How To Fill Out Bank Application PDF Details

Filling out a bank application form, such as a Loan Application or Personal Financial Statement, is a critical first step in securing financial support for your goals, whether it's for personal, home, or business financing. These forms, commonly found through financial institutions like the example from www.bankofadvance.com, require detailed information about the applicant and, if applicable, a co-applicant. It begins with basic personal details such as names, addresses, employment information, and extends to more comprehensive financial data including assets, liabilities, income sources, and net worth. Schedules for listing cash deposits, real estate owned, vehicles, and other notable assets are provided to structure the applicant's financial snapshot. Additionally, liabilities schedules are crucial for outlining any debts or monthly payments, which helps the lender assess the applicant's creditworthiness. Crucial sections also cover marital status, obligations like child support, and any adverse financial events such as bankruptcy. The form concludes with an affirmation by the applicants regarding the accuracy of the information provided and permissions for the bank to obtain further credit information, emphasizing the importance of full disclosure and accuracy in achieving a successful application process.

QuestionAnswer
Form NameHow To Fill Out Bank Application
Form Length4 pages
Fillable?No
Fillable fields0
Avg. time to fill out1 min
Other namesapplication form manage a bank template doc, bank application form format, printable bank application form, sample bank application

Form Preview Example

Loan Application/Personal Financial Statement

www.bankofadvance.com

Advance Lending Center

Bowen Banking Center

205 S. Ash

415 W. 5th

P.O. Box 400

P.O. Box 215

Advance, MO 63730

Bowen, IL 62316

Phone: (573) 722-3518

Phone: (217) 842-5234

Fax: (573) 722-2500

Fax: (217) 842-5232

Application Date: ____________________

Amount of Loan Request:______________

Payment Date Requested:_____________

Purpose:___________________________

Chaffee Banking Center

Dexter Banking Center

102 E. Yoakum

1428 W. Bus. Hwy 60

P.O. Box 7

P.O. Box 829

Chaffee, MO 63740

Dexter, MO 63841

Phone: (573) 887-3551

Phone: (573) 624-1500

Fax: (573) 887-6008

Fax: (573) 624-3909

Please tell us about yourself and co-applicant, if applicable

 

Applicant's Name

 

 

 

 

 

 

 

 

Co-applicant's Name

 

 

 

 

 

 

 

 

 

 

 

 

Home Address Number and Street

 

 

 

 

Home Address Number and Street

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

City, State, Zip Code

 

 

 

 

 

County/Country

 

City, State, Zip Code

 

 

County/Country

 

 

 

 

 

 

 

 

 

 

 

 

 

 

E-mail Address

 

 

 

 

 

Cell Phone No.

 

E-mail Address

 

 

Cell Phone No.

 

 

 

 

 

 

 

 

 

 

 

 

Social Security Number

 

 

Home Phone No.

Date of Birth

 

Social Security Number

Home Phone No.

Date of Birth

 

 

 

 

 

 

 

 

 

 

 

Driver's License No.

 

 

No. Dependents

Age of Dependents

 

Driver's License No.

No. Dependents

Age of Dependents

 

 

 

 

 

 

 

 

 

 

 

 

 

Applicant's Previous Home Address

 

 

 

 

 

 

 

Yrs/Mos

 

 

 

 

 

 

 

 

 

 

 

Business Name or Employer

 

 

Self Employed (Additional Info Required

 

Co-applicant's Employer

Self Employed (Additional Info Required)

 

 

 

 

 

 

 

 

 

Business Address Number and Street

 

 

Yrs/Mos

 

Business Address Number and Street

Yrs/Mos

 

 

 

 

 

 

 

 

 

 

 

 

 

 

City, State, Zip Code

 

 

 

 

 

Business Phone

 

City, State, Zip Code

 

 

Business Phone

 

 

 

 

 

 

 

 

 

 

 

 

 

Position

 

 

 

Personal Monthly Employment Income

 

Position

 

Personal Monthly Employment Income

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Previous Employer

 

 

 

 

 

Yrs/Mos

 

 

Previous Employer

 

 

Yrs/Mos

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

About Applicant/Co-applicant

Other Monthly Income

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

You need not disclose alimony, child support or separate maintenance income unless you want us to consider it for purposes of this application.

 

Monthly Interest & Dividend

 

 

Rental Income $

Other Monthly Income $

 

Please describe the sources of Other Income.

 

 

Income $

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Marital Status

 

 

 

 

 

 

 

 

 

 

 

Do not complete if this is an Application for Individual unsecured credit.

 

 

Applicant

Married

Separated

Unmarried (including single, divorced and widowed)

 

 

 

 

Co-Applicant

Married

Separated

 

Unmarried (including single, divorced and widowed)

 

 

 

 

 

 

 

 

 

 

 

About Your Existing Loans and Accounts

 

 

 

 

Rent Home

 

 

 

 

 

 

 

 

 

 

 

 

 

Own Home in the following name(s):

 

 

 

 

 

 

 

 

 

Monthly Rent or Payment $

 

Purchase Price $

Original Loan Amount $

 

Balance Owing $

Present Value $

Date Purchased

 

 

 

 

 

 

 

 

 

 

 

Name and address of Mortgage Holder or Landlord

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Name of My Bank

 

 

 

 

 

 

 

 

Checking Account No.

