Social Security # Street Apt. # Monthly Rent (if applicable) Current Position/Title

Size: px
Start display at page:

Download "Social Security # Street Apt. # Monthly Rent (if applicable) Current Position/Title"

Transcription

1 APPLICANT Full Legal Name Social Security # Date of Birth Phone # Street Apt. # City State ZIP Years at Residence Own Rent Monthly Rent (if applicable) # of Dependents Martial Status* Single Married Divorced Widowed Employer Current PositionTitle Years in Position Address *Marital status (answer only if this financial statement is provided in connection with a request for secured credit or applicant is seeking a joint account with spouse). 294 Grove Lane East, Suite 120, Wayzata, MN

2 CO-APPLICANT Check box and initial if it is your intent to be a co-borrower or joint guarantor. Full Legal Name Social Security # Date of Birth Phone # Street Apt. # City State ZIP Years at Residence Own Rent Monthly Rent (if applicable) # of Dependents Martial Status* Single Married Divorced Widowed Employer Current PositionTitle Years in Position Address *Marital status (answer only if this financial statement is provided in connection with a request for secured credit or applicant is seeking a joint account with spouse). VALUATION EFFECTIVE AS OF: 294 Grove Lane East, Suite 120, Wayzata, MN

3 DATA ENTERED ON SCHEDULES 1-13 NEEDS TO BE APPLIED HERE Assets Description Amount Cash (Schedule 1) Securities Owned (Schedule 2) Retirement Accounts (Schedule 3) Life Insurance (Schedule 4) Residence(s) (Schedule 5) Other Real Estate Owned (Schedule 6) Automobiles, RVs, Boats, ATVs, etc. (Schedule 7) Due from Others (Schedule 8) Personal Property and Other Assets (Schedule 9) Liabilities Description Amount tes Payable (Schedule 10) Loans on Life Insurance (Schedule 4) Mortgages on Residence(s) (Schedule 11) Mortgages or Liens on Other Real Estate (Schedule 12) Other Obligations (Schedule 13) 294 Grove Lane East, Suite 120, Wayzata, MN

4 DATA ENTERED ON SCHEDULES 1-13 NEEDS TO BE APPLIED HERE CONT. Net Worth Total Liabilities and Net Worth Annual Income Income Applicant Co-applicant Salary Commissions Dividends & Interest Rentals Alimony, Child Support, etc.** Other 294 Grove Lane East, Suite 120, Wayzata, MN

5 SCHEDULE 1: CASH (SAVINGS, MONEY MARKET, CDS, ETC.) Financial Institution Name Account Type Account Name Pledged? (YN) SCHEDULE 2: SECURITIES OWNED Description # of Shares Type Registered Name Pledged? (listedunlisted) (YN) 294 Grove Lane East, Suite 120, Wayzata, MN

6 SCHEDULE 3: RETIREMENT ACCOUNTS (401K S, IRA S, PENSIONS, ETC.) Description Registered Name SCHEDULE 4: LIFE INSURANCE Insured Insurance Company Beneficiary Face Value of Policy Cash Value Loans 294 Grove Lane East, Suite 120, Wayzata, MN

7 SCHEDULE 5: RESIDENCE(S) (HOMESTEAD, VACATION PROPERTIES, CABINS, ETC.) Address Property Type Owned by Year Acquired Cost Market Value Property Type: SF = Single Family, T = TownhomeCondo, L = LandAcreage, O = Other n-income Producing Property SCHEDULE 6: OTHER REAL ESTATE OWNED (INCLUDES INVESTMENT RE OWNED) Address Property Type Owned by % Owned Monthly Income Year Acquired Cost Market Value Property Type: SF = Single Family, MF = Multiple Family, C = CommercialIndustrial, L = LandAcreage 294 Grove Lane East, Suite 120, Wayzata, MN

8 SCHEDULE 7: AUTOMOBILES, RVS, BOATS, ATVS, ETC. Make Model Style Owned by Year Market Value SCHEDULE 8: DUE FROM OTHERS (FRIENDS, RELATIVES, MORTGAGES, CONTRACTS FOR DEED OWNED, ETC.) Name of Debtor Owed to Collateral Maturity Date Payment ($frequency) SCHEDULE 9: PERSONAL PROPERTY AND OTHER ASSETS Description Owned by Market Value 294 Grove Lane East, Suite 120, Wayzata, MN

9 SCHEDULE 10: NOTES PAYABLE (DUE TO BANKS, DUE TO OTHERS, INSTALLMENT CONTRACTS, STUDENT LOANS, CREDIT CARDS, ETC.) To Whom Payable Payment ($frequency) Collateral SCHEDULE 11: MORTGAGES ON RESIDENCE(S) (HOMESTEAD, VACATION PROPERTIES, CABINS, ETC.) Address Payment ($frequency) Lender Int. Rate Maturity Date 294 Grove Lane East, Suite 120, Wayzata, MN

10 SCHEDULE 12: MORTGAGES OR LIENS ON OTHER REAL ESTATE OWNED (INCLUDES INVESTMENT RE OWNED - SEE THE TAB FOR MORE INFO) Address Payment ($frequency) Lender Int. Rate Maturity Date SCHEDULE 13: OTHER OBLIGATIONS (ALIMONY, CHILD SUPPORT, LAWSUITS, TAX LIABILITIES, TUITION, ETC.) Description Payment ($frequency) 294 Grove Lane East, Suite 120, Wayzata, MN

11 SCHEDULE 14: CONTINGENT LIABILITIES GUARANTEED BY APPLICANT OR CO-APPLICANT Name of Debtor Lender Collateral Payment ($frequency) Maturity Date APPLICANT GENERAL INFORMATION Have you OR any company in which you arewere an owner ever declared Bankruptcy? Have you OR any company in which you arewere an owner ever had a judgment filed against you? Have you ever owned real estate that has been foreclosed upon OR been part of a short sale? Are any assets held in a trust? Are you a Co-signer or Guarantor of any other debt? If, complete Schedule 14 above. Have you made a will? Have you ever been convicted of a felony? If you answered to Questions 1-6 above, please explain in the comment box below or attach an explanation: 294 Grove Lane East, Suite 120, Wayzata, MN

