Charge Account Request Form

Harness the Power of the Charge Account Request Form

Owning a business comes with its unique set of complexities. One of them is navigating through an array of financial operations, such as setting up charge accounts for your clients or business partners. Efficiently managing this procedure is essential for smooth operations, and that's where the charge account request form on the PDFliner website comes into play.

Detailed Overview of the Charge Account Application 

The charge account application is an integral part of cultivating the business relationships with partners, clients, or customers. Typically, a charge account allows customers to purchase goods or services on credit and pay off the balance at a later date.

The application itself includes a variety of factors: the buyer's information, financial details, terms of payment, credit limit, and more. Therefore, it is crucial to get this right. The PDFliner website paves the way for this seamless financial operation.

How to Fill Out Charge Account Template

To fill out the charge account application form template on PDFliner, follow these detailed steps:

1. Determine the type of request by selecting either "New Account" or "Change to an Existing Account." If it's a change, complete only the sections that have changed.
2. If you are changing an existing account, enter the existing Charge Account Number.
3. Choose the service type your account will be associated with.
4. Provide estimates for both the number of recorded documents and copy requests per month.
5. Indicate whether your organization is a "Government Agency" or "Non-Government Agency."
6. Fill out the organization's name, street address, city, state, and zip code.
7. Provide the contact name and title, along with contact information including phone number, fax number, and email address.
8. Enter the organization manager’s name and contact details, including phone and fax numbers.
9. List authorized users who are allowed to use the charge account. If more space is needed, attach a separate list.
10. For each authorized user, specify if you are adding or deleting them from the account and provide their names and phone numbers.
11. Sign the form to agree to the terms and conditions and accept the county recorder’s established procedures for setting up and modifying a charge account. 
12. Include the agency manager’s signature and the date.
13. Once completed, mail the form to San Bernardino County Recorder at the address provided in the form details.