Beruflich Dokumente
Kultur Dokumente
Social Security Number Home Phone (incl. Area code) Social Security Number Home Phone (incl. Area code)
-
E-Mail Address E-Mail Address
Date of Birth (mm/dd/yy) Married Unmarried (divorced) Date of Birth (mm/dd/yy) Married Unmarried (divorced
Separated Single (never married) Separated Single (never marrie
Street Address (street, city, state, zip code) Street Address (street, city, state, zip code) Same as Borrower
Own Rent $ Per Mo. No. Yrs. Own Rent $ Per Mo.
Check if Mailing Address is DIFFERENT from Street address Check if Mailing Address is DIFFERENT from Street address
If different, show Mailing address on page 5. If different, show Mailing address on page 5.
If residing at present address for less than two (2) years, complete the following:
Former Address (street, city, state, zip code) Former Address (street, city, state, zip code)
Owned Rented $ Per Mo. No. Yrs. Owned Rented $ Per Mo.
Business Phone (incl. area code) Years on this job Years in Profession Business Phone (incl. area code) Years on this job Years in Pro
If employed in current position for less than two (2) years, complete the following:
Name and Address of Employer Name and Address of Employer
Business Phone (incl. area code) Dates (from-to) Business Phone (incl. area code) Dates (from-to)
- -
X X
0 0
IMPORTANT INFORMATION ABOUT PROCEDURES FOR OPENING A NEW ACCOUNT: To help the government fight the fund
terrorism and money laundering activities, Federal law requires all financial institutions to obtain, verify, and record information that identifies each pers
opens an account. What this means for you: When you apply for a loan, we will ask you for your name, address, date of birth, and other information tha
us to identify you. We may also ask to see your driver's license or other identifying documents.
Borrower
Co-Borrower
BUSINESS INFORMATION
Business Name Executive / Mailing Address if other Sq.Ft. Mo. Rent $
dba:
Primary Business Address
List Additional Business Locations Sq.Ft. Mo. Rent $
OWNERSHIP/OFFICERS/DIRECTORS
Name: Title: % Owned:
Name: Title: % Owned:
Name: Title: % Owned:
Name: Title: % Owned:
Name: Title: % Owned:
Name: Title: % Owned:
HISTORY
Nature of Business:
Business revenue (Sales) trends in the last 3 years are Increasing Decreasing Stable
Explain what factors have affected your trends:
Business profitability (Net Income) trends for last 3 years are Increasing Decreasing Stable
Explain what factors have affected your trends:
BUSINESS DECLARATIONS
If you answer "yes" to any questions, use Continuation Sheet for explanations. Yes
1. Is the business a party to a lawsuit?
2. Has the business been involved in bankruptcy proceedings in the last 10 years?
3. Does the business have delinquent federal, state, payroll, sales or other tax liability?
4. Has the business had property foreclosed upon or given title or deed in lieu?
5. If renting, have you failed to pay rent on time for each of the last 12 months?
6. Does the business, its owners or majority stockholders hold other loans with Lehman Brothers or CNL Commercial Finance?
7. Does the business, its owners or majority stockholders own or have a controlling interest in another business?
If "Yes", please complete a separate BUSINESS INFORMATION form for each affiliate business.
Borrower
Co-Borrower
Borrower
Co-Borrower
Construction Type (CTU, frame, block, etc.) Zoning % Occupied Now Property Type (industrial, retail, office, mixed use, etc.)
Describe occupancy upon funding of this loan. Owner-Occupied % 0.0% Tenant-Occupied % 0.0% Vacancy %
Tenant Rent Roll
Unit Occupant Sq.Ft. Mo. Rent Started Expires Options
$
$
$
$
Borrower
Co-Borrower
CONTINUATION SHEET
Use this Continuation Sheet to add information to Borrower Information, Business Information, and Loan Request forms.
Business Name Borrower
0 0
Co-Borrower
0
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Borrower
Co-Borrower
Co-Borrower
Unmarried (divorced)
Single (never married)
Same as Borrower Address
No. Yrs.
Check if Mailing Address is DIFFERENT from Street address
No. Yrs.
Co-Borrower
Dates (from-to)
-
Degree/Certificate
Years in Profession
Co-Borrower
verify the accuracy of the statements made in this application and to determine my/our
ting agency to compile and furnish any information it may have or obtain in response to
n the attachments are true and accurate as of the stated date. These statements are
s may result in possible prosecution by the U.S. Attorney General (Reference 18 U.S.C.
below is an original or a copy.
Date
y both married and unmarried Co-Borrowers if their assets and liabilities are sufficiently
a combined basis; otherwise, separate Statements and schedules are required.
To provide additional information, please use Continuation Sheet.
g debt; Installment, Auto, Alimony, Child Support, Stock Pledges, etc. Use
et if necessary. Combine all credit card debt. Mark liabilities that will be satisfied upon
g of real estate owned.
Unpaid Balance
Unpaid Balance
Unpaid Balance
Unpaid Balance
Unpaid Balance
Unpaid Balance
Unpaid Balance
Unpaid Balance
Unpaid Balance
Unpaid Balance
Unpaid Balance
Unpaid Balance
Lease expires
Lease expires
No N/A
% of total
%
%
%
%
Outstanding Balance
Outstanding Balance
Outstanding Balance
Outstanding Balance
Outstanding Balance
Outstanding Balance
Unpaid Balance
Unpaid Balance
Unpaid Balance
Loan/Lease 3
No
Loan/Lease 6
No
SBA 504
SBA?
%
%
Year built
Vacancy %
agraph, press and hold the "ALT" key when pressing "ENTER"