12 CO-APPLICANT GENERAL INFORMATION Have you OR any company in which you arewere an owner ever declared Bankruptcy? Have you OR any company in which you arewere an owner ever had a judgment filed against you? Have you ever owned real estate that has been foreclosed upon OR been part of a short sale? Are any assets held in a trust? Are you a Co-signer or Guarantor of any other debt? If, complete Schedule 14 above. Have you made a will? Have you ever been convicted of a felony? If you answered to Questions 1-6 above, please explain in the comment box below or attach an explanation: 294 Grove Lane East, Suite 120, Wayzata, MN

13 REPRESENTATIONS AND WARRANTIES The foregoing statement, submitted for the purpose of obtaining credit, is true and correct in every detail and fairly shows myour financial condition at the time indicated. Iwe will give you prompt subsequent substantial change in such financial condition occurring before written notice of any discharge of my our obligations to you. Iwe understand that you will retain this personal financial statement whether or not you approve the credit in connection with which it is submitted. You are authorized to check myour credit, which may include a background check and employment history or any other information contained herein. THE UNDERSIGNED CERTIFY THAT THE INFORMATION CONTAINED ON THIS FORM HAS BEEN CAREFULLY REVIEWED AND THAT IT IS TRUE AND CORRECT IN ALL RESPECTS. Applicant Date Co-Applicant Date 294 Grove Lane East, Suite 120, Wayzata, MN

FINANCIAL STATEMENT - INDIVIDUAL

FINANCIAL STATEMENT - INDIVIDUAL FINANCIAL STATEMENT - INDIVIDUAL TO FINANCIAL INSTITUTION NAMED: INDIVIDUAL DATE OF STATEMENT JOINT NAME OF INDIVIDUAL: HOME ADDRESS HOME PHONE SOCIAL SECURITY DATE OF BIRTH ASSETS (Omit Cents) LIABILITIES

More information

Business Loan Application Package

Business Loan Application Package Business Loan Application Package The items listed below are being requested in addition to the enclosed forms 2 Years Personal Tax Returns Business Financials Interim 2 Years Business Tax Returns Copy

More information

FSM DEVELOPMENT BANK HOUSING LOAN APPLICATION

FSM DEVELOPMENT BANK HOUSING LOAN APPLICATION FSM DEVELOPMENT BANK HOUSING LOAN APPLICATION SECTION A: Loan Information Amount Requested: $ Loan Term: Purpose: New Home Renovation Personal/Consumers Others SECTION B: Please Describe Application Information

More information

Social Security Number Driver s License Number Visa or Mastercard No. Home Phone. Occupation Name of Employer No. of Years Salary Business Phone $ per

Social Security Number Driver s License Number Visa or Mastercard No. Home Phone. Occupation Name of Employer No. of Years Salary Business Phone $ per To: American Airlines Federal Credit Union Member Name: Address: Date of Birth: ZIP Code: CHECK AS APPLICABLE Applicant is applying for this loan: o Individually, without a co-signer or guaranty of a person

More information

There are costs associated with the use of a credit card. Information about costs, rates and fees may be contained in disclosures provided with this

There are costs associated with the use of a credit card. Information about costs, rates and fees may be contained in disclosures provided with this APPLICATION There are costs associated with the use of a credit card. Information about costs, rates and fees may be contained in disclosures provided with this application or by calling us toll-free or

More information

RIVER VALLEY CREDIT UNION

RIVER VALLEY CREDIT UNION RIVER VALLEY CREDIT UNION 820 Putney Road Brattleboro, VT 05301 802-254-4800 34 Clinton Street Springfield, VT 05156 802-251-3688 HOME EQUITY LOAN APPLICATION Check List: Thank you for considering River

More information

Loan Application Checklist. Entity Specific Documentation. All Entities. Valid Government Photo ID for all borrowers, applicants, and guarantors

Loan Application Checklist. Entity Specific Documentation. All Entities. Valid Government Photo ID for all borrowers, applicants, and guarantors Loan Application Checklist Entity Specific Documentation Valid Government Photo ID for all borrowers, applicants, and guarantors Last 3 years of personal federal taxes of all owners (including all supporting

More information

PERSONAL FINANCIAL STATEMENT for National Equity Funding. Federal law requires all financial institutions obtain,

PERSONAL FINANCIAL STATEMENT for National Equity Funding. Federal law requires all financial institutions obtain, PERSONAL FINANCIAL STATEMENT for National Equity Funding Federal law requires all financial institutions obtain, verify and record information that identifies each person who opens an account. When you

More information

There are costs associated with the use of a credit card. Information about costs, rates and fees may be contained in disclosures provided with this

There are costs associated with the use of a credit card. Information about costs, rates and fees may be contained in disclosures provided with this APPLICATION There are costs associated with the use of a credit card. Information about costs, rates and fees may be contained in disclosures provided with this application or by calling us toll-free or

More information

HOME EQUITY LOAN APPLICATION REQUIREMENTS. Name Account Number

HOME EQUITY LOAN APPLICATION REQUIREMENTS. Name Account Number HOME EQUITY LOAN APPLICATION REQUIREMENTS Name Account Number In order to be considered for a loan, the following are needed: 1 Completed Application - see below 2 Signed Credit Report Inquiry Release

More information

There are costs associated with the use of a credit card. Information about costs, rates and fees may be contained in disclosures provided with this

There are costs associated with the use of a credit card. Information about costs, rates and fees may be contained in disclosures provided with this APPLICATION There are costs associated with the use of a credit card. Information about costs, rates and fees may be contained in disclosures provided with this application or by calling us toll-free or

