Step-by-Step: Create the Credit Application Form in Microsoft Word

1. Start a New Document

1. Open Microsoft Word

2. Click Blank Document

3. Set font:

   • Font: Calibri or Times New Roman

   • Size: 11 or 12 pt

2. Create the Title

1. Type:

    

   CREDIT APPLICATION FOR A BUSINESS ACCOUNT

    

2. Highlight the text

3. Format:

   • Bold

   • Center align

   • Font size: 14–16 pt

3. Add Section Header: Business Contact Information

1. Press Enter

2. Type:

    

   BUSINESS CONTACT INFORMATION

    

3. Format:

   • Bold

   • Left aligned

4. Create the First Table (Main Form Layout)

1. Go to Insert → Table

2. Insert a 2-column table (about 10–12 rows)

5. Fill in Left Column Labels

Enter the following in the left column:

• Title

• Date business commenced

• Company name

• Phone | Fax

• E-mail

• Registered company address

• City, State ZIP Code

• (Leave a few blank rows for spacing)

6. Add Business Type Options

In a new row, type:

Format as Checkboxes: (This is Optional)

1. Highlight each option

2. Go to Developer Tab → Check Box Content Control

 If Developer tab is not visible:

• Go to File → Options → Customize Ribbon → Enable Developer

7. Add Second Section: Business and Credit Information

1. Press Enter below the table

2. Type:

    

   BUSINESS AND CREDIT INFORMATION

    

3. Make it bold

8. Insert Second Table

1. Insert another 2-column table

2. Add rows for:

Left column:

• City, State ZIP Code

• Bank name

• How long at current address?

• Primary business address

• City, State ZIP Code

• Phone

• Fax

• Account number

• E-mail

• Type of account

9. Adjust Table Formatting

1. Select each table

2. Go to Table Design

3. Apply:

   • Borders: All Borders

   • Optional: Light shading for headers

4. Adjust column widths:

   • Left column: narrower (labels)

   • Right column: wider (input fields)

10. Create Signature Section

1. Press Enter after the table

2. Type:

    

   SIGNATURES

    

3. Make it bold

11. Insert Signature Table

1. Insert a 2-column table with ~4 rows

Fill it like this:

12. Add Signature Lines

1. Click in cells under “Signature”

2. Go to Insert → Shapes → Line

3. Draw a line OR type:

    

   ________________________
    

13. Final Formatting

• Ensure consistent spacing

• Align everything neatly

• Use bold for section headers

• Add extra spacing between sections

14. Save Your Document

1. Click File → Save As

2. Name it:

Your Project should look like this