Forms

Oh here it is!
We have compiled the forms and applications credit personnel need the most. Please consult your company attorney prior to making changes in your procedures or documents.

NACM Forms

Utah Lien waiver form
The Utah legislature enacted a statute that provides for the form of construction lien waivers; one for progress payments and one for final payment. 

 View Utah Lien Waiver form

Authorization to pull consumer credit report
The form for authorization to pull a consumer credit report on an individual.
View Authorization to pull consumer credit report

Sample Open Account Agreement
The credit application, or sample open account agreement, should create a contract between the buyer and the seller.  Here is a sample to give you a place to start!
 Sample Credit Application I     

 Sample Credit Application II

 Sample Credit Application III, Personal Guarantee, Authorization to Pull Consumer Report


  View Sample Credit Policy & Procedures

Sample Personal Guarantee
View Sample Personal Guarantee

Sample Credit Denial Letter
NACM Sample Credit Denial Letter

Promissory Note Samples

 Promissory Note Sample Future Purchases

 Promissory Note Sample & Credit History Authorization

 Promissory Note Sample Installment Payments

 

Scholarship Application Forms

If your employer does not support employee development, or only offers partial reimbursement - NACM can help you build your career in credit management.

NACM Scholarship application form
One full class tuition scholarship per member company per semester.  Classes qualify for credit towards the NACM Professional Certification.

 NACM Tuition Scholarship
ICEL Tuition Scholarship application form
One full class tuition scholarship per ICEL Member per semester. (One full year of ICEL membership and 80% attendance at meetings required)
 ICEL Tuition Scholarship
ICEL Conference or Exam Scholarship application form
Exam fees or partial conference fee scholarships available to ICEL Members. (One full year of ICEL membership and 80% attendance at meetings required)
ICEL Exam or Conference Scholarship Application form

NACM Professional Certification Program forms

The certification program, sponsored by the National Association of Credit Management, helped define and establish professional standards, fosters excellence in credit management and career advancement.

NACM Career Roadmap
The Roadmap helps you track your professional accomplishments.  Points are awarded for formal and informal continuing education, work experience, local, regional and national participation and other special activities.  Save a complete copy of your Roadmap for future references and for CBF and CCE designation applications.
View NACM Career Roadmap

NACM Certification 2017 Brochure
This brochure details the requirements for NACM National's Professional Certifications in Business Credit Management
 View the 2017 NACM National Professional Designation Brochure
CBA Application
Credit Business Associate (CBA) 

View CBA Application

CBF Application
Credit Business Fellow (CBF)
View CBF Application

CCE Application
Certified Credit Executive (CCE)
View CCE Application

CCE Recertification Form
Certified Credit Executives (CCE) must recertify their credentials every three years.

View Recertification Form

NACM National Education Department Registration form
To begin the certification journey, candidates register with NACM National to establish a permanent education file.
View NACM National Education Department Registration form

NACM exam retake form
This brochure details the requirements for NACM National's Professional Certifications in Business Credit Management
View NACM exam retake form