How To Fill Out Bank Application PDF Details

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QuestionAnswer
Form NameHow To Fill Out Bank Application
Form Length2 pages
Fillable?No
Fillable fields0
Avg. time to fill out30 sec
Other namesbank account application form sample, sample bank application form, bank application form format, loan application personal financial statement

Form Preview Example

Loan Application/Personal Financial Statement

Application Date: ____________________

Amount of Loan Request:______________

Payment Date Requested:_____________

Purpose:___________________________

To be completed by interviewer

This application was taken by:

Face to face Interview

Mail

Telephone

Internet

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 Income $

Rental Income $

Other Monthly Income $

Please describe the sources of Other 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.

 

 

 

 

 

 

 

 

Have you ever had a judgment filed

 

Yes

Date:

(Attach details)

Monthly child support or separate maintenance payment $

 

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

MONTHLY PMT

PRESENT BALANCE

 

 

 

 

 

 

 

 

 

 

VALUE

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

TOTAL

$

 

$

 

 

$

$

 

 

 

 

 

SCHEDULE 4 - AUTOMOBILES AND OTHER TITLED VEHICLES

 

 

 

YEAR

 

 

MAKE

 

MODEL

 

VALUE

 

MONTHLY PMT

PRESENT VALUE

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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

$

 

 

 

$

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