Generic Commercial Loan Application Form – Fill Out and Use This PDF

2.

$

$

3.

$

$

A.

Applicant Information

Legal Name of Applicant (Borrower)

DBA (If Applicable)

Tax I.D. Number

Principle Place of Business Address (not P.O. Box)

City

State

County

Zip

Mailing Address (if different)

City

State

Zip

Key Contact Name

Business Telephone Number

Business Fax Number

( )

( )

Date Business Established

Current ownership (# of years)

State of Registration

Annual Sales

Net Profit-prev yr

$

$

Describe applicant's product/service

Number of Employees

Type of Ownership (Select One)

General Partnership

Limited Partnership

Non Profit

E-Mail Address (By providing this information, I authorize The

Proprietorship

C-Corp.

S-Corp.

LLC

Professional Association

LLP

Bankers Group to send me information via e-mail)

Who does applicant currently do their business banking with?

Is applicant willing to move their banking relationship in conjunction with their loan?

YES

NO

B.

Owners Information

Name

Social Security Number

%

Title

Ownership

Key Contact Name and Phone Number

For more than four owners attach additional sheet(s).

C.

Loan Disclosures (Refinance)

Current lender

Rate

Start date

Monthly

Current balance

payment

Property gross annual revenues

Annual expenses

Type of property

Number of

Estimated value

Tenants

D.

Loan Disclosures (Purchase)

Purchase price

Will purchaser occupy 51%

Type of property

Down payment

Estimated value

or more of the property

Property gross annual

Annual expenses

Number of tenants

Is the property under contract

Anticipated settlement date

revenues

E.

Other Information

Settlement agent name

Insurance Company Phone Number (

)

Settlement agent phone number

Insurance Company Fax Number

(

)

Is the seller of the property willing to carry a second trust? (Purchase only)

Yes*

No

Has The Applicant Ever Declared Bankruptcy Or Had Any Judgments, Repossessions,

Yes*

No

Garnishments Or Other Legal Proceeding Filed Against Them?

Is the applicant currently under contract with any other mortgage brokers?

Yes*

No

Are Any Tax Obligations, Including Payroll or Real Estate Taxes, Past Due?

Yes*

No

Is The Applicant Liable On Debts Not Shown, Including Any Contingent Liabilities Such As Leases,

Yes*

No

Endorsements, Guarantees, Etc.?

Is The Applicant Currently A Defendant In Any Suit Or Legal Action?

Yes*

No

*If you answered yes to any of the above questions, please provide an explanation on a separate sheet

F.

Certification And Signatures

Business Name:_________________________________________________________________

*As of_____________, 20____

*Should match the inancial statement to be submitted.

Creditor

Original

Original

Present

Interest

Maturity

Monthly

Security

Current or

Name/address

amount

date

balance

rate

date

payment

delinquent

Total present

Total monthly

balance**

payment

Signature:_________________________________________________________

Title:______________________________________

Date Signed:___________________________

U.S. SMALL BUSINESS ADMINISTRATION

As of

,

Name

Business Phone

Residence Address

Residence Phone

City, State, & Zip Code

Business Name of Applicant/Borrower

ASSETS

(Omit Cents)

LIABILITIES

(Omit Cents)

Cash on hand & in Banks

$

Accounts Payable

$

Savings Accounts

$

Notes Payable to Banks and Others

$

IRA or Other Retirement Account

$

(Describe in Section 2)

Accounts & Notes Receivable

$

Installment Account (Auto)

$

Life Insurance­Cash Surrender Value Only

$

Mo. Payments

$

(Complete Section 8)

Installment Account (Other)

$

Stocks and Bonds

$

Mo. Payments

$

(Describe in Section 3)

$

Loan on Life Insurance

$

Real Estate

Mortgages on Real Estate

$

(Describe in Section 4)

(Describe in Section 4)

Automobile­Present Value

$

Unpaid Taxes

$

Other Personal Property

$

(Describe in Section 6)

(Describe in Section 5)

Other Liabilities

$

Other Assets

$

(Describe in Section 7)

(Describe in Section 5)

Total Liabilities

$

$

Net Worth

Total

$

Total

$

Section 1.

Source of Income

Contingent Liabilities

Salary

$

As Endorser or Co­Maker

$

Net Investment Income

$

Legal Claims & Judgments

$

Real Estate Income

$

Provision for Federal Income Tax

$

Other Income (Describe below)*

$

Other Special Debt

$

Description of Other Income in Section 1.

SBA Form 413 (3­00) Previous Editions Obsolete

(tumble)

Section 4. Real Estate Owned.

(List each parcel separately. Use attachment if necessary. Each attachment must be identified as a part

of this statement and signed.)

Property A

Property B

Property C

Type of Property

Address

Date Purchased

Original Cost

Present Market Value

Name &

Address of Mortgage Holder

Mortgage Account Number

Mortgage Balance

Amount of Payment per Month/Year

Status of Mortgage

Section 5. Other Personal Property and Other Assets.

(Describe, and if any is pledged as security, state name and address of lien holder, amount of lien, terms

of

payment and if delinquent, describe delinquency)

Section 6.

Unpaid Taxes.

(Describe in detail, as to type, to whom payable, when due, amount, and to what property, if any, a tax lien attaches.)

Section 8.

Life Insurance Held.

(Give face amount and cash surrender value of policies ­ name of insurance company and beneficiaries)

Signature:

Date:

Social Security Number:

Signature:

Date:

Social Security Number:

PLEASE NOTE:

The estimated average burden hours for the completion of this form is 1.5 hours per response. If you have questions or comments

concerning this estimate or any other aspect of this information, please contact Chief, Administrative Branch, U.S. Small Business