More information

SIGNATURE LOAN APPLICATION

SIGNATURE LOAN APPLICATION SIGNATURE LOAN APPLICATION General Requirements: Loan Amount Document with Application Credit Score Residency Requirement 5,000 75,000 Last 2 years Tax return & Proof of Current income 650 and above Green

More information

The Following Materials should accompany your Share Loan Finance Application

The Following Materials should accompany your Share Loan Finance Application 2573 Credit Union Drive Prior Lake, MN 55372 Phone: (952) 445-0888 Fax: (952) 445-6487 Email: tereesr@southmet.com Website: www.southmet.com The Following Materials should accompany your Share Loan Finance

More information

HOME IMPROVEMENT/HOME EQUITY LOAN APPLICATION

HOME IMPROVEMENT/HOME EQUITY LOAN APPLICATION LOAN AMOUNT HOME IMPROVEMENT/HOME EQUITY LOAN APPLICATION TERM (Months) Address of property to be improved and/or secured: Briefly describe planned improvements or attach bids, estimates or proposals:

More information

Member Business Credit Application

Member Business Credit Application Member Business Credit Application Amount Requested: Term Requested (maximum 25 years): Application for: Business Term Loan Commercial Real Estate Loan Business Line of Credit Other: Collateral : Market

More information

Purpose (use of funds) Collateral: Unsecured Real Estate Vehicle Accounts Receivable Inventory Equipment Deposits/Securities Other (Describe)

Purpose (use of funds) Collateral: Unsecured Real Estate Vehicle Accounts Receivable Inventory Equipment Deposits/Securities Other (Describe) It's fast and easy to apply for a Business Express Loan or Business Express Line of Credit. Before visiting one of our Banking Centers to submit your application, please gather the following required documents

More information

We are applying for joint credit. Complete all Sections, providing information in Section B about the joint applicant. Name.

We are applying for joint credit. Complete all Sections, providing information in Section B about the joint applicant. Name. Personal Financial Statement I am applying for individual credit in my own name and relying on my own income or assets and not the income or assets of another person as the basis for repayment of the credit

More information

Apply for a Loan. Fill out the attached Loan Application and Forward along with a recent Pay Stub to: 1) Fax to (Birchtree Office)

Apply for a Loan. Fill out the attached Loan Application and Forward along with a recent Pay Stub to: 1) Fax to (Birchtree Office) Apply for a Loan Fill out the attached Loan Application and Forward along with a recent Pay Stub to: 1) Fax to 864-941-8931 (Birchtree Office) 2) Fax to 864-941-8924 (Hwy 246 Office) 3) Email to loans@mynucu.org

More information

The following information is required for all borrowers to process your loan request: Employment and Income Verification

The following information is required for all borrowers to process your loan request: Employment and Income Verification Credit Application The following information is required for all borrowers to process your loan request: Employment and Income Verification Copies of your most recent paystub(s) covering a 30 day period

More information

Instructions for Filling out Personal Financial Statement Form:

Instructions for Filling out Personal Financial Statement Form: PERSONAL FINANCIAL STATEMENT Instructions for Filling out Personal Financial Statement Form: Thank you for taking the time to complete this personal financial statement. The totals you enter in the schedules

More information

OSM Co-Borrower Loan Application Student Name:

OSM Co-Borrower Loan Application Student Name: OSM Co-Borrower Loan Application Student Name: Co-borrower Information - Please print clearly in black ink. Last Name First Name Relationship to Student Spouse Parent Other Social Security # Date of Birth

More information

INITIAL INTERVIEW QUESTIONNAIRE (BANKRUPTCY)

INITIAL INTERVIEW QUESTIONNAIRE (BANKRUPTCY) DATE: MACHI & ASSOCIATES, P.C. 1521 N. Cooper, Suite 550 990 N. Walnut Creek, Suite 2016 Arlington, Texas 76011 Mansfield, Texas 76063 Local 817-335-8880 Metro 972-445-5387 Toll Free 866-DEBTDRS (866-332-8377)

More information

APPLICATION AND SOLICITATION DISCLOSURE

APPLICATION AND SOLICITATION DISCLOSURE APPLICATION AND SOLICITATION DISCLOSURE Interest Rates and Interest Charges Annual Percentage Rate (APR) for Purchases APR for Balance Transfers APR for Cash Advances How to Avoid Paying Interest on Purchases

More information

PLEASE NOTE: We will hold your application on file for 14 days while we wait to receive your application fee.

PLEASE NOTE: We will hold your application on file for 14 days while we wait to receive your application fee. There are certain requirements that must be met in order for you to apply for a loan from our credit union. These include: A $20.00 loan application fee Your two most recent paystubs If you rent an apartment,

More information

E. Michael Vereen, III Consultation Form Phone Fax APPLICANT INFORMATION

E. Michael Vereen, III Consultation Form Phone Fax APPLICANT INFORMATION E. Michael Vereen, III Consultation Form Phone 770-345-9449 Fax 770-345-9425 Email mvparalegal@vereenlaw.com vereenlaw@live.com Need to file your case TODAY? Here is what you will need: 1. Paystubs for

More information

There are costs associated with the use of a credit card. Information about costs, rates and fees may be contained in disclosures provided with this

There are costs associated with the use of a credit card. Information about costs, rates and fees may be contained in disclosures provided with this APPLICATION There are costs associated with the use of a credit card. Information about costs, rates and fees may be contained in disclosures provided with this application or by calling us toll-free or

More information

Business Loan Application Packet

Business Loan Application Packet Business Loan Application Packet Application Personal Financial Statement On each individual co-borrower/guarantor. Tax Returns and all Schedules We will need two years of tax returns on each individual.

