed and obtain business and personal credit reports. * termsandconditions

2 Personal Guarantor Full Name (owner or principal) * Full Name

3 Guarantor Home Address * Address

4 Personal Guarantee: In consideration of credit extended to the applicant, I personally, unconditionally, and irrevocably guarantee prompt payment of all present and future amounts owed by the applicant, including service charges, collection costs, and attorney fees. The supplier may enforce this guarantee against me without first pursuing the applicant. This guarantee remains in effect until revoked in writing, and revocation does not release amounts owed before notice is received. * termsandconditions

5 Owner / Personal Guarantor Signature * Signature

6 Date Signed * Date

How to use this template

Click "Use This Template Free" to open it in the FormBuilder editor. From there you can add, remove, or reorder fields with drag-and-drop, switch themes for instant restyling, add your logo, configure email notifications, and set your success message. When ready, publish with a unique link and start collecting responses immediately.