Suntrust Small Business Form – Fill Out and Use This PDF

The Suntrust Small Business Form serves as a comprehensive statement of financial condition, gathering vital information from applicants and, if applicable, co-applicants who seek joint credit. This document meticulously captures a range of data, including personal details, employment history, and a detailed financial inventory encompassing assets, liabilities, income, and expenses. With its structured format, the form facilitates a clear assessment of an individual's or business's financial standing, which is crucial for Suntrust in making informed lending decisions.

Filling out this form with accuracy is the first step towards securing the financial support your business needs. Click the button below to start the process.

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Suntrust Small Business Form PDF Details

The Suntrust Small Business form serves as a comprehensive document designed to holistically evaluate the financial positioning of both an applicant and, if applicable, a co-applicant seeking credit. At the onset, Section 1 of the form meticulously gathers personal information including, but not limited to, names, social security numbers, addresses, and employment details, ensuring a thorough background assessment. Notably, this section extends to enquire about the nearest relatives not living with the applicant, an inclusion highlighting the depth of the information required. Moving forward, Section 2 parallels the structure of Section 1 but is dedicated to a co-applicant, underlining the intent for joint credit when completed. A key aspect of the form is Section 3, where it diverges into a nuanced evaluation of the applicant's and co-applicant's financial conditions, listing assets and liabilities in a structured manner. Assets range from liquid cash and investments to more tangible forms such as real estate and personal property. Conversely, liabilities encompass secured and unsecured debts, credit lines, and specific obligations like unpaid taxes. Importantly, this section demands clarity on the ownership of listed assets and liabilities, requiring indications of whether they belong to the applicant, co-applicant, or are held jointly. Additionally, income sources and contingent liabilities are explored, providing a rounded picture of fiscal health and potential financial obligations. Special schedules attached allow for detailed entries of assets and credit history. Finally, the form concludes with attestations by the applicants regarding the truthfulness of the information provided and consents for credit inquiries, solidifying the document's role in the credit evaluation process. This form epitomizes the intricate blend of personal and financial data collection fundamental to assessing creditworthiness in today's financial landscape.

Question	Answer
Form Name	Suntrust Small Business Form
Form Length	2 pages
Fillable?	No
Fillable fields	0
Avg. time to fill out	30 sec
Other names	suntrust financial statement online, suntrust bank statement pdf, suntrust bank statement template, blank suntrust bank statement

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Section 1: Applicant Information

Name

Date of Birth		Social Security Number

Residence Address

City		State		Zip

Position/Occupation				Number of Years

Employer Name

Residential Telephone		Business Telephone

Nearest Relative Not Living With Me		Relationship		Telephone

Address

City		State			Zip

Driver’s License/ID Number	Expiration Date		Date Issued		State Issued

Personal Financial Statement

Section 2: Co-Applicant Information*

Name

Date of Birth		Social Security Number

Residence Address

City		State		Zip

Position/Occupation				Number of Years

Employer Name

Residential Telephone		Business Telephone

Nearest Relative Not Living With Me		Relationship		Telephone

Address

City		State			Zip

Driver’s License/ID Number	Expiration Date		Date Issued		State Issued

*When completed and signed denotes your intent to apply for joint credit.

Section 3: Statement of Financial Condition as of

Indicate “A” (Applicant), “C” (Co-Applicant), or “J” (Jointly Held With Others) in column next to assets and liabilities listed to indicate to whom item applies.

ASSETS

A, C or J

Dollar Amount

LIABILITIES

A, C or J

Dollar Amount

Cash on Hand and In Banks (Schedule A)

Secured Notes Payable to Banks (Schedule E)

IRAs, 401(k), Retirement Assets

Unsecured Notes Payable to Banks (Schedule E)

U.S. Gov’t, Marketable Securities (Schedule B)

Due to Brokers, Margin Loans (Schedule E)

Securities Held By Broker in Margin Accounts

Amounts Payable To Others (Secured)

Restricted/Control Stocks (Public Company Only)

Credit Cards (Schedule E)

Real Estate Owned (Schedule C)

Equity Lines (Schedule E)

Loans Receivable

Unpaid Taxes (Income, Property, etc.)

Life Insurance Cash Value (Schedule D)

Real Estate Mortgages Payable (Schedule C)

Value of Closely Held Business

Other Debts (itemize)

Vehicles/Other Personal Property

Other Assets (itemize)

TOTAL LIABILITIES

$0.00

NET WORTH

$0.00

TOTAL ASSETS

$0.00

TOTAL: LIABILITIES AND NET WORTH

$0.00

INCOME FOR YEAR ENDED

Applicant

Co-Applicant

EXPENSES

Salary

Rent (Payment)

Bonuses and Commissions

Alimony

Interest and Dividends

Child Support

Rental Income

Tuition

Other Income (Alimony/child support need not be

PERSONAL INFORMATION (Both Applicant and Co-Applicant)

revealed if you do not wish to have it considered

Are you a U.S. Citizen?

Yes

as a basis for repaying this obligation.)

TOTAL INCOME

$0.00

Are you an officer or an immediately family member/dependent

Yes

CONTINGENT LIABILITIES

of an officer of a SunTrust Banks, Inc. controlled entity?

