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    Client Info Sheet

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    Tan Tan
    The document is a client information sheet for applicants seeking an SME loan. It requests personal details about the applicant and co-applicant, including name, address, contact information, dependents, education, employment history, assets, liabilities, references, and a signed certification. Providing these details helps the lender evaluate the applicant's eligibility for a loan and ability to repay it.

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    © All Rights Reserved
    Download as RTF, PDF, TXT or read online from Scribd

    Client Info Sheet

    Uploaded by

    Tan Tan
    268 views2 pages
    The document is a client information sheet for applicants seeking an SME loan. It requests personal details about the applicant and co-applicant, including name, address, contact information, dependents, education, employment history, assets, liabilities, references, and a signed certification. Providing these details helps the lender evaluate the applicant's eligibility for a loan and ability to repay it.

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    The document is a client information sheet for applicants seeking an SME loan. It requests personal details about the applicant and co-applicant, including name, address, contact information, dependents, education, employment history, assets, liabilities, references, and a signed certification. Providing these details helps the lender evaluate the applicant's eligibility for a loan and ability to repay it.

    Copyright:

    © All Rights Reserved
    Download as RTF, PDF, TXT or read online from Scribd
    Download as rtf, pdf, or txt
    268 views2 pages

    Client Info Sheet

    Uploaded by

    Tan Tan
    The document is a client information sheet for applicants seeking an SME loan. It requests personal details about the applicant and co-applicant, including name, address, contact information, dependents, education, employment history, assets, liabilities, references, and a signed certification. Providing these details helps the lender evaluate the applicant's eligibility for a loan and ability to repay it.

    Copyright:

    © All Rights Reserved
    Download as RTF, PDF, TXT or read online from Scribd
    Download as rtf, pdf, or txt
    of 2

    SME Unified Lending Opportunities for National Growth (SULONG)

    CLIENT INFORMATION SHEET


    MSME Borrower Information (For individual applicant, partners, corporate Principal officers) picture

    (taken not more


    than 6 months)
    PERSONAL INFORMATION
    Is the spouse the Borrower's Co-Borrower? Yes No

    Name of Principal Borrower:

    First Name Middle Name Last Name Other Name Used as Alias

    Status: ( ) Single ( ) Married ( ) Others Nationality: _________ Religion: _______


    Telephone/Fax No.: Email Address:
    Name of Spouse: No. of Children:
    (if female spouse, please indicate complete maiden name )

    Residential Address (present): Phas t


    ( ) Owned ( ) Rented Length of stay (no. of years)
    Provincial Address:
    ( ) Owned ( ) Rented Length of stay (no. of years)

    ( ) Owned ( ) Rented Length of stay (no. of years)

    Other Personal Details


    Age Date of Birth Place of Birth TIN and SSS/GSIS No.
    (mm/dd/yy)
    Principal Borrower
    Spouse

    Detail of Children and Other Dependents


    Name Age Relationship Level of Education/School Attended

    (Please provide another sheet if no. of dependents and children exceeds five)

    Education School Last Attended Year Graduated Degree Obtained


    Principal Borrower
    Spouse

    Business Background Business Name Year Status of Operation


    Principal Borrower

    Employment History Name of Employer Address Position Inclusive Dates

    Principal Borrower

    Spouse

    Other Business Interests Type and Nature of Business Position Annual Net Income
    Principal Borrower
    Spouse

    Membership in Associations Name of Association


    Principal Borrower
    Spouse
    STATEMENT OF ASSETS AND LIABILITIES
    Assets (For real estate and chattel)
    Title/Registration No. Location Area Other Description (Chattel) Market Value

    (Please provide details on encumbrance, if any.)

    Deposits
    Depository Bank Branch Type of Deposit Ave. Daily Balance Year Opened

    Outstanding Liabilities (including Credit Cards)


    Creditor/Bank Type of Loan Amount Date Granted Maturity O/S Balance Collateral

    Other Sources of Funds or Income Other Details


    Source Type of Arrangement

    CHARACTER REFERENCES (must not be a relative)

    Name Name of Company Position Address Contact Number

    CERTIFICATION

    The undersigned certifies that to the best of his/her/their knowledge and belief, all information contained in this
    loan application and in the accompanying statements and documents are true, complete and correct. The
    undersigned agree(s) to notify immediately the government financial institution (GFI) concerned of any material
    change(s) in this application form.

    Likewise, we authorize the GFI concerned to contact any bank, creditor, and/or trade partners as it deems
    necessary without further notice, including but not limited to available credit rating agency of the government
    and/or the private sector.

    Borrower's Signature over Printed Name Co-Borrower's Signature over Printed Name

    CTC No., Place and Date of Issue CTC No., Place and Date of Issue

    SUBSCRIBED AND SWORN TO before me, a notary public for and in ________________ this
    __________ day of _______________, 20 ___, affiant exhibiting his/her CTC, to wit:

    CTC No. ________, Issued at ___________ on ______________


    CTC No. ________, Issued at ___________ on ______________

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