Austin CDC Revolving Loan Fund
Supporting Documentation
In order to complete the loan application process, please provide PeopleFund with the following information, in addition to the submitted online loan application.
BUSINESS INFORMATION
_____3 years of business financial statements (including most current as of the most recently reconciled month)
_____ 3 years of business tax return statements, including most current
_____ Current Accounts Receivable aging report (if applicable to your business)
_____ Current Accounts Payable aging report (if applicable to your business)
_____ Last 3 months of business bank statements
_____ Financial projections
_____ Debt schedule (template available below for your convenience)
_____ Business plan
_____ Detailed description of how requested funds will be used
PERSONAL INFORMATION
_____ Personal financial statements (template available below for your convenience)
_____ Last 3 years of personal tax returns, including the most current_____ Business Plan/ Summary (you may use the enclosed outline form as a guide)
_____ Owner(s) resume (need not be formal)
_____ Last 3 months of personal bank statements
_____ Photocopy of owner(s)/guarantor(s) driver’s license or other valid identification
PERSONAL FINANCIAL STATEMENT
As of _____________, 20____
Complete this form if (1) a sole proprietorship; (2) a partnership by each partner; (3) a corporation by each officer and each stockholder with 20% or more ownership; (4) any other person or entity providing a guaranty on the loan.
Name: _______________________________________________________________________________________
Home Address: ________________________________________________________________________________
Home Phone Number: __________________________
Social Security No. _____________________________
Business name & address (of person submitting statement) ____________________________________________
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Section 1. Other Stocks and Bonds: Give listed and unlisted Stocks and Bonds (use separate sheet if necessary)
| | |Market Value Statement Date___________ | |
| | | | | | | |
|No. of Shares |Name of Securities | |Cost |Quotation |Amount | |
| | | | | | | |
| | | | | | | |
| | | | | | | |
Section 2. Real Estate Owned (List each parcel separately. Use supplemental sheets, if necessary. Each sheet must be identified as a supplement to this statement and signed. Also indicate whether property is covered by title insurance, abstract title, or both.)
| |Property A |Property B |Property C |
|Type of property | | | |
|Name & address of property | | | |
|Date purchased | | | |
|Original cost | | | |
|Present market value | | | |
|Name & address of mortgage Co. | | | |
|Account number | | | |
|Balance | | | |
|Payment per month | | | |
|Status of mortgage (i.e., current | | | |
|or delinquent) | | | |
Section 3. Other Assets (Describe)
Section 4. Other Liabilities (Describe in detail)
Signature Date
Signature Date
Debt Schedule
Please include all existing business debt.
Debt Schedule as of ______________
Creditor Name/Address |
Original Amount |Original
Date |Present
Balance |Interest
Rate |Maturity
Date |Monthly
Payment |
Security |Current or
Delinquent | |
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| | | | | | | | | |TOTAL PRESENT BALANCE | |TOTAL MONTHLY PAYMENTS | | | | |*Should be the same date as current financial statement.
**Total must agree with balance shown on current financial statement.
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