Business Financing Application

About the Business


Loan Information


Loan Type - Check type of loan requested and dollar amount.
$
Years
Financial Profile
List all accounts. Submit last account statement for accounts held at other banks.

Account 1

Account 2

Business Loans Other Than Trade Credit

Loan 1

$
$
Loan 2

$
$
Business Trade References
List two major suppliers.

Supplier 1

Supplier 2

Other Business Information
If you answer yes to any of the questions below, please explain

Authorized Signer Information


Primary Identification

Secondary Identification

Primary Identification

Secondary Identification

Primary Identification

Secondary Identification

Please Review Information

Business Information

Business Name

Contact Person

Annual Sales

Street Address

City

State

Zip Code

Mailing Address

Street Address

City

State

Zip Code

Tax Identification Number

Cell Phone

Fax Number

Email

Applied to Bank of Whittier Before?

Describe Nature of Business

Industry

Legal Designation

Date Started Business

Duration of Current Ownership

Number of Employees

Loan Information

Loan Type

Loan Amount

Payable Over (in Years)

Loan Purpose

Collatoral Information

Principals / Cosigners' Information

Principal / Cosigner 1

Additional Signers will sign at a later date

Full Name

Social Security Number

Percentage of Ownership

Primary Phone Number

Street Address

City

State

Zip Code

Date of Birth

Time at Current Address

Residence Information

Monthly Income

Monthly Housing Payment

Total Assets (excluding value fo business)

Total Liabilities

Personal Net Worth

Identification Type

ID Number

Exp. Date

State Issued

Identification Type 2

Passport Number

Expiration Date

Country Issued

Military Identification Number

Expiration Date

Card Type

Card Number

Expiration Date

Principal / Cosigner 2

Full Name

Social Security Number

Percentage of Ownership

Primary Phone Number

Street Address

City

State

Zip Code

Date of Birth

Time at Current Address

Residence Information

Monthly Income

Monthly Housing Payment

Total Assets (excluding value fo business)

Total Liabilities

Personal Net Worth

Identification Type

ID Number

Exp. Date

State Issued

Identification Type 2

Passport Number

Expiration Date

Country Issued

Military Identification Number

Expiration Date

Card Type

Card Number

Expiration Date

Other Business Information

Financial Profile

Account 1

Bank Name

Address

City

State

Account Number

Account Type

Current Balance

Account 2

Bank Name

Address

City

State

Account Number

Account Type

Current Balance

Business Loans Other Than Trade Credit

Loan 1

To Whom Payable

Loan Type

Total Balance on Loan /
Amount of Credit Line

Monthly Payment

Description of Collateral Pledged

Loan 2

To Whom Payable

Loan Type

Total Balance on Loan /
Amount of Credit Line

Monthly Payment

Description of Collateral Pledged

Business Trade References

Reference 1

Name of Supplier

Person to Contact

Telephone Number

Reference 2

Name of Supplier

Person to Contact

Telephone Number

Business Questions

Is the business currently involved in any litigation or other legal claims?

Has the business or any principal ever declared bankruptcy?

Are there any taxes currently past due by the business or any principal?

Is the company liable on any debts not shown above?

Is firm or principal contingently liable as guarantor or endorser?