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CUSTOMER WORKSHEET (Revised 07/10/2008 Rev. 7) Check One: New Customer Change to existing Customer No. Did we deliver to previous owner/customer at this address? Yes No If yes, are we owed money from
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First, gather all the necessary information and documents required for the customer application.
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Fill in the customer's personal information such as their full name, address, contact details, and any other relevant details.
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If the customer is self-employed, provide information about their business, such as its name, address, and years in operation.
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Move on to the financial information section and fill out details about the customer's income, expenses, assets, and liabilities.
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Include any additional information or supporting documents required by the customerapplicationdoc.
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Once you are satisfied with the information entered, save the document and make a copy for your records.
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