Check Request Form Template
Our check request form template helps managers and employees create accounting transactions that require payments, settle refunds, or request revenue reductions. Use the check request form to simplify how you manage inquiries and process transactions. Customize it easily using our form builder.
Frequently Asked Questions
What is a check request form?
A check request form is a document allowing you to request an amount of money from a person or business to make a purchase or a payment.
What information should be included in check request form?
A check request form usually covers the following information:
– Date and type of the request (e.g., loan, advance, etc.)
– Requested amount
– The purpose of the check request
– Contact details of the person requesting the money and the payee
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Customize template
Even if you don’t know how to code, you can personalize this check request form template in limitless ways. You can even adapt for other purposes, such as a background check form. Using the easy 123FormBuilder drag-and-drop editor, you can add many kinds of fields, including checkboxes, file uploads, and signatures.
Publish template
Just copy and paste to publish your form to a website, send by email or post on social media. Anywhere online, really. Since it’s mobile responsive, people can order replacement checks or check status on the go.
Collect & manage data
The data your form collects is stored in a 123FormBuilder’s secure database. Inside your dashboard, you’ll find advanced analytical tools that produce graphs and charts to pinpoint user trends. Learn how many people come to check your license or ask to perform another record check. You can also integrate with apps you use, such as Smartsheet and FreshBooks.
Optimize processes
Using an online check request form template is a smart way to stay on top of accounts payable. You can assign multiple recipients for instantaneous notifications by email or text message. Eliminate the burden of paper filing, with the convenience of check status at your fingertips.
