credit application to fill up

Upload: albertfranco

Post on 03-Apr-2018

219 views

Category:

Documents


0 download

TRANSCRIPT

  • 7/29/2019 Credit Application to Fill Up

    1/13

    CREDIT APPLICATION FOR AUTO FINANCINGIndividual / Sole Proprietorship

    HONDA CARS, RIZAL

    Km 22 Ortigas Ave. Ext. Highway Brgy. San Juan, Cainta Rizal

    Direct Line : 477-3099 / Telefax : 240-5978

    INFORMATION & SCHEMEAll information will be treated strictly confidential, please print legibly.

    Unit Model : _____________________________ Unit Price : Php.____________________________ AOR : _______

    Vehicle Type : ___________________________ Downpayment : (______%) ___________________ D.I. : _______

    Sales Consultant : _______________________ Amount Financed : Php.______________________ Terms : _______

    APPLICANT PERSONAL INFORMATION

    Last name :_____________________________ First name :___________________________ Middle name :_____________

    Marital Status : Single Married Separated Widowed

    Birthday :____/____/____ Age :__________ Citizenship :_______________ Mobile # :_____________________________

    Spouse/Co-maker Last Name : ____________________ First Name :_____________________ Middle Name : _____________

    Birthday :____/____/____ Age :__________ Citizenship :_______________ Mobile # :______________________________

    Home Address : ____________________________________________________________ Telephone No._________________

    Owned Mortgage to______________ Rented Living w/ Parents Length of Stay :______

    Have you had any previous Auto Loan Account, if YES, what bank/financing institution? __________________________

    OCCUPATION / EMPLOYMENT

    PRINCIPAL

    Name of Employer/Own Business :________________________________________________ Tel. # :___________________

    Position/Title :_____________________________ Yrs. in the company_______ Previous Employer___________________

    Employment/Buss. Address :________________________________________________________________________________

    SPOUSE/ CO-MAKER

    Name of Employer/Own Business :________________________________________________ Tel. # : ___________________

    Position/Title : _____________________________ Yrs. in the company _______ Previous Employer___________________

    Employment/Buss. Address : _________________________________________________________________________________

    ASSETS, INCOME & EXPENSES

    Own Car/Vehicle : YES Own House : YES Monthly Income & Expenses :

    NO NO Principal Php. _______________

    Spouse/Co-maker _______________

    Mortgage to : _________________ 0ther Income _______________

    Total Income _______________

    Other Source of Income : Amount of Other Monthly Income : Less : Expenses _______________

    ____________________ ____________________________

    ____________________ ____________________________ NET INCOME Php. _______________

    CREDIT & BANK REFERENCES

    TYPE BANK / INSTITUTION ADDRESS / BRANCH BALANCES

    Savings/Time Deposit

    Current Account

    Credit Cards

    NAME ADDRESS TEL NO. RELATION

    1)

    2)

  • 7/29/2019 Credit Application to Fill Up

    2/13

    os.

    ___

    ___

    ____

    ___

    _____

    yrs.

    _____

    ____

    ____

    ____

    ____

    ____

    ____

    _____

    _____

    ____

    ____

    _____

    _____

  • 7/29/2019 Credit Application to Fill Up

    3/13

    Auto Loan Application for

    Individual and Single Proprietorship

    Important Information : Please fill out all entries in the for

    rapid processing of your loan application. Incomplete inf

    cause a delay in processing.

    Applicant personal information

    Last name First name Middle name Birthday (mm/dd/yy) Mobile

    Spouse / co-maker personal information Single / Annulled Married Separated

    If you are an OFW and not married, please provide a If co-maker, relationship to applicant Applicant marital status

    close relative as co-maker:

    Last name First name Middle name Birthday (mm/dd/yy) Mobile numb

    Home Address Years at address Home teleph

    Applicant employment information Spouse / co-maker employment information

    Employment Employment

    Own business Own business

    Position Type of income source Position Type of income s

    Employer / business name Office telephone number Employer / business name Office telep

