Commercial Real Estate Loan Application CHURCH LOANS Lead Credit Union Information: Loan Amount Requested: Loan Purpose:
Legal Name of Congregation: Yes
Mailing Address: City:
Tax ID #
Ministers: Years of Service: With Current Congregation
With Current Congregation
# of Years at Present Location: Name and address of higher authority having general jurisdiction:
Does higher authority have jurisdiction over temporalities and creation of debt? If so, explain:
Available Guarantor? If yes, include name: Define membership: Membership/ Attendance over the past 5 years: Church
2014 Page 1 of 6
Part One - Congregational Finances I. WAYS AND MEANS A. Capital Funds Pledge Drive 1. Capital funds pledge drive held:
2. If Yes, dates pledges will be paid:
3. Total amount pledged:
Number of years: Yes
4. Feasibility Study conducted: If Yes, amount projected:
Are you or any business where you have ownership or contingent liability, involved in any pending lawsuits?
B. Cash Flow Projection
Projected FYE 2019
Projected FYE 2020
INCOME: Pledges / Tithes Gifts / Endowments Fundraising Rental Income Plate Collections Other Sources TOTAL INCOME EXPENSES: Personnel Administration Programming Contributions Building Maintenance Debt Service Other TOTAL EXPENSES
C. Operating Budget 1. Attach projected operating budget for the next three years showing debt service to be paid and full operating cost of new or expanded facilities, including utilities, maintenance, and insurance. 2. Provide a copy of current operating budget and previous budgets. Note: Any person holding 20% or more ownership is required to complete a separate background form
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II. CURRENT FINANCES
3 Years Ago 20__
5 Years Ago 20__
A. Number of Contributing Members B. Average Pledge / Tithe C. Total Restricted and Unrestricted Funds (Endowment)
D. Name of each fund and describe restrictions:
III. INFORMATION ON CURRENT FACILITY A. Existing Space 1. Church
Cost of Occupancy: Current Monthly Payment
2. Adult Seating Capacity:
Projected Seating Capacity:
3. Number of rooms for religious education:
4. Number of off-street parking spaces:
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B. Facility to be Mortgaged (new space or expanded existing space)
1. Describe grounds: i.e. size; visibility of building from street; location in relation to local population concentrations:
2. Describe buildings: i.e. age of building, adult seating capacity; number and capacity of rooms for religious education classes (youth and adult); space for fellowship gatherings:
3. Describe parking: i.e. number of existing and proposed spaces, maximum number of spaces allowed under zoning law; number of reserved spaces for physically challenged persons or visitors:
4. Describe any zoning changes or variances necessary to obtain a building permit and if neighbors have been kept informed of building plans:
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IV. REAL ESTATE
A. Current appraised value of church-owned properties.
If acquiring land only, value of land.
B. Existing mortgage:
Remaining balance on mortgage loan:
Existing mortgage held by:
C. Any debts not involving liens on real estate:
If Yes, please explain:
D. Any additional real estate owned by congregation:
If Yes, please explain:
E. Please provide any supplemental comments or information that would be helpful in evaluating this application in the space provided below or attach documents to application:
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V. PROJECT A. Project description:
B. If this project is one unit of a larger plan, please explain:
C. How new plans address accessibility for physically challenged persons:
D. How project enhances energy efficiency of building:
E. What is the available collateral, if any:
F. Architect employed:
G. Congregation approved architectural plans:
Date approved: H. Firm bid from contractors: Bid amount:
I. Please attach any additional information about project.
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Commendations/Awards. BUSINESS LOAN APPLICATION. Company Name. Type of Business. Current Home Address. Street. City. State. Zip. Positions/Duties.
Sep 27, 2016 - Name of bank: Contact: Contact: Account name: Account name: Account number: Account number: Sort code: Sort code: Length of time with bank: Length of time with bank: Address of bank: Address of bank: Postcode: Postcode: 53-64 Chancery
Car Park. $. Other. $. GST (refundable). $. Total. $. (c) Project Manager or other competent person* appointed by the applicant, who will be responsible to ... Yes No. If yes, please provide details and provide a copy of any sales agreement/s: ... Fo
or conviction record will not necessarily disqualify you; an incorrect answer will probably cause your application to .... The following is a brief summary of the laws applicable to this solicitation of information. ... Additionally, SBA is specifica
corporation). Articles of Organization and Operating Agreement (if LLC) .... List chronologically, beginning with present employment. Name of company.
bankrupt or entered into an Individual Voluntary Agreement? judgment entered .... what is the monthly rental income? If the property is ... Car Loan/HP. Balance, Lender and if up to date. Water/Gas/Electricity/Phone. Personal Loan 1. Balance, Lender
Your Credit Union will be utilizing the services of. Cooperative ... Completed Personal Financial Statement(s)-attached. Previous three (3) years of ... *Please Type or Print the borrowing entity's legal name as it should appear on all documents.
In addition to the attached application forms, please provide the following information: ... E-Mail. COLLATERAL DETAIL: Collateral Being Pledged For This Loan:.
Unsecured Personal Loan ... why we're collecting your personal information, and how we use, disclose ... Name and address of relative or friend in Australia.
Mr Mrs Miss Ms. SURNAME: GIVEN NAMES: DATE OF BIRTH: / / Over 18 Y N. DRIVERS LICENCE: Expiry Date: /. /. HOME ADDRESS: State: Postcode: Loan Application. Home Loan. Personal Loan. Car Loan. Visa 55. Commercial. Overdraft. Purpose of Loan: (holiday,
Monthly payments may increase or decrease over the life of the loan. Fixed interest rates ... 2018 Wells Fargo Bank, N.A. Equal Opportunity Lender. Rev. .... benefits regardless of when the obligation was originated (pre- or post-active duty).
Non-Resident Alien. CALIFORNIA RESIDENTS: If you are married you may apply for a separate account. NEW JERSEY RESIDENTS: Certain provisions of this agreement are subject to applicable law. As a result they ... Notice: Proposed creditors may gather in
... are loan fees deducted by the department of education prior to the loan being applied to your account. Speak with your financial aid advisor for more information.
Debt Consolidation. Property to be Constructed .... AMOUNT. OWING. VALUE $. DESCRIPTION. LIMIT. OWING TO. BEING. PAID OUT. First Mortgage: Home: $.
Sep 7, 2016 - of Faith (not required for affiliates of Baptist Unions). Attachments provided per above. Yes No. Office Bearers: Full Name/Office. Address. Phone. Pastoral and/or Senior ... be responsible to authorise any progress payments from the lo