FREE 13+ Customer Request Forms in PDF | MS Word | Excel

Customer request forms are documents which are to be used by customers whenever a concern or a preference needs to be informed to a vendor or to a business company. With the form, the customer will be able to state the details of his request and provide information that the company will use to cater to his requests.

Types of Customer Request Forms

Customer Action Request Form – There are six sections in this type of form. Specifically, the first section of a customer action request form is intended to document the information of the customer which is then followed by the receiving officer’s confirmation in the second section. The third section of the form, on the other hand, is for the nature and details of the customer’s request. The action to be taken by the officer and the date when the request was addressed along with the completed resolution will have to be stated in the fourth section while the fifth and sixth sections are for the completion notes and signatures of the authorized personnel of the organization.

Customer Action Request Form

Customer Appeal Request Form – In order for a customer to inform a company about his preference to reverse the finalized decision made by the company, a customer appeal request form must be filled out. This form contains three sections which should be completed by the customer. The first section will be for collecting the customer’s details as the participant along with the type of appeal that he is filing, and his contact information that the company can use to reach out to him. The second section is intended for the description of the appeal while the last two sections are for the justifications and the comments of the customer.

Customer Appeal Request Form

Customer Number Request Form – The purpose of a customer number is to easily identify the customer and the transactions that he had conducted with the company. To acquire a customer number, the requesting party must complete a customer number request form which will document the information that the company will use in order to provide the number assigned to the customer. The information to collect in this type of request form would include the details of the requestor and the customer, and the registration numbers which can be used by the company to associate and locate the customer’s number.

Customer Number Request Form

Customer Service Request Form – Three sections comprise this type of customer request form. Basically, the customer will need to disclose his name, residential and postal address, contact numbers, email, and signature in the first section of the form. Then, the date and details of the work request or the service request will have to be stated in the second section. After the completion of the first and second sections of the customer service request form, the council or the authorized personnel who will act on the request must fill out the last section which is for indicating the date when the request was entered and recorded into the database system along with its request number.

Customer Service Request Form

Customer Transfer Request Form – This is the type of form to use if a retailer or a company member will be transferring a customer’s account. With a customer transfer request form, the retailer or the requestor must state his name and the general information of the customer along with the details of the transfer. The form can then be submitted to the company in order to conduct the transfer.

Customer Transfer Request Form

How to Create a New Customer Request Form

A new customer request form is another type of customer request form which can be used by companies, however, this form is only suitable to be used by new or unregistered customers. To create this type of form, the steps below must be followed:

Step 1: Add the name of the company and the title of the form.

Both the name and the title must be placed at the topmost center part of the form or at the header. The name of the company should be stated first then the title must be indicated below it. Moreover, an area for stating the date when the form was used can also be added below the title.

Step 2: Allocate a customer information section.

This section of the form must collect the full name of the customer along with his address, contact number, transaction type, and transaction date.

Step 3: Place a text box or area for the details of the request.

Sets of questions can also be added into this section, however, the questions should acquire relevant details about the incident, the transaction, and the requests of the customer. Moreover, an area for the fulfilled actions and the suggestions of the company or employee who met the request of the customer can also be incorporated into this section.

Step 4: Include a signature block.

The signature block must have areas for both the customer and the employee or the authorized personnel who catered to the customer’s requests and needs.

Step 5: Save the form.

The form can either be saved in its default format or be converted into a different format that will allow the company to offer different methods of filing requests for its customers. The two most common formats to consider would be the “.DOC” and the “.PDF” format.

New Customer Request Form

Customer Request Form Sample

Commercial Customer Change Request Form

Importance of Customer Request Forms

Customer request forms are important because these documents serve as a communication tool between the customer and the company who will be providing the necessary goods and services to meet the specified requests. Without the form, the company will not be able to know the details of the incident leading to the request as well as the preferred actions or procedures that the customer would like to acquire.

Loan Customer Request Form

Money Order Customer Request Form

Customer Request and Complaint Form

Customer Data Request Form

Most importantly, customer request forms are also useful for obtaining a customer and service-related survey for the company. Some examples include determining the types of requests which are frequently filed by customers and the feedback of the customer to the company as the requests were addressed and resolved. However, in order for the survey to be obtained, completed customer request forms must be kept, recorded, and be retained in the company.