    Office address Office address

    Vehicle and financing information Monthly income

    Php +

    Unit model name and year Dealership Salesman Applicant Income Spous

    ( % ) + =

    Unit price Downpayment Loan amount Term ( months) Other income Gross

    Signature of applicant Date signed Signed of spouse / co-maker Date signed

    Step 5 : Please sign and date the application

    Honda

    Rizal Au

    Step 1 : Tell us about yourself

    Step 2 : Tell us about your work

    Step 3 : Tell us about your Step 4 : Tell us about your finances

    Please attach business card

    I / We affirm that the statements made in this application and the information given by me/us are true and correct and that any material misrepresentations or galsity therein wact to defraud HONDA CARS RIZAL ( Rizal Autozone Inc. ) for which civil and/criminal liability can be pursued against me/us. I/We agree to notify HONDA CARS RIZAL ( Rizany material change affecting the statements/information mentioned herein. I/We authorize you to verify and investigate such statements/information as may be required covefrom above references or from whatever other sources you may consider appropriate, including the Bureau of Internal Revenue ( "BIR" ) in order to establish the authenticity oReturn ( "ITR" ) and the accompanying financial statements which I/we submitted in connection with our loan/credit application/accommodation with the Bank. Further, I/we heBIR to give copies of my/our ITR and financial statements and/or disclose any information to the Bank relevant to the said verification. For this purpose, I/we hereby waive myconfidentiality of client information. I/We agree that all statements/information obtained by HONDA CARS RIZAL ( Rizal Autozone Inc. ) shall remain our property whether our loan is granted. I/We agree that all statements/information gathered about me/us will be used to determine my/our eligibility for this loan.

  • 7/29/2019 Credit Application to Fill Up

    4/13

    nsure

    ion will

    er

    idowed

    umber

    number

    me

    e

    izal

    Inc.

    nstrude as anone Inc. ofapplication

    r Income Taxthorize thehts on they whether the

  • 7/29/2019 Credit Application to Fill Up

    5/13

    Auto Loan Application for

    Partnerships and Corporations

    Important Information : Please fill out all entrie

    rapid processing of your loan application. Inco

    cause a delay in processing.

    Business contact person information

    Last name First name Middle name Birthday (mm/dd/yy)

    Home address

    Business information

    Business name Nature of b

    Office address Years in op

    Partners

    Office telephone number Office fax number Office mobile number Type of organizatio

    Please provide contact information for your major stockholders ( those comprising more than 50% of your total stock ) :

    Major stockholders

    Stock owned ( % ) Name Address

    Please provide contact information for a few of your directors and management officers :

    Officers and directorsPosition Name Address

    President / CEO

    Chairman

    Treasurer

    Step 3 : Tell us about your loan request

    Vehicle and financing information Please provide 3 clients/ supplier references and references to previous lebusiness has used :

    Customer / supplier references

    Unit model name and year References name Reference address

    Dealership

    Lending / credit facilities reference

    Unit price

    Loan amountStep 5 : Please sign and date the application

    Salesman

    Step 4 : Provide us a few references

    Downpayment

    Term ( months )

    Step 1 : Tell us about yourself

    Step 2 : Tell us about your management

    Please attach business card

    I / We affirm that the statements made in this application and the information given by me/us are true and correct and that any material misrepresentations or ga

  • 7/29/2019 Credit Application to Fill Up

    6/13

    LEAD GENERATION MONITORING SHEETName of Sales Consultant :

    Group :

    For the Month of :

    Week No. :

    PROSPECT NAME PROSPECT PHONE # TYPE SOURCE ACCOUNT STATUS

    ADDRESS F R SWI PI REF CC MD RS N-FA P REF TD FT AC LS OK

    TOTAL :

    SALES MANAGER COMMENTS :

  • 7/29/2019 Credit Application to Fill Up

    7/13

    REMARKS

  • 7/29/2019 Credit Application to Fill Up

    8/13

  • 7/29/2019 Credit Application to Fill Up

    9/13

  • 7/29/2019 Credit Application to Fill Up

    10/13

  • 7/29/2019 Credit Application to Fill Up

    11/13

  • 7/29/2019 Credit Application to Fill Up

    12/13

  • 7/29/2019 Credit Application to Fill Up

    13/13