 

Savings Account No.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Yes

Date:

(Attach details)

 

Monthly child support or separate maintenance payment $

 

 

Have you ever had a judgment filed

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

against you or declared bankruptcy?

No

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Name of nearest relative not living with you:

 

Address

 

 

 

Phone No.

Relationship

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

ASSETS

 

OBLIGATIONS

 

Description

Amount

 

Amount Owed

Monthly Pmts

1.

Cash,

 

10.

Bank

 

Complete Schedule 1 (on back)

 

Loans-Unsecured

 

 

 

$

 

$

$

2.

Stocks or Bonds

 

11.

Bank

 

Complete Schedule 2 (on back)

 

Loans- Secured

 

 

 

$

 

$

$

3.

Real Estate Complete Schedule 3

 

12.

Real Estate Loans Complete

 

(on back)

 

Schedule 3 (on back)

 

 

 

$

 

$

$

4.

Automobile(s)

 

13.

Auto Loans or Lease Pmts

 

Complete Schedule 4 (on back)

 

Complete Schedule 4 (on back)

 

 

 

$

 

$

$

5.

Cash Value of Life Insurance

 

14.

Life Ins. Loans

 

(face value) $_______________

 

Complete Schedule 5

 

Complete Schedule 5 (on back)

$

(on back)

$

 

 

 

$

6.

Notes Receivable

 

15.

Credit Cards

 

 

 

 

Complete Schedule 7 (on back)

 

 

 

$

 

$

$

7.

IRA, Keogh or Retirement Funds

 

16.

Other Liabilities

 

Complete Schedule 6 (on back)

 

Complete Schedule 9 (on back)

 

 

 

$

 

$

$

8.

Other Assets Complete Schedule 8

 

 

 

 

(on back)

 

 

 

 

 

 

$

 

$

$

9.Networth of Business (attach financial statement)

$

$

$

TOTAL ASSETS

$

TOTAL LIABILITIES

$

$

NET WORTH

$

Please attach any additional information that will be helpful in approving your application.

I/We represent that this application is complete and accurate and fully reflects my/our financial condition on the date shown below. I/We authorize Lender to obtain a credit report and any other information it deems necessary about my/our credit worthiness. I/We agree to notify Lender immediately, in writing, of any adverse change in my/our financial condition. I/We understand that Lender will retain this applicaiton whether or not it is approved. Lender may share transaction and experience information about me/us with its affiliates/subsidiaries. ___Lender does not share other information such as applicaiton or consumer report information. ___Lender may share other information such as application or consumer report information unless I/We direct Lender not to do so by initialing here. ____________

We intend to apply for joint credit.

_____________________________________________

__________________________________

 

Applicant

Co-Applicant

 

_____________________________________________________

____________________________________________________

X Applicant's Signature

Date

X Co-Applicant's Signature

Date

ASSETS AND LIABILITIES SCHEDULE

SCHEDULE 1 - CASH DEPOSITS

 

FINANCIAL INSTITUTION

 

ACCOUNT NUMBER

 

 

AMOUNT

 

 

 

 

 

$

 

 

 

 

 

 

$

 

 

 

 

 

 

$

 

 

 

 

 

 

$

 

 

 

 

 

TOTAL

$

 

 

 

SCHEDULE 2 - STOCKS AND BONDS OWNED

 

 

 

NO. OF SHARES

COMPANY

 

REGISTERED IN NAME(S) OF:

MKT VALUE

MARKET VALUE

 

 

 

 

PER SHARE

 

 

 

$

$

 

 

 

$

$

 

 

 

$

$

 

 

 

$

$

 

 

 

$

$

 

$

$

TOTAL $

SCHEDULE 3 - REAL ESTATE OWNED

DESCRIPTION OF PROPERTY

ORIGINAL LOAN AMOUNT

EQUITY

MARKET

VALUE

MONTHLY PMT

PRESENT BALANCE

TOTAL$

$

$

$

 

 

YEAR

MAKE

SCHEDULE 4 - AUTOMOBILES AND OTHER TITLED VEHICLES

 

MODEL

VALUE

MONTHLY PMT

PRESENT BALANCE

TOTAL

$

$$

SCHEDULE 5 - LIFE INSURANCE

COMPANY

BENEFICIARY

FACE VALUE

CASH VALUE OF LIFE

POLICY LOANS

 

 

 

INSURANCE

 

$

$

$

$

$

$

$

$

$

TOTAL

$

$

 

$

SCHEDULE 6 - IRA, KEOGH OR RETIREMENT FUNDS

 

 

FINANCIAL INSTITUTION

 

 

VESTED INTEREST

 

 

 

 

$

 

 

 

 

$

 

 

 

 

$

 

 

 

 

$

 

 

 

TOTAL

$

SCHEDULE 7 - CREDIT CARDS

 

