LOAN APPLICATION FORM - Bajaj Finserv

LOAN APPLICATION FORM

BUSINESS LOAN

EMI FINANCE

PERSONAL LOAN

LOAN AGAINST PROPERTY

HOME LOAN

INSURANCE SERVICES

LOAN AGAINST SECURITIES

SALARIED | SELF-EMPLOYED | BUSINESS

BAJAJ FINANCE LIMITED

DOCUMENT CHECKLIST

Business Loan/Personal Loan

Salaried

1 Colour Photograph

Documents required: ID proof, Residence/Office address proof, Signature proof, DOB proof

Income Details

Salary Slip for last 3 months

Bank Statements Business Proof/Employment proof

3 months (of Salary account)

Job continuity proof Form 16

Letter of Authority by Partnership firm, Certificate

NA

of Shareholding pattern

Details of all running obligations

Co-Applicant details: Photograph,

ID & address proof

Self-employed Professional

Self-Employed Non Professional (Pvt. Ltd Co. Partnership, Proprietorship, Public Ltd Co.)

IT returns for 2 years, Balance sheet & P/L Account statement for the last 2 years with Annexures

6 months

IT returns for 2 years, Balance sheet & P/L Account statement for the last 2 years with Annexures

6 months

Qualification Certificate/ Certificate of Practice (COP) Shop Act License/ MOA & AOA/Partnership Deed

Shop Acts License for sole proprietorships/ Sales Tax/VAT registration/Partnership Deed/ MOA & AOA and Board Resolution

NA

Loan Against Securities 1 Colour Photograph Documents required

Income Details

Salaried

Self-Employed

(HUF): Karta Partnership Firm: Partners

ID proof, DOB proof, Signature ID proof, DOB proof, Signature proof,

proof, Residence/Office

Residence/Office Address proof

Address proof

Director's

Companies

ID proof, (Certificate of Incorporation), Residence/Office address proof, Signature proof

Latest pay slip and Form 16 for IT Returns and Balance sheet and P/L

the previous 2 years

Account statement for the last 2

years, or CA certified networth statement

IT Returns and Audited Financial for last 2 years, Latest Wealth Tax Return, CA certified networth statement

Bank Statement Demat proof Business proof

3 months NA

3 months

3 months

Shop Act License for sole proprietorships /Sales Tax/VAT registration/partnership deed/MOA and AOA Board resolution

MOA and AOA/Partnership deed/Trust deed, Form 32, List of Subsidiaries and sub companies

Mortgages (Loan Against Property/Home Loans) 1 colour Photograph Documents required: ID proof, Residence/Office address proof, DOB proof, Pan Card, Electricity bill

Income Details

Individual (Self-Employed)

IT Returns for 2 years, Balance sheet & P/L Account statement for the last 2 years with Annexures

Bank Statement

12 months

Business proof

Shop/Factory Licence certificate

Property documents

Details of all running obligations Co-Applicant details: Photograph, ID & address proof

Photocopy of original sale deed allotment/possession letter NOC from society and other documents as per legal report

Companies

IT Returns for 2 years, Balance sheet and P/L Account statement for last 2 years with Annexures

12 months (Loan Against Property) 6 months (Home Loan) Companies: Certificate of incorporation, MOA and AOA, Board resolution and POA for execution of loan transaction Partnership Firms: Partnership deed, Registration and POA for execution of loan transaction

Photocopy of original sale deed allotment/possession letter NOC from society and other documents as per legal report

APPLICATION FORM NO.

Please fill in all the required details in BLOCK LETTERS. Tick boxes as applicable

*Mandatory Fields

LOAN DETAILS

Type of Loan* Loan Amount Requested*

Business Loan

`

Construction Equipment Loan

Home Loan

Loan Against Property

Loan Against Shares/Securities

Required Tenor in Months*

Personal Loan

Purpose of the Loan*

Balance Transfer If Others (Please specify)

Loan Consolidation

Property purchase

Business Expansion

APPLICANT DETAILS

Name of the Applicant*

Father's/Spouse's Name* Date of Birth*

DD

MM

Y Y YY

Gender*

M

F

Marital Status*

Married

Single

ID Document Type*

Deiving License

PAN Card

Passport

Ration Card

UID

Voter ID

Relevant ID No.*

Residence Type*

Rented

Owned

RCO

Staying Since

Residence Address*

Colour Photograph

Landmark* City* State* Tel No. 1* Mobile

Tel No. 2

Email ID

Pincode*

EMPLOYMENT DETAILS - APPLICANT

Employment Type*

Salaried

ID Type* (Where applicable)

Professional ID

Designation

Name of the firm/Company*

Business Consitution*

Proprietorship

Others

Total Experience

Years

Office Address*

Landmark* City* State* Tel No. 1* Preferred Address to Contact*

Residence

PEMANENT RESIDENTIAL ADDRESS

Contact Person Name* Address*

Self Employed Professional Employment ID

Self Employed Businessman Relevant ID No. Department

Partnership

Public Limited Company

Private Limited Company

Months

Office Owned

Y

N

Office

Extension No.