More information

PERSONAL FINANCIAL STATEMENT

PERSONAL FINANCIAL STATEMENT FCB FIRST COMMERCIAL BANK, N.A. SEGUIN NEW BRAUNFELS JOURDANTON PEARSALL SAN ANTONIO PERSONAL FINANCIAL STATEMENT EFFECTIVE DATE Name Social Security No. Date of Birth City State Zip Cell Home Work Employer

More information

SMALL BUSINESS LOAN APPLICATION (for Commercial loans $100,000 or less)

SMALL BUSINESS LOAN APPLICATION (for Commercial loans $100,000 or less) SMALL BUSINESS LOAN APPLICATION (for Commercial loans $100,000 or less) www.sbdanbury.com Section 1: Borrower Information Existing Customer New Customer Applicant: Co-Applicant: Business Type: (Individual,

More information

ITEMS NEEDED TO PROCESS YOUR CONSUMER/AUTO LOAN APPLICATION

ITEMS NEEDED TO PROCESS YOUR CONSUMER/AUTO LOAN APPLICATION Home Office 101 West Main St Branches Mascoutah, IL 62258 New Baden, IL 62265 618-588-3527 Fax # 618-566-4688 Lebanon, IL 62254 618-537-6779 Phone # 618-566-2343 ITEMS NEEDED TO PROCESS YOUR CONSUMER/AUTO

More information

KERR-TAR REGIONAL COUNCIL OF GOVERNEMNTS APPLICATION FOR BUSINESS LOAN

KERR-TAR REGIONAL COUNCIL OF GOVERNEMNTS APPLICATION FOR BUSINESS LOAN COMPANY INFORMATION Company Name: Address: KERR-TAR REGIONAL COUNCIL OF GOVERNEMNTS APPLICATION FOR BUSINESS LOAN City: State: Zip: Telephone Number: Fax Number: Principal Contact: Tax ID Number: Type

More information

for separate accounts.) Amount Requested $ Purpose/Collateral: Repayment: l Payroll Deduction l Cash l ACH

for separate accounts.) Amount Requested $ Purpose/Collateral: Repayment: l Payroll Deduction l Cash l ACH Solutions P.O. Box 20525 Phoenix, AZ 85036-0525 www.marisolcu.org LOAN APPLICATION l Individual l Joint (Check to indicate the type of credit you for which you are applying. Married applicants may apply

More information

MERCHANT PROPERTY MANAGEMENT, INC

MERCHANT PROPERTY MANAGEMENT, INC MERCHANT PROPERTY MANAGEMENT, INC Cal BRE 01187064 3773 30 th Street, Suite B San Diego, CA 92104 Tel. (619)299-4034 / Fax 299-9412 / Email mpmadv@cox.net LEASE PROPOSAL PROPERTY ADDRESS: DATE We would

More information

SUBLEASE APPLICATION FOR THE SUBLEASE OF COOPERATIVE APARTMENT

SUBLEASE APPLICATION FOR THE SUBLEASE OF COOPERATIVE APARTMENT SUBLEASE APPLICATION FOR THE SUBLEASE OF COOPERATIVE APARTMENT BUILDING: APT: SHARES: LENGTH OF LEASE MONTHLY MAINTENANCE: $ TO BEGIN: TO EXPIRE: SECURITY: ANNUAL RENT: MONTHLY RENT: SPECIAL CONDITIONS

More information

Small Business Loan Checklist (Loan Exposure up to $500,000 (1) )

Small Business Loan Checklist (Loan Exposure up to $500,000 (1) ) Small Business Loan Checklist (Loan Exposure up to 500,000 (1) ) Please complete, sign and date all documentation and financial information and submit a complete loan package to prevent any unnecessary

More information

QUESTIONNAIRE - RESOLUTION INFORMATION PACKET

QUESTIONNAIRE - RESOLUTION INFORMATION PACKET QUESTIONNAIRE - RESOLUTION INFORMATION PACKET FOR INDIVIDUALS AND SOLE PROPRIETORSHIPS In order to achieve the best possible resolution with the Internal Revenue Service, please complete the following

More information

CONSUMER LOAN APPLICATION

CONSUMER LOAN APPLICATION CONSUMER LOAN APPLICATION Bring In: Pay stubs from the last 30 days Fill Out & Sign: Application Covered Borrower Identification Statement Borrower Email Address: CONSUMER CREDIT APPLICATION IMPORTANT

More information

TENANCY APPLICATION NAME: DRIVER S LICENSE NO. SPOUSE: DRIVER S LICENSE NO. ADDRESS: CITY/STATE/ZIP: PHONE: HOME: BUSINESS:

TENANCY APPLICATION NAME: DRIVER S LICENSE NO. SPOUSE: DRIVER S LICENSE NO. ADDRESS: CITY/STATE/ZIP: PHONE: HOME: BUSINESS: TENANCY APPLICATION INDIVIDUAL COMPANY NAME: SOCIAL SECURITY NO. DRIVER S LICENSE NO. SPOUSE: SOCIAL SECURITY NO. DRIVER S LICENSE NO. DATE OF BIRTH: DATE OF BIRTH: FROM: TO: PHONE: HOME: BUSINESS: PREVIOUS

More information

(Seal) ACCOUNT NUMBER SOCIAL SECURITY NUMBER ACCOUNT NUMBER SOCIAL SECURITY NUMBER BIRTH DATE ADDRESS BIRTH DATE ADDRESS

(Seal) ACCOUNT NUMBER SOCIAL SECURITY NUMBER ACCOUNT NUMBER SOCIAL SECURITY NUMBER BIRTH DATE  ADDRESS BIRTH DATE  ADDRESS APPLICATION There are costs associated with the use of a credit card. Information about costs, rates and fees may be contained in disclosures provided with this application or by calling us toll-free or

More information

Legal Description of Subject Property (attach description if necessary) (a) Present Value of Lot

