User Guide: Loan Application Form
This user guide will help you understand how to properly complete the Loan Application Form. Please read through all instructions carefully before beginning your application.
Overview
The Loan Application Form is designed to collect all necessary information for evaluating your loan request. The form is divided into several sections to help you organize your information logically.
Section-by-Section Instructions
1. Personal Information
- Full Name: Enter your legal name as it appears on official documents
- Date of Birth: Use the calendar picker or enter in MM/DD/YYYY format
- Social Security Number: Provide your complete SSN (format: XXX-XX-XXXX)
- Email Address: Enter a valid email where you can be contacted
- Phone Number: Provide your primary contact number
- Marital Status: Select your current marital status from the dropdown
2. Address Information
- Street Address: Your current physical address
- City, State, ZIP Code: Your complete current address details
- Years at Current Address: Enter the number of years you've lived at this address (decimals accepted, e.g., 2.5 for two and a half years)
- Mailing Address Checkbox: Check this box if your mailing address is the same as your physical address
3. Employment Information
- Employment Status: Select your current employment situation
- Employer Details: If employed, provide your employer's name, your position, work phone, and years employed
- Income Information:
- Annual Income: Your gross yearly income before taxes
- Other Income: Any additional regular income you receive
- Income Source: Explain the source of other income (e.g., investments, alimony, etc.)
4. Loan Information
- Purpose of Loan: Select the primary reason for your loan request
- Loan Amount: The total amount you wish to borrow
- Loan Term: The repayment period in months (e.g., 36 for 3 years)
5. Financial Information
- Monthly Housing Payment: Your current rent or mortgage payment
- Rent/Own Status: Indicate whether you currently rent or own your residence
- Current Debts: Total amount of all outstanding debts
- Monthly Debt Payments: Total of all minimum monthly debt payments
- Bank Information: Your primary banking institution and account type
6. Additional Information
- How did you hear about us?: Let us know how you discovered our lending services
- Additional Comments: Any other information you believe is relevant to your application
- Certification Checkboxes: You must check both boxes to certify your information and authorize a credit check
Form Features
Print Function
- Click the "Print Form" button to generate a printer-friendly version of your completed application
- The printed version will remove unnecessary elements and optimize the layout for paper
Form Reset
- If you need to start over, click the "Reset Form" button to clear all entered information
Tips for Successful Completion
- Gather documents beforehand: Have your financial documents, identification, and employment information ready before starting
- Be accurate: Provide exact information as it appears on official documents
- Complete all required fields: Fields marked with an asterisk (*) are mandatory
- Review before submitting: Double-check all entries for accuracy before finalizing your application
- Save a copy: Print or save a copy of your completed application for your records
Technical Requirements
- This form works best with modern web browsers (Chrome, Firefox, Safari, Edge)
- JavaScript must be enabled for the print functionality to work
- For the best experience, use a device with a screen width of at least 768 pixels
Privacy and Security
- The information you provide will be used solely for the purpose of evaluating your loan application
- Your data will be protected using industry-standard security measures
- Never complete this form on public or unsecured networks
If you have any questions or encounter difficulties while completing the form, please contact our customer service team for assistance.