APPLICATION FORM FOR LOAN - Foundation for a Sustainable Society

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PROJECT APPLICATION FORM

Business Information

Registered Name

Tax Identification Number (TIN)

Address

Province

Postal Code

Authorized Representative

Designation

TIN Number of Authorized Representative

Tel. No.

Mobile No.

Email Address

Registration Date

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Total Assets

PHP 0.00

Total Liabilities

PHP 0.00

Area of Operation

Number of Employees

Male

Female

Total

Application for Financial Service

Type of Financial Service

Nature of Application

New

Renewal/ Additional

Purpose

Amount Requested

PHP 0.00

Term

Months

Payment

Monthly

Bi-Monthly

Quarterly

Others, specify

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Collateral (description)

Est. Market Value

PHP 0.00

Project Classification

Please indicate product or service

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Documents for Submission

A. LETTER OF INTENT

No Yes

Upload Letter of Intent

Max file size: 976.56 KB. | Allowed file types: docx, pdf, doc, docs, xlsx, xls

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B. PROJECT PROPOSAL OR BUSINESS PLAN

No Yes

Upload Project Proposal of Business Plan

Max file size: 976.56 KB. | Allowed file types: docx, pdf, doc, docs, xlsx, xls

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C. COPY OF BUSINESS REGISTRATION

1-a. For Cooperatives

Certification of Registration, Articles of Cooperation & By-laws

No Yes

Upload Certification of Registration, Articles of Cooperation & By-laws

Max file size: 976.56 KB. | Allowed file types: docx, pdf, doc, docs, xlsx, xls

Select Files

Cooperative Annual Performance Report (CAPR)

No Yes

Upload Cooperative Annual Performance Report (CAPR)

Max file size: 976.56 KB. | Allowed file types: docx, pdf, doc, docs, xlsx, xls

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Certificate of Compliance issued by CDA

No Yes

Upload Certificate of Compliance issued by CDA

Max file size: 976.56 KB. | Allowed file types: docx, pdf, doc, docs, xlsx, xls

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1-b. For Organizations/Corporations registered with SEC

Certificate of Registration, Articles of incorporation & By-laws

No Yes

Upload Certificate of Registration, Articles of incorporation & By-laws

Max file size: 976.56 KB. | Allowed file types: docx, pdf, doc, docs, xlsx, xls

Select Files

General Information Sheet (GIS)

No Yes

Upload General Information Sheet (GIS)

Max file size: 976.56 KB. | Allowed file types: docx, pdf, doc, docs, xlsx, xls

Select Files

1-c. DTI certification/registration form & bio-data (for single proprietorship)

No Yes

Upload DTI certification/registration form & bio-data (for single proprietorship)

Max file size: 976.56 KB. | Allowed file types: docx, pdf, doc, docs, xlsx, xls

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2. Registration/accreditation with pertinent regulatory agency

No Yes

Upload Registration/accreditation with pertinent regulatory agency

Max file size: 976.56 KB. | Allowed file types: docx, pdf, doc, docs, xlsx, xls

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3. Business permit

No Yes

Upload Business permit

Max file size: 976.56 KB. | Allowed file types: docx, pdf, doc, docs, xlsx, xls

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D. AUDITED FINANCIAL STATEMENTS AND NOTES FOR 3 YEARS

No Yes

E. LATEST INTERIM FINANCIAL STATEMENTS

No Yes

Upload AUDITED FINANCIAL STATEMENTS AND NOTES, 3 YEARS

Max file size: 976.56 KB. | Allowed file types: docx, pdf, doc, docs, xlsx, xls

Select Files

Upload LATEST INTERIM FINANCIAL STATEMENTS

Max file size: 976.56 KB. | Allowed file types: docx, pdf, doc, docs, xlsx, xls

Select Files

F. BANK AND TRADING ACTIVITIES

1. List of top customers and suppliers, with contact persons & numbers

No Yes

Upload List of top customers and suppliers, with contact persons & numbers

Max file size: 976.56 KB. | Allowed file types: docx, pdf, doc, docs, xlsx, xls

Select Files

2. List of creditors, with contact persons & numbers

No Yes

Upload List of creditors, with contact persons & numbers

Max file size: 976.56 KB. | Allowed file types: docx, pdf, doc, docs, xlsx, xls

Select Files

3. Bank statements

No Yes

Upload Bank statements

Max file size: 976.56 KB. | Allowed file types: docx, pdf, doc, docs, xlsx, xls

Select Files

4. Written authority for FSSI to conduct trade & credit checking

No Yes

Upload Written authority for FSSI to conduct trade & credit checking

Max file size: 976.56 KB. | Allowed file types: docx, pdf, doc, docs, xlsx, xls

Select Files

G. PROPOSED LOAN COLLATERAL

Certified True Copy of TCT

No Yes

Upload Certified True Copy of TCT

Max file size: 976.56 KB. | Allowed file types: docx, pdf, doc, docs, xlsx, xls

Select Files

Copy of Tax Declaration for land &/or building, & receipts of payment of real estate taxes