Legal Description of Subject Property (attach description if necessary) (a) Present Value of Lot This application is designed to be completed by the applicant(s) with the Lender s assistance. Applicants should complete this form as Borrower or Co-Borrower, as applicable. Co-Borrower information must

More information

PERSONAL FINANCIAL STATEMENT

PERSONAL FINANCIAL STATEMENT OMB Approval No. 3245-0188 PERSONAL FINANCIAL STATEMENT U.S. SMALL BUSINESS ADMINISTRATION As of, 20 Complete this form for: (1) each proprietor, or (2) each limited partner who owns 20% or more interest

More information

Santa Barbara Teachers Federal Credit Union SPONSORED BY THE SANTA BARBARA COUNTY SCHOOLS

Santa Barbara Teachers Federal Credit Union SPONSORED BY THE SANTA BARBARA COUNTY SCHOOLS Santa Barbara Teachers Federal Credit Union SPONSORED BY THE SANTA BARBARA COUNTY SCHOOLS VEHICLE LOAN APPLICATION PLEASE READ DIRECTIONS CAREFULLY THE APPLICANT IS THE PRIMARY ACCOUNT HOLDER 1) Complete

More information

PHOLICIOUS INC CREDIT DEPARTMENT

PHOLICIOUS INC CREDIT DEPARTMENT APPLICATION TO PURCHASE FRANCHISE Project/DBA: Property Location: Type of Business (please check one): S or C Corporation Partnership Proprietorship TABLE OF CONTENTS Page CORPORATION APPLICATION 2 INDIVIDUAL

More information

efipco GENERAL CREDIT APPLICATION (For Wisconsin residents only) Date of Application

efipco GENERAL CREDIT APPLICATION (For Wisconsin residents only) Date of Application efipco W. B. A. 130 (8/14) 11034 GENERAL CREDIT APPLICATION 2014 Wisconsin Bankers Association/Distributed by FIPCO (For Wisconsin residents only) To Creditor: Individual Credit. Complete column and sign

More information

BANKRUPTCY QUESTIONNAIRE

BANKRUPTCY QUESTIONNAIRE BANKRUPTCY QUESTIONNAIRE Please complete this questionnaire and return it to the office before your first appointment. If you will spend the time to complete all items, you will provide us with the necessary

More information

APPLICATION FOR HOUSING A Low-Income Housing Tax Credit Property Managed by Dunlap & Magee Property Management Inc.

APPLICATION FOR HOUSING A Low-Income Housing Tax Credit Property Managed by Dunlap & Magee Property Management Inc. APPLICATION FOR HOUSING A Low-Income Housing Tax Credit Property Managed by Dunlap & Magee Property Management Inc. This is an application for housing at: Please Print Clearly Property Name: Application

More information

MICROLOAN APPLICATION

MICROLOAN APPLICATION MICROLOAN APPLICATION Send Completed Application To: Wyoming Women s Business Center Attn: Waldo Smith PO Box 764 Laramie, WY 82073 Or via Fax or Email to: Fax: 307-460-3945 Email: wsmith34@uwyo.edu Questions?

More information

Commercial Loan Application

Commercial Loan Application Commercial Loan Application loans, credit lines, checking whatever it takes... plus someone who makes your business, their business. Loan Requested Term Loan or Real Estate Loan New/Increase Line of Credit

More information

PROFESSIONAL PRACTICE GROUP APPLICATION

PROFESSIONAL PRACTICE GROUP APPLICATION 234 W. Northwest Highway Arlington Heights, IL 60004 847-670-1000 PROFESSIONAL PRACTICE GROUP APPLICATION Name: Professional Degree/Dates: License # Are you qualified as a specialist? If yes, what specialty?

More information

MULTIFAMILY COMMERCIAL - INVESTMENT LOAN APPLICATION - INDIVIDUAL

MULTIFAMILY COMMERCIAL - INVESTMENT LOAN APPLICATION - INDIVIDUAL LOAN PURPOSE Loan Request Amount Purchase Refinance New Construction If the purpose of this loan is to finance a PURCHASE, please complete the following: Purchase Price Purchase Estimated Closing Date

More information

POST EDUCATION STUDENT LOAN CONSOLIDATION APPLICATION

POST EDUCATION STUDENT LOAN CONSOLIDATION APPLICATION POST EDUCATION STUDENT LOAN CONSOLIDATION APPLICATION Terms & Conditions: Combine several student loans into one loan Borrower can consolidate education loans only after they have a minimum of 1 year employment

More information

APPLICATION FOR HOUSING Low-Income Housing Tax Credit Property

APPLICATION FOR HOUSING Low-Income Housing Tax Credit Property APPLICATION FOR HOUSING Low-Income Housing Tax Credit Property IMPORTANT: Completed applications must be mailed to: Concern for Independent Living, PO Box 378, Brooklyn, NY 11213. Only applications postmarked

More information

Information and Instructions

Information and Instructions Main Office 130 South Elmwood Avenue, Suite 126 Buffalo, NY 14202 716-842-1320 Fax: 716-842-1623 Home Equity Line of Credit Information and Instructions Appletree Business Park Office 2875 Union Road,

More information

SBA 504 Loan Application EQUAL OPPORTUNITY LENDER

SBA 504 Loan Application EQUAL OPPORTUNITY LENDER SBA 504 Loan Application EQUAL OPPORTUNITY LENDER Business Profile Is the following business the: Borrower, Operating Company Legal Business Name: Address/City/State/Zip Code: Nature of Business Taxpayer

More information

Glenville Local Development Corporation

Glenville Local Development Corporation Glenville Local Development Corporation Applicant: Address: Co-Applicant: Address: Name of Business: Street Address: PO Box 2894, Glenville, NY 12325-0894 GlenvilleLDC@nycap.rr.com - 518-688-1221 LOAN