 

 

COMPANY

ACCOUNT NUMBER

MONTHLY PMTS

PRESENT BALANCE

TOTAL $

SCHEDULE 8 - OTHER ASSETS

$

DESCRIPTION

VALUE

 

 

 

$

 

 

 

$

 

 

 

$

 

 

 

$

 

 

 

 

 

 

 

 

TOTAL

$

 

SCHEDULE 9 - OTHER LIABILITIES

 

 

 

DESCRIPTION

SECURITY

MONTHLY PMT

 

PRESENT BALANCE

 

$

 

$

 

$

 

$

 

$

 

$

$

$

TOTAL $

$

How to Edit How To Fill Out Bank Application Online for Free

Our top level software engineers worked hard to set-up the PDF editor we are now extremely pleased to deliver to you. This application enables you to quickly complete bank account form sample and saves valuable time. You need to simply adhere to this specific procedure.

Step 1: To begin the process, choose the orange button "Get Form Now".

Step 2: After you have accessed the bank account form sample editing page you can discover the whole set of functions you may carry out with regards to your document in the upper menu.

You'll have to enter the next details so that you complete the template:

step 1 to writing questions in filling bank form

Provide the requested data in the field Business Address Number and Street, YrsMos, Business Address Number and Street, YrsMos, City State Zip Code, Business Phone, City State Zip Code, Business Phone, Position, Personal Monthly Employment Income, Position, Personal Monthly Employment Income, Previous Employer, YrsMos, and Previous Employer.

step 2 to entering details in questions in filling bank form

Put together the key particulars in the Name of My Bank, Checking Account No, Savings Account No, Have you ever had a judgment filed, Yes, Date, Attach details, Monthly child support or separate, Name of nearest relative not, Address, Phone No, and Relationship section.

Completing questions in filling bank form part 3

You will have to spell out the rights and obligations of each party in section ASSETS, OBLIGATIONS, Amount, Amount Owed, Monthly Pmts, Description, Cash Complete Schedule on back, Stocks or Bonds Complete Schedule, Real Estate Complete Schedule on, Automobiles Complete Schedule on, Cash Value of Life Insurance face, Notes Receivable, IRA Keogh or Retirement Funds, Other Assets Complete Schedule, and Networth of Business attach.

stage 4 to filling out questions in filling bank form

Finalize by checking the next sections and completing them as needed: TOTAL ASSETS, TOTAL LIABILITIES, Please attach any additional, NET WORTH, We intend to apply for joint credit, Applicant, CoApplicant, X Applicants Signature, Date, X CoApplicants Signature, and Date.

Filling out questions in filling bank form stage 5

Step 3: After you have selected the Done button, your document should be obtainable for export to any kind of gadget or email you specify.

Step 4: It may be more convenient to keep duplicates of the form. You can rest assured that we won't distribute or see your data.

Watch How To Fill Out Bank Application Video Instruction

How To Fill Out Bank Application isn’t the one you’re looking for?

Related Documents

  • Jk Bank Customer Relationship Form

    "... The jammu-Kashmir Bank ltd Corporate Headquarters Road srinagar, 190001 Customer id No Account No Date Office Use Only Branch Customer Relation Form nr Accounts We wish to open the following accounts with our ank at ..."

  • Andhra Bank Customer Id

    "... application form for availing ab internet banking services individual join th uf and sole proprietor concerns request you to register me for internet banking for operating my the joint accounts enclose here to the mandates from the other joint account holders account number affix latest customer id passport photo here full name firm names address for communication local abroad passwords will be sent to this address mo ludo or no street locality all city district state pin fille phone no mobile landline sea email idp no dateofbirth place of birth tia mr sex male female 10 marital status single married of nr 11 date of marriage optional es 12 mothers maiden name 13 status of applicant resident indian nonresident indian foreigner 14 facility required view only view and tax payment rd party funds transfer cid cid cid cid cid cid cid cid cid cid cid cid 10 cid 11 cid 12 cid 13 cid cid cid cid 10 cid cid cid cid 14 cid 11 cid 15 cid cid cid cid 15 cid 16 cid 17 cid cid cid cid 16 cid 17 cid 15 cid 18 cid 15 cid 17 cid 12 cid 17 cid cid cid cid 19 cid 11 cid 15 cid 20 cid 21 cid cid 22 cid 12 cid cid cid 12 cid 13 cid cid 23 cid 10 cid 13 cid cid 24 cid 16 cid cid 12 cid 13 cid 16 cid 12 cid cid cid 25 cid 19 cid 16 cid 26 ..."

  • Hong Leong Bank Dispute Form

    "... Date card holder visa mastercard not I have reviewed my credit card statement and determined that this transaction was incorrectly charged. The attached cancellation letter details how my account was charged. ..."

  • Indian Overseas Bank

    "... Indian foreign bank account opening form to non-resident indians ..."

Please rate How To Fill Out Bank Application

1 Votes

Related Resources

If you believe this page is infringing on your copyright, please familiarize yourself with and follow our DMCA notice and takedown process - click here to proceed .