Managing a business or a store requires a group of staff members and employees to have knowledge about keeping accurate and ample documentation especially when it comes to making a database for the information of new clients and customers. For this purpose, a new customer registration form can be used by the business company before any transaction or agreement will be made.

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What Is a New Customer Registration Form?

A new customer registration form is a document which is used by business companies and stores to obtain data and information from new customers or those who have just known their store. The registration form can be incorporated into the website of the company for automated data collection, or be printed out for physical distribution and documentation. Nonetheless, it is essential that the registration will be able to have all the relevant information of the customer as well as the customer’s preferences and payment methods.

Data to Be Collected in a New Customer Registration Form

  • The contact information of the company: The name, address, and the phone number of the business company who is collecting the information of the customer is essential to be included in the form. This can be incorporated as the header of the registration form wherein a set of instructions will be stated below it to guide the customer in completing the registration.
  • Customer information: Some of the data to be disclosed by the customer includes his full legal name or the name that he prefers to use for the registration, his electronic mailing address, residential address, contact information, and fax number. If the customer is representing a company, then the name of the company along with its office address and phone numbers should be indicated in this section as well.
  • Privacy and confidentiality agreement: The information that the customer has disclosed in the registration form must be treated by the business company as a confidential record. And to inform the customer about the importance of privacy that the company mandates in their organization, a confidentiality and privacy agreement must be stated in the form. Below the agreement statement would be a signature block or area where the customer can affix his signature and the date when he used the registration form.

In addition to the aforementioned sections, an information release consent agreement can also be included in the form. The purpose of this agreement is to document the willingness of the customer as well as the customer’s approval towards the intent of the business company in using the information disclosed in the form. However, if there will be other parties or third parties who want to obtain and use the data of the customer, a separate consent form must be signed by the customer which will define the limitations and the rules to be followed by the third party in lieu of using the customer’s private and confidential data.

Examples of New Customer Registration Forms

Banking Deposit New Customer Registration Form – Banks and financial institutions use this variety of new customer registration form for their account holders. The form will document the bank customer’s basic data and account information. The first five sections of the form are intended to be filled out by the customer while the last section is allotted to be completed by the bank staff. The first section collects the customer’s account name, account number, identification number, and delivery address. The second section, on the other hand, will be for the customer’s nominated deposit conductor. This would be the section where the name, address, date of birth, and CRS number of the conductor will be indicated.

Banking Deposit New Customer Registration Form

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The third section of the form will state the payment method which is preferred by the bank customer. Then, in the fourth section, the customer must choose and specify his initial bank orders while the fifth section indicates an acknowledgment certification which must be signed by the customer. Lastly, the section to be filled out by the staff will state the name of the staff along with the staff’s number, branch assignment, and the list of steps for the procedure to be followed for the customer registration.

New Customer Company Registration Form – This form does not only have entry fields and tables to be filled out by the customer but also a formal letter which is addressed to the customer in lieu of his choice in partnering and purchasing the products and services of the company. For customers who are also owners of companies, they will have to disclose their company’s basic data, business type, and tax registration number as well as the list of business partners and directors who run the company. The accounts of the company will also have to be disclosed in this form including the preferences of the customer as to where the invoice forms will be sent and whether he wants to receive email updates or not.

New Customer Company Registration Form

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The trade references of the customer or the names of the companies who have transacted and made agreements with the customer before will also be required to be enlisted in the form. This is for the purpose of verifying the customer’s claims especially those which focuses on the customer’s own business company. Moreover, there are also sections which define the business company’s sale terms and conditions, and product information.

New Truck Customer Registration Form – A company whose main business is truck dealing will need to have this form prepared for clients and customers. Specifically, the first section of a new truck customer registration form will be for specifying which company store branch he will be ordering the truck from based on his address. The customer’s company and business information will all be disclosed in the second section while the third section will detail the number of vehicles or trucks the customer currently owns in his business. At the last section of the form, a privacy agreement is indicated which must be signed by the customer along with the truck company’s authorized staff or representative.

New Truck Customer Registration Form

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A tip to keep in mind when using the aforementioned new customer registration forms is to make sure that the contents are changed or updated based on the particulars of the business company. The logo, the name, as well as the format styles to be incorporated into the form must be changed in order to have a customized document that the company can use for their clients and customers.

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