More information

APPLICATION FOR HOUSING

APPLICATION FOR HOUSING APPLICATION FOR HOUSING An Affordable Housing Property Managed by Dunlap & Magee Property Management Inc. Please Print Clearly This is an application for housing at: Property Name: taken by: Received:

More information

Estate Planning Intake Form

Estate Planning Intake Form Estate Planning Intake Form Client s Legal Name: (name most often used to title property and accounts) Also Known As: (other names used to title property and accounts Prefer to be called: Birth : SS# US

More information

VISA APPLICATION CHECKLIST

VISA APPLICATION CHECKLIST 910.655.2274 www.riegelwoodfcu.org VISA APPLICATION CHECKLIST Riegelwood Federal Credit Union is committed to efficient and courteous lending services to our membership. This checklist includes information

More information

APPLICATION FOR ADMISSION LOW INCOME HOUSING TAX CREDIT PROGRAM. Need for. Accessible Unit 60% 50% ACC Other Y/N. Current Address: Apt.

APPLICATION FOR ADMISSION LOW INCOME HOUSING TAX CREDIT PROGRAM. Need for. Accessible Unit 60% 50% ACC Other Y/N. Current Address: Apt. APPLICATION FOR ADMISSION LOW INCOME HOUSING TAX CREDIT PROGRAM Property : FOR OFFICE USE ONLY of Application Time of Need for Application Income Level Accessible Unit 60% 50% ACC Other Y/N Bedroom Size

More information

TFCU offers a variety of business loans for all your business needs!

TFCU offers a variety of business loans for all your business needs! TFCU offers a variety of business loans for all your business needs! When you are ready to apply for a TFCU Business Loan* please bring the following information to your appointment along with your completed

More information

Purchase Application For the Sale of Cooperative Apartment

Purchase Application For the Sale of Cooperative Apartment Purchase Application For the Sale of Cooperative Apartment Today s Date: Cooperative Name: Apt. Address: Purchase Price: Amount of Financing: Deposit on Contract: Number of Shares: Apartment Number: Source

More information

1. APPLICANT INFORMATION. Co-Applicant (spouse must be Co-Applicant) Name Male Female Name Male Female

1. APPLICANT INFORMATION. Co-Applicant (spouse must be Co-Applicant) Name Male Female Name Male Female Return by on to: Habitat for Humanity of Greater Plainfield & Middlesex County 2 Randolph Road Plainfield, NJ 07060 Include 25 processing fee in check or money order only. Questions? Call Plainfield Habitat

More information

Microloan Checklist Supporting documents to provide with loan application

Microloan Checklist Supporting documents to provide with loan application Microloan Checklist Supporting documents to provide with loan application For existing businesses 1. Personal Tax Returns for the last three years on all borrowers who own 20% or more of the business 2.

More information

PERSONAL INFORMATION

PERSONAL INFORMATION Personal Financial Statement (to be completed by Borrower or Guarantor) Property Name: Address: Borrower: APPLICANT NAME EMPLOYER ADDRESS OF EMPLOYER Business Phone Title/Position Yrs. With Employer Home

More information

2017 TOWNSHIP OF GOODLAND POVERTY TAX EXEMPTION APPLICATION

2017 TOWNSHIP OF GOODLAND POVERTY TAX EXEMPTION APPLICATION 2017 TOWNSHIP OF GOODLAND POVERTY TAX EXEMPTION APPLICATION The undersigned property owner and resident of Goodland Township hereby applies for a poverty exemption in whole or in part from property taxation

More information

HOMEOWNERSHIP APPLICATION (Rev. 3/16/17) = Submit a copy of each requested item to the application

HOMEOWNERSHIP APPLICATION (Rev. 3/16/17) = Submit a copy of each requested item to the application PART 1: Applicant(s) Information HOMEOWNERSHIP APPLICATION (Rev. 3/16/17) = Submit a copy of each requested item to the application Application deadline: no exceptions APPLICANT (Head of Household owner

More information

Black Hills Community Economic Development 504 Loan Application

Black Hills Community Economic Development 504 Loan Application Black Hills Community Economic Development 504 Loan Application Company Information Company Name: Address: City: State: Zip: Principal in Charge: Phone: Fax: Secondary Contact Person: Phone: Fax: Email

More information

PERSONAL FINANCIAL STATEMENT AS OF

PERSONAL FINANCIAL STATEMENT AS OF Applicant Name PERSONAL FINANCIAL STATEMENT AS OF PERSONAL INFORMATION Co-Applicant Name Home Address Home Address H o m e P h o n e N o. S o c i a l S e c u r i t y N o. of Birth H o m e P h o n e N o.

More information

Address. PLEASE PRINT. PLEASE ANSWER ALL QUESTIONS! Do not leave any space or blanks, write NO or N/A where appropriate.

Address. PLEASE PRINT. PLEASE ANSWER ALL QUESTIONS! Do not leave any space or blanks, write NO or N/A where appropriate. APPLICATION for LOW INCOME HOUSING TAX CREDIT (LIHTC) PROPERTY Project Name Unit # No. of Bedrooms Phone (home) (Cell) (work) Current Address: Email Address PLEASE PRINT. PLEASE ANSWER ALL QUESTIONS! Do

More information

Tax Organizer. Please Complete And Bring This Organizer To Your Tax Appointment. Tax Year

Tax Organizer. Please Complete And Bring This Organizer To Your Tax Appointment. Tax Year Affix Address Label Tax Organizer Tax Year Please Complete And Bring This Organizer To Your Tax Appointment We are pleased to have you joining us this tax season. Thank you for completing your tax organizer,

More information

APPLICATION FOR HOUSING Low-Income Housing Tax Credit Property

APPLICATION FOR HOUSING Low-Income Housing Tax Credit Property APPLICATION FOR HOUSING Low-Income Housing Tax Credit Property Please Print Clearly This is an application for housing at: Project: Please complete this application and return to: Name: s are placed in

More information

No. of Units 123 Elmdale ST, Dawson, IA Legal Description of Subject Property (attach description if necessary) Other; Detached

No. of Units 123 Elmdale ST, Dawson, IA Legal Description of Subject Property (attach description if necessary) Other; Detached This application is designed to be completed by the applicant(s) with the Lender s assistance. Applicants should complete this form as Borrower or Co-Borrower, as applicable. Co-Borrower information must

More information

1. SUBMIT ONLY ONE APPLICATION PER HOUSEHOLD. You may be disqualified if more than one application is received per lottery for your household.