No Yes

Upload Copy of Tax Declaration for land &/or building, & receipts of payment of real estate taxes

Max file size: 976.56 KB. | Allowed file types: docx, pdf, doc, docs, xlsx, xls

Select Files

Note: Certified True Copy of Tax Declaration for land and improvement will be required upon approval of loan

Copy of OR and CR of Vehicle

No Yes

Upload Copy of OR and CR of Vehicle

Max file size: 976.56 KB. | Allowed file types: docx, pdf, doc, docs, xlsx, xls

Select Files

Receipt &/or Registration of Equipment

No Yes

Upload Receipt &/or Registration of Equipment

Max file size: 976.56 KB. | Allowed file types: docx, pdf, doc, docs, xlsx, xls

Select Files

Certification

I hereby certify that the above information is true and correct to the best of my knowledge and belief.
I hereby authorize FSSI or any of its official representatives to make inquiries on information given herein.

First Name of Authorized Representative

Last Name of Authorized Representative

Signature of authorized representative:

Date

By submitting this form, you hereby agree to accept our Terms & Conditions. Your IP address 18.206.194.21 will be stored in our database.

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PROJECT PROPOSAL LOAN FORM

I. PROJECT INFORMATION

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First Name

Last Name

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II. INTRODUCTION

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III. PROJECT SUMMARY

A. PROJECT OBJECTIVE

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B. PROJECT OUTPUT & INDICATORS

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C. KEY BUSINESS ASPECTS & TARGET

PRODUCT

CURRENT OPERATION

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NEW BUSINESS TARGET

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CUSTOMER SEGMENTS

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KEY ACTIVITIES

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KEY RESOURCES

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KEY PARTNERS

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COST STRUCTURE

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REVENUE STREAMS

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IV. FINANCIAL PERFORMANCE & TARGET

A. COMPARATIVE FINANCIAL STATEMENTS & TARGETS (MAJOR HEADINGS)

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B. LOAN AGING/CREDIT STATUS

PREVIOUS YEARS

Current Loans

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Past due 1-30 days

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Past due 31 to 90 days

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Past due 91 to 180 days

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Past due 181 to 365 days

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Past due over 1 year

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Total loans

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Restructured-current

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Restructured-past due

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Accounts under litigation

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Written-off during period

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TARGET

Current loans

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Past due 1-30 days

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Past due 31 to 90 days

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Past due 91 to 180 days

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Past due 181 to 365 days

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Past due over 1 year

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Total loans

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Restructured-past due

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Accounts under litigation

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Written-off during period

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V. ENVIRONMENTAL MANAGEMENT

A. ENVIRONMENTAL COMPLIANCE

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B. ENVIRONMENTAL PRACTICES

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C. ENVIRONMENTAL MANAGEMENT POLICY

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VI. THE PROPONENT

A. GOVERNANCE

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B. MANAGEMENT & STAFFING

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C. PARTICIPATION (ownership, employment, livelihood)

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By submitting this form, you hereby agree to accept our Terms & Conditions. Your IP address 18.206.194.21 will be stored in our database.

Save your work anytime and visit the link to be given to update your application form.

PROJECT APPLICATION FORM

Business Information

Application for Financial Service

Documents for Submission

Upload Letter of Intent

Upload Project Proposal of Business Plan

1-a. For Cooperatives

Upload Certification of Registration, Articles of Cooperation & By-laws

Upload Cooperative Annual Performance Report (CAPR)

Upload Certificate of Compliance issued by CDA

1-b. For Organizations/Corporations registered with SEC

Upload Certificate of Registration, Articles of incorporation & By-laws

Upload General Information Sheet (GIS)

Upload DTI certification/registration form & bio-data (for single proprietorship)

Upload Registration/accreditation with pertinent regulatory agency

Upload Business permit

Upload AUDITED FINANCIAL STATEMENTS AND NOTES, 3 YEARS

Upload LATEST INTERIM FINANCIAL STATEMENTS

F. BANK AND TRADING ACTIVITIES

Upload List of top customers and suppliers, with contact persons & numbers

Upload List of creditors, with contact persons & numbers

Upload Bank statements

Upload Written authority for FSSI to conduct trade & credit checking

G. PROPOSED LOAN COLLATERAL

Upload Certified True Copy of TCT

Upload Copy of Tax Declaration for land &/or building, & receipts of payment of real estate taxes

Upload Copy of OR and CR of Vehicle

Upload Receipt &/or Registration of Equipment

Certification

Signature of authorized representative:

Your form has been submitted

PROJECT PROPOSAL LOAN FORM

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