Since there may be more than one person by the same name, it's a good idea to identify the customer by account or social security number. Assure confidentiality and ask for a prompt response.
1234, Main Street
Boston, MA 02123
03/16/05
<Recipient Address Goes Here>
Hello.
<Name of customer> <optional account number> has given us your company's name as a credit reference in <his/her> application for credit with Abc Company.
Would you please answer the following questions as they relate to your experience with <Name of customer>?
How long has <Name of customer> had credit with you?
________________________________________
What kind of credit terms did you give <Name of customer>?
________________________________________
What were the average amounts billed monthly and annually?
________________________________________
How punctual or delinquent was <Name of customer> in making payments?
________________________________________
This information will be treated confidentially. Thank you for your prompt response.
Regards,
Jim Karter
encl: <List of enclosed items goes here>
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