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CREDIT ACCOUNT APPLICATION FORM CUSTOMER TRADING NAME: INVOICE ADDRESS:TELEPHONE NO: COMPANY NUMBER: ACCOUNTS DETAILS: ACCOUNTS CONTACT: ACCOUNTS EMAIL: ACCOUNTS TELEPHONE: WILL YOU ACCEPT INVOICES

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How to fill out customer trading name

01

Obtain the necessary information from the customer, such as their full legal name.

02

Verify if the customer has any registered trading name or doing business as (DBA) name.

03

If the customer has a registered trading name, use the provided name in the required documents and forms.

04

If the customer does not have a registered trading name, advise them to choose a suitable name that reflects their business activities.

05

Ensure that the chosen trading name is not already registered by another company.

06

Fill out the necessary documents and forms with the customer's trading name.

07

Review the completed documents for accuracy and consistency.

08

Submit the filled-out documents to the relevant authorities or entities as required.

Who needs customer trading name?

01

Anyone who operates a business under a name different from their legal name needs a customer trading name.

02

Sole proprietors, partnerships, corporations, and other business entities often use trading names to conduct their business activities.

03

Individuals and companies that want to create a distinct brand identity or improve market recognition may also need a trading name.

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What is customer trading name?

A customer trading name is the name under which a business operates and is recognized by customers.

Who is required to file customer trading name?

Businesses and individuals who operate under a trading name that is different from their legal business name are required to file the customer trading name.

How to fill out customer trading name?

To fill out a customer trading name, you typically need to provide the trading name, the legal owner or business name, contact information, and any required identifying numbers such as tax ID.

What is the purpose of customer trading name?

The purpose of the customer trading name is to provide a public identity for a business, allowing customers to recognize and interact with that business.

What information must be reported on customer trading name?

Information that must be reported on customer trading name includes the trading name, the legal entity or owner's name, address, contact details, and sometimes the nature of the business.

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