Pincode* Website

Landmark* City* State* Mobile*

Relationship

Pincode* Tel No.*

BAJAJ FINANCE LIMITED

CO-APPLICANT/GUARANTOR DETAILS

Individual*

If Individual, then*

Proprietor

Gender*

M

F

Father's/Spouse's Name*

Company* Authorised Signatory Marital Status*

Director Married

Partner Single

Residence Type

If Company, then* Type/Constitution* Name of the Co-Applicant/ Guarantor*

Rented Proprietorship Private Limited Company

Owned

RCO

Staying Since

Partnership

Public Limited Company

If Others (Please specify)

Date of Incorporation/Birth*

ID Document Type*

PAN Card

Voter ID

Passport

Driving License

Ration Card

UID

Relevant ID No.*

Preferred Mailing Address*

Branch Office

Registered Office

Residence

Office/Residence Address *

Colour Photograph

ROC Registration

TAN

Landmark*

City* State*

Mobile*

REGISTERED OFFICE DETAILS

Same as above *

Yes

No

Office Address *

Tel No.*

Pincode* Email ID

Landmark* City* State* Tel No.*

EMPLOYMENT DETAILS - APPLICANT

Employment Type*

Salaried

ID Type* (Where applicable)

Professional ID

Designation

Name of the firm/Company*

Business Consitution* Total Experience

Proprietorship Years

Office Address*

Landmark*

City* State* Tel No.*

Preferred Address to Contact*

Residence

INSURANCE NOMINEE DETAILS

Relationship with Applicant* Name*

FIRST

Residence Address *

Landmark* City*

State*

Tel No.* To add more Co-applicants/Guarantors, use additional Co-Applicant Sheets

DETAILS OF EXISTING LOAN

No. of Bajaj Finance loans being serviced currently*

No. of Non Bajaj Finance loans being serviced currently*

Tel No.2*

Pincode* Website

Self Employed Professional Employment ID

Self Employed Businessman Relevant ID No. Department

Partnership Months

Public Limited Company

Office Owned

Y

Private Limited Company N

Others

Office

Extension No.

MIDDLE

Pincode* Website

LAST

Email ID

Auto Loan Distribution Personal Loan Loan Against Shares/Securities Secured

Pincode* Mobile*

Business Loan Loan Against Property Personal Loan Unsecured

LOAN AGAINST SECURITIES

Please fill the following details in case of Loan Against Shares/securities,else ignore

Client Type*

Retails Loan Against Shares/Securities

Promoter Loan Against Shares/Securities

Client Name

Client ID

DP Name

DP ID

MORTGAGES

Please fill the following details in case of Mortgage Loan, else ignore

Loan Against Property - Product Segment

Type of Loan*

Loan Against Existing Property Purchase of Commercial Property

Lease Rental Discounting Loan Against Plot

Home Loan - Product Segment Type of Loan*

Building Purchase Self Construction Plot Purchase + Construstion

Resale Under Construstion

Refinance Ready Property If Other (Please specify)

Loan Against Property and Home Loan - Specific Product Segment (Property Details)

Type of Property*

Residential

Commercial

Status of the Property

Self-Occupied

Rented

Property Address *

Mixed Usage Vacant

Balance Transfer Plot Purchase

Landmark* City* Property Age Property Land Area

Processing Fee Details Instrument Type Amount(in `)*

Years Cheque

** To be filled in for respective Product loan

Months sq.ft.

Pincode* Property Construstion Area Estimnated Property Value (in `)

DD

Instrument Date:

Bank Name

Instrument No.

Builder sq.ft.

ACKNOWLEDGMENT Please furnish documents mentioned in the document checklist section for approval* of your loan application. Please write to us at our Customer Service Mail ID: wecare@bajajfinserv.in for any queries and suggestions. Name of the Applicant* Loan Amount Applied* Mobile No. of the Sales executive* Note*: Credit at the sole discretion of Bajaj Finance Limited

Date: Application Form No.

BAJAJ FINANCE LIMITED

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