1. SUBMIT ONLY ONE APPLICATION PER HOUSEHOLD. You may be disqualified if more than one application is received per lottery for your household. APPLICATION FOR RENTAL APARTMENT INSTRUCTIONS: 1. SUBMIT ONLY ONE APPLICATION PER HOUSEHOLD. You may be disqualified if more than one application is received per lottery for your household. 2. Applications

More information

There are costs associated with the use of a credit card. Information about costs, rates and fees may be contained in disclosures provided with this

There are costs associated with the use of a credit card. Information about costs, rates and fees may be contained in disclosures provided with this APPLICATION There are costs associated with the use of a credit card. Information about costs, rates and fees may be contained in disclosures provided with this application or by calling us toll-free or

More information

APPLICANT INFORMATION Applicant's Full Name (First M.I. Last) Social Security Number Citizenship

APPLICANT INFORMATION Applicant's Full Name (First M.I. Last) Social Security Number Citizenship APPLICATION CREDIT REQUESTED Application Date Application ID Amount Requested Term Product Specific Purpose of Loan We intend to apply for Joint Credit. Borrower Co-Borrower What branch would you like

More information

BUSINESS LOAN APPLICATION

BUSINESS LOAN APPLICATION BUSINESS LOAN APPLICATION IMPORTANT INFORMATION: Federal law under the USA Patriot Act requires us to obtain sufficient information to verify your identity. You may be asked several questions and to provide

More information

PERSONAL FINANCIAL STATEMENT

PERSONAL FINANCIAL STATEMENT OMB APPROVAL NO. 3245-0188 EXPIRATION DATE: 8/31/2011 PERSONAL FINANCIAL STATEMENT U.S. SMALL BUSINESS ADMINISTRATION As of, Complete this form for: (1) each proprietor, or (2) each limited partner who

More information

Community Name: Application Checked by: Date: RENTAL APPLICATION SINGLE MARRIED WIDOWED DIVORCED SEPARATED

Community Name: Application Checked by: Date: RENTAL APPLICATION SINGLE MARRIED WIDOWED DIVORCED SEPARATED Community Name: Application Checked by: Date: RENTAL APPLICATION APPLICANT Full Name M/F Relationship to Head of Household Birth Date Apt. # MCD or PP Social Security Number Place of Birth: State: City:

More information

HOME IMPROVEMENT INTAKE FORM

HOME IMPROVEMENT INTAKE FORM 1 Minneapolis Office: 1930 Glenw ood Ave Minneapolis, MN 55405 Neighborhood Housing Services of Minneapolis, NMLSR#394817 Community NHS, dba NeighborWorks Home Partners, NMLSR#363923 Donna Corbo Lending

More information

BUSINESS LOAN APPLICATION

BUSINESS LOAN APPLICATION Borrower s Name: Business Name: Telephone: E-mail: Stó:lō Community Futures Corporation BUSINESS LOAN APPLICATION Date: Building #10 Third Floor, 7201 Vedder Road, Chilliwack, BC V2R 4G5 Phone (604) 858-0009

More information

EQUAL HOUSING OPPORTUNITY. Please Print Clearly

EQUAL HOUSING OPPORTUNITY. Please Print Clearly DePaul Housing Management Corporation Communities for Seniors for FRANCISCAN HEIGHTS SENIOR COMMUNITY 1 St. Anthony Lane, Rensselaer, New York 12144 Phone: (518) 432-3555 Fax: (518) 432-3553 www.depaulhousing.com

More information

DEFENSE FINANCE AND ACCOUNTING SERVICE INDIANAPOLIS CENTER 8899 EAST 56TH STREET INDIANAPOLIS, INDIANA

DEFENSE FINANCE AND ACCOUNTING SERVICE INDIANAPOLIS CENTER 8899 EAST 56TH STREET INDIANAPOLIS, INDIANA DEFENSE FINANCE AND ACCOUNTING SERVICE INDIANAPOLIS CENTER 8899 EAST 56TH STREET INDIANAPOLIS, INDIANA 46249-3300 Instructions for submission of reduced payment: IT IS VERY IMPORTANT TO READ THE FOLLOWING

More information

CITY OF SAGINAW ONE-YEAR POVERTY EXEMPTION APPLICATION

CITY OF SAGINAW ONE-YEAR POVERTY EXEMPTION APPLICATION THIS INFORMATION IS SUBJECT TO FREEDOM OF INFORMATION ACT TAX YEAR PARCEL ID# CITY OF SAGINAW ONE-YEAR POVERTY EXEMPTION APPLICATION I,,Petitioner, being the owner and residing at the property that is

More information

MyCaseInfo. Client Questionnaire

MyCaseInfo. Client Questionnaire Client Questionnaire Questions denoted with a * will only show if you stated that you are married or have a common-law marriage. Also, if you have a marriage status of married or common-law, questions

More information

Micro-Loan Program Application

Micro-Loan Program Application Micro-Loan Program Application Section 1. Instructions Application must be submitted and approved before any commitment has been made. Complete and submit the original application and supporting documents

More information

9404 Genesee Avenue, Ste#100, La Jolla, CA P F Member FDIC Equal Housing Lender

9404 Genesee Avenue, Ste#100, La Jolla, CA P F Member FDIC Equal Housing Lender Thank you for considering CalPrivate Bank for your financing needs. In order that we may promptly process your request we would need the following completed information: All Loans: Loan Application -attached