Do you have contingent liabilities? If Yes, describe:

Do you have a will?

Yes

If Yes

Executor Name:

Are you a partner or officer in another venture?

Yes

If Yes,

Describe:

Income tax settled through (date)

As endorser, co-maker or guarantor?

Are any assets pledged other than as described on schedules?

Yes

If Yes,

On leases or contracts?

Describe:

Legal claims

Are you a defendant in any suits or legal actions?

Yes

If Yes,

Other special debt

Describe:

Amount of contested income tax liens

Have you or your businesses ever been declared bankrupt?

Yes

COMPLETE THE SCHEDULES ON THE NEXT PAGE AND PROVIDE SIGNATURE.

317943 (10/08)	Page 1 of 2
SunTrust Corporate Forms

SCHEDULE A: Cash and Investments


Account Type	Bank/Broker Name	In Name Of	Pledged?			Current Balance
			Yes		No
			Yes		No
			Yes		No
			Yes		No
			Yes		No
			Yes		No
				TOTAL		$0.00

SCHEDULE B: U.S. Government and Marketable Securities

Number of Shares	Description	In Name Of	Pledged?		Date of Value		Value
			Yes	No
			Yes	No
			Yes	No
			Yes	No
						TOTAL	$0.00

SCHEDULE C: Real Estate Owned

				(2) Property Description
	(1)		Type: Commercial (C), Residential (R), Agricultural (A).				(3)			(4)			(5)
	(1)		Use: Home, Lot, Office, Rental, Warehouse.				(3)			(4)			(5)
			Use: Home, Lot, Office, Rental, Warehouse.
		Property Address	Size: Square Footage.					Cost	Date Acquired			Current Market Value
			Type	Use	Size
1
2
3
4
5
6
								GRAND TOTAL					$0.00

	(6)			(7)	(8)			(9)			(10)			(11)
	(6)			(7)	Mortgage			Monthly			Monthly Rental			Ownership
		Lender Name		Name on Title	Mortgage			Monthly			Monthly Rental			Ownership
		Lender Name		Name on Title	Balance			Payment			Income			Percentage
					Balance			Payment			Income			Percentage
	1												%
2													%
	3												%
	4												%
5													%
6													%
						GRAND TOTAL						$0.00

SCHEDULE D: Life Insurance Carried (Including Whole Life and Group Insurance)

Insurance Company Name

Policy Owner

Beneficiary

Face Amount

Policy Loans

Cash Surrender Value

TOTAL$0.00

SCHEDULE E: Banks/Finance Companies Where Credit Has Been Obtained

Lender Name

Collateral Description

Type

(Line of Credit, Term Loan)

Maximum Line Amount

Monthly Payment

Current Balance

Maturity

TOTAL $0.00

It is my/our intent to apply for individual/joint credit. Therefore, each of the undersigned hereby instructs, consents and authorizes SunTrust Bank, or any affiliate, subsidiary or other entity related thereto (“Lender”) to obtain a consumer credit report and any other information relating to their individual credit status in the following circumstances: (a) relating to the opening of an account or upon application for a loan or other product or service offered by Lender by a commercial entity of which the undersigned is a principal, member, guarantor or other party, (b) thereafter, periodically according to the Lender’s credit review and audit procedures, and (c) relating to Lender’s review or collection of a loan, account, or other Lender product or service made or extended to a commercial entity of which the undersigned is a principal, member, guarantor or other party.

Each of the undersigned certify that everything stated on the first page and second page of this Personal Financial Statement and any other documents or information submitted in connection with this Personal Financial Statement is true, accurate and complete. Each of the undersigned understands that Lender will retain this Personal Financial Statement. Each of the undersigned hereby authorize Lender to verify at any time any information submitted to Lender by or on behalf of the undersigned; obtain further information concerning the credit standing of the undersigned, including without limitation, credit and employment history; and exchange credit information concerning the undersigned with other individuals or entities, including, without limitation, any affiliate, subsidiary or other entity related to SunTrust Bank. Each of the undersigned authorize Lender to consider this Personal Financial Statement as a continuing statement of financial condition until replaced by a new Personal Financial Statement or until the undersigned specifically notifies Lender in writing of any change in such financial condition.

This Personal Financial Statement, including the consent to obtain consumer credit report contained above is executed by the undersigned(s) on the date(s) listed below.

Applicant Signature (Required)		Co-Applicant Signature (Required if Section 2 is Completed)

Print Name	Date Signed	Print Name	Date Signed

317943 (10/08)	Page 2 of 2
SunTrust Corporate Forms

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2. Soon after performing the previous part, go on to the next stage and enter all required details in these blanks - RestrictedControl Stocks Public, Real Estate Owned Schedule C, Loans Receivable, Life Insurance Cash Value Schedule, Value of Closely Held Business, VehiclesOther Personal Property, Other Assets itemize, TOTAL ASSETS INCOME FOR YEAR ENDED, Salary, Bonuses and Commissions, Interest and Dividends, Rental Income, Other Income Alimonychild support, Do you have contingent liabilities, and Applicant.

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Suntrust Small Business Form – Fill Out and Use This PDF

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