Forms Library
Your essential resource for documents and templates to streamline credit management. This collection includes credit applications, promissory notes, agreements, and policy samples, enhancing efficiency and compliance while supporting your professional growth and operational success. These samples
are provided as a template or guideline only. All contracts for your company are the sole responsibility of your company and legal representatives.
Utah Lien Waiver
The Utah legislature enacted a statute that provides for the form of construction lien waivers.
The form for authorization to pull a consumer credit report on an individual.
Download a sample to create a contract between buyer and seller for an open account.
Open Account Credit Policy & Procedures
Download a sample to establish policies and procedures for managing an open account.
Sample language only; all forms should be run by your legal counsel for approval.
The form for authorization to pull a consumer credit report on an individual.
Promissory Note – Future Purchases & Credit History
Download a sample to streamline agreements and secure terms for future purchases.
Promissory Note Sample Installment Payments
Download a sample to simplify agreements and secure a personal guarantee.
Scholarship Application Forms
If your employer doesn’t fully support employee development or only offers partial reimbursement, NACM can help you advance your career in credit management.
NACM Scholarship Application Form
Use this form for any NACM member to apply for an education scholarship
ICEL Tuition Scholarship Application Form
This form is for members of the Intermountain Credit Education League (ICEL) members only
ICEL Conference/Exam Scholarship Application Form
To be used for conference or exam fees only
NACM Professional Certification Program Forms
The certification program, sponsored by the National Association of Credit Management, has set professional standards and promotes excellence in credit management and career advancement.
The Roadmap tracks your accomplishments, awarding points for education, work experience, and participation. Save a copy for CBF and CCE designation applications.
This brochure details the requirements for NACM National’s Professional Certifications in Business Credit Management
Credit Business Associate (CBA)
Credit Business Fellow (CBF)
Certified Credit Executive (CCE)
Certified Credit Executives (CCE) must recertify their credentials every three years.
NACM National Education Department Registration
To begin the certification journey, candidates register with NACM National to establish a permanent education file.
This brochure details the requirements for NACM National’s Professional Certifications in Business Credit Management.