More information

Name: Date of Birth: Other names used in last eight years: Home Address: Soc Sec #: Home Phone #: Occupation: Work Phone #: Date started at this job:

Name: Date of Birth: Other names used in last eight years: Home Address: Soc Sec #: Home Phone #: Occupation: Work Phone #: Date started at this job: 111 West Washington Suite 1051 Chicago, Illinois 60602 312.781.0996 MAIL TO: #206 1954 First Avenue Highland Park, IL 60035 312.962.4941 facsimile josephwrobel@chicagobankruptcy.com www.chicagobankruptcy.com

More information

1. Type of Application. Joint Credit By initialing below, you intend to apply for joint credit. 2. Type of Requested Credit

1. Type of Application. Joint Credit By initialing below, you intend to apply for joint credit. 2. Type of Requested Credit Credit Application Creditor ( You means Applicant, et al; and We means Creditor) Check only one of the three types: Individual Credit You are relying solely on your income or assets. Individual Credit

More information

CADA DEALER BOND INSTRUCTIONS

CADA DEALER BOND INSTRUCTIONS CADA DEALER BOND INSTRUCTIONS 1) Complete Pages 1-2: CADA DEALER Bond Application (*Required) 2) Complete Pages 3-4 : HCC Colorado Application for License, Permit and Misc Bonds (*Required) Page 3 : Section

More information

FRANCHISE QUALIFICATION REPORT

FRANCHISE QUALIFICATION REPORT Primo Franchising, Inc 610 Ryan Avenue, Building V-4 Westville, NJ 08093 PH: 856-742-1999 Fax: 856-742-5000 Revised 1/25/2017 PERSONAL INFORMATION Date: FRANCHISE QUALIFICATION REPORT Name: Email: Address:

More information

CONVENTIONAL / SBA LOAN APPLICATION BUSINESS LOAN APPLICATION CHECKLIST

CONVENTIONAL / SBA LOAN APPLICATION BUSINESS LOAN APPLICATION CHECKLIST CONVENTIONAL / SBA LOAN APPLICATION BUSINESS LOAN APPLICATION CHECKLIST Please use this checklist as a guide to the documentation necessary to complete the processing of your business loan. If certain

More information

P E R S O N A L F I N A N C I A L S T A T E M E N T AS OF

P E R S O N A L F I N A N C I A L S T A T E M E N T AS OF P E R S O N A L F I N A N C I A L S T A T E M E N T AS OF Complete this form for: (1) each proprietor, (2) each limited partner who owns 20% or more interest and each general partner, (3) each stockholder

More information

APPLICATION FOR HOUSING

APPLICATION FOR HOUSING APPLICATION FOR HOUSING Low-Income Housing Tax Credit Property Please Print Clearly Project: This is an application for housing at: Please complete this application and return to: Name: s are placed in

More information

Uniform Residential Loan Application

Uniform Residential Loan Application Uniform Residential Loan Application I. TYPE OF MORTGAGE AND TERMS OF LOAN Mortgage Applied for: Amortization Type: II. PROPERTY INFORMATION AND PURPOSE OF LOAN Complete this line if construction or construction-permanent

More information

APPLICATION FOR AFFORDABLE HOME OWNERSHIP DEVELOPMENT PROGRAM. Name: Address: Phone # (Home) (Work)

APPLICATION FOR AFFORDABLE HOME OWNERSHIP DEVELOPMENT PROGRAM. Name: Address: Phone # (Home) (Work) CORTLAND HOUSING ASSISTANCE COUNCIL, INC. 36 Taylor Street Cortland, NY 13045 (607) 753-8271 APPLICATION FOR AFFORDABLE HOME OWNERSHIP DEVELOPMENT PROGRAM Name: Address: Phone # (Home) (Work) On the chart

More information

RENTAL HOUSING APPLICATION

RENTAL HOUSING APPLICATION SAMPLE RH-3 RENTAL HOUSING APPLICATION This is a preliminary application for apartment at. It holds no lease or rent obligations. All information will be verified by the management prior to an applicant

More information

FINANCIAL STATEMENT PERSONAL INFORMATION. Name. Home Address. Social Security # Home Phone. Employer. Employer Address. Title.

FINANCIAL STATEMENT PERSONAL INFORMATION. Name. Home Address. Social Security # Home Phone. Employer. Employer Address. Title. FINANCIAL STATEMENT Submitted to Farmers State Bank as of Page 1 of 5 Name APPLICANT PERSONAL INFORMATION Name CO-APPLICANT Home Address Home Address Email Address Email Address Social Security # Birthdate

More information

All-In-One Business Loan Application

All-In-One Business Loan Application All-In-One Business Loan Application T NORTHERN FIRST B NORTHERN BANK FIRST NORTHERN BANK FIRST NORTHERN BANK All-in-One Commercial Loans - less paperwork and quicker solutions. The world isn t slowing

More information

Borrower Date Borrower Date

Borrower Date Borrower Date Ent Credit Union P.O. Box 15819 Colorado Springs, CO 80935-5819 (719) 574-1100 800-525-9623 Ent.com AUTHORIZATION TO RELEASE CREDIT INFORMATION I/We hereby authorize Ent Credit Union, as my Lender, to

More information

Thank you again and we look forward to serving you! Careswell Morris Property Services, LLC RENTAL APPLICATION FORM

Thank you again and we look forward to serving you! Careswell Morris Property Services, LLC RENTAL APPLICATION FORM , CMPS Cell: (301) 343-8159 Fax: 866-936-6116 Buttner01@gmail.com RENTAL APPLICATION FORM CMPS. thanks you in advance for your interest in renting one of our properties. We realize your housing needs are

More information