Templates and resources

Plant hire customer onboarding form template

A trade account and customer onboarding form template for plant hire: business details, contacts, directors, references, ordering and consents.

Use the template All templates

Template specTPL-99

Sections6

UsePrint and adapt

OutputPrint / PDF

CostFree

Saved in this browser

Trade account application

TPL-99

Business details

Legal business nameTrading nameCompany numberVAT numberBusiness typeYears trading

Registered addressTrading address

Contacts

Accounts contactAccounts emailOrdering contactPhone

Directors / proprietors

Name	Position	Home address

Trade references

Company	Contact	Phone / email

Ordering and payment

Purchase order required?Credit limit requested (£)Payment method

Consents

I consent to a credit check on the business and its directors.I accept the hire terms and conditions and account terms.I have read the privacy notice.I agree to provide a personal guarantee where requested.

Signed (name)PositionDate

Template from planthirestartupguide.co.uk. Adapt it to your business and take advice where needed.

How to use it

Using this template

01
Adapt it
Add your company name, terms link and privacy notice.
02
Print or save as PDF
Give it to new customers, or use it to design your online form.
03
Run the checks
See trade accounts and onboarding.
04
Store it securely
It contains personal data; see data protection.

FAQs

Common questions

What should a trade account form ask for?

Business and company details, contacts, directors, references, ordering rules, payment method and consents.

Can customers fill this in online here?

No. It's a template for you to adapt, print or rebuild in your own system. Nothing typed here is sent anywhere.

Do I need a personal guarantee?

Often for new or small companies; take legal advice on the wording.

Keep going

Related guides

PHSUG-64

Trade accounts and customer onboarding

Account forms, credit checks, limits and guarantees.

Read guide →

PHSUG-42

Deposits, payment terms and late payments

Deposits, trade accounts, credit checks and late payment.

Read guide →

PHSUG-92

Data protection for plant hire companies

Customer data, trackers, CCTV and the ICO fee.

Read guide →

PHSUG-81

Managing bad debt in plant hire

Prevent it, recover it, and reclaim the VAT.

Read guide →

This guide is general information for people setting up a plant hire business in the UK. It is not legal, tax, insurance or financial advice. Rules and thresholds change, so check current guidance on GOV.UK and take advice from an accountant, solicitor or broker before acting.