Applicant Details Form (Test)

Personal Details (Applicant #1)

Address Details

Contact Details

Postal Address (If different from current residential address): Applicant #1

Address Line 1

Address Line 2

City

State / Province / Region

Zip / Postal Code

Country

Email Address (Applicant #1) *

Phone Number (Applicant #1) *

Postal Address (If different from current residential address): Applicant #2

Address Line 1

Address Line 2

City

State / Province / Region

Zip / Postal Code

Country

Email Address (Applicant #2) *

Phone Number (Applicant #2) *

Personal Loan Details

Desire Loan Amount

Terms of Payments (Months)

Employment Details

Income and Expenses Details

All income must be shown as annual amounts

Applicant #1: Income Details

#1. Gross Salary: *

#2. Rental-Property Investments: *

#3. Other investments (e.g. shares): *

#4. Other (Incl. Overtime) *

#5. Total Income: *

Applicant #2: Income Details

#1. Gross Salary: *

#2. Rental-Property Investments: *

#3. Other investments (e.g. shares): *

#4. Other (Incl. Overtime) *

#5. Total Income: *

Expenses:

*Total monthly expenses after loan. Includes food, housekeeping, utilities, transport, education (excluding HECS), medical/health, phone/internet/media, recreation and entertainment, clothing/personal care, insurances, child support/maintenance/dependants, strata fees/Body corporate fees, Investment Property expenses and other but excluding rent, personal loan, credit card payments.

Total Monthly Living Expenses: Applicant #1: *

Total Monthly Living Expenses: Applicant #2: *

Assets and Liabilities

If you do not own all assets or share all liabilities jointly, please complete individual financial statements.

This is the financial statement for:

Applicant #1
Applicant #2
Both

ASSETS – What you own

Real Estate:

#1. Address

Address Line 1

Address Line 2

City

State / Province / Region

Zip / Postal Code

Country

Market Value

Share (%)

#2. Address

Address Line 1

Address Line 2

City

State / Province / Region

Zip / Postal Code

Country

Market Value

Share (%)

#3. Address

Address Line 1

Address Line 2

City

State / Province / Region

Zip / Postal Code

Country

Market Value

Share (%)

Accounts - Saving Term Deposit:

#1. Name of Financial Institution: *

Amount ($): *

Share %: *

#2. Name of Financial Institution:

Amount ($)

Share %:

#3. Name of Financial Institution:

Amount ($):

Share %:

SuperAnnuation:

#1. Fund: *

Amount ($): *

Share %: *

#2. Fund:

Amount ($):

Share %:

#3. Fund:

Amount ($):

Share %:

OTHER (eg. household contents, shares, motor vehicles):

#1. Description: *

Amount ($): *

Share %: *

#2. Description:

Amount ($):

Share %:

#3. Description:

Amount ($):

Share %:

Total Assets

Total Assets: *

Liabilities—What you owe

Please tick for any liabilities that will be refinanced as part of this application * Current limit is the amount now owing plus any available redraw

Existing Mortgages - With Principal & Interest Repayments:

#1. Lender's Name: *

Current Limit $: *

Ref^: *

Current Interest Rate: %(p.a): *

Monthly Repayments $: *

Loan Term Remaining or Expiry Date: *

Amount Owing $ *

#2. Lender's Name:

Current Limit $:

Ref^:

Current Interest Rate: %(p.a):

Monthly Repayments $:

Loan Term Remaining or Expiry Date:

Amount Owing $:

#3. Lender's Name:

Current Limit $:

Ref^:

Current Interest Rate: %(p.a):

Monthly Repayments $:

Loan Term Remaining or Expiry Date:

Amount Owing $:

Existing Mortgages - With Interest Only Repayments or Line or Credit

#1. Lender's Name: *

Current Limit $: *

Amount Owing $: *

Current Interest Rate: %(p.a): *

IQ Period Remaining or Expiry Date: *

Ref^: *

Loan Term Remaining or Expiry Date *

Monthly Repayments $: *

#2. Lender's Name: *

Current Limit $: *

Amount Owing $: *

Current Interest Rate: %(p.a): *

IQ Period Remaining or Expiry Date: *

Ref^: *

Loan Term Remaining or Expiry Date: *

Monthly Repayments $: *

#3. Lender's Name: *

Current Limit $: *

Amount Owing $: *

Current Interest Rate: %(p.a): *

IQ Period Remaining or Expiry Date: *

Ref^: *

Loan Term Remaining or Expiry Date: *

Monthly Repayments $: *

Personal Loans / Bank Facilities/Overdrafts:

#1. Lender's Name: *

Amount Owing $: *

Schedule Limit *

Ref^: *

Monthly Repayments $: *

#2. Lender's Name:

Amount Owing $:

Schedule Limit:

Ref^:

Monthly Repayments $:

#3. Lender's Name:

Amount Owing $:

Schedule Limit:

Ref^:

Monthly Repayments $:

Credit Cards / Store Cards:

#1. Institution Name *

Ref^: *

Limit $ *

Amount Owing $: *

#2. Institution Name

Ref^:

Limit $

Amount Owing $:

#3. Institution Name

Ref^:

Limit $

Amount Owing $:

Hire Purchases / Leases / Personal Debts:

#1. Details: *

Amount Owing $:

Schedule Limit: *

Ref^:

Monthly Repayment$: *

#2. Details:

Amount Owing $:

Schedule Limit:

Ref^:

Monthly Repayment$:

#3. Details:

Amount Owing $:

Schedule Limit:

Ref^:

Monthly Repayment$:

Others eg. HECS, Contingent Liabilities or Guarantees):

#1. Details: *

Ref^: *

Schedule Limit: *

Amount Owing $: *

#2. Details:

Ref^:

Schedule Limit:

Amount Owing $:

#3. Details:

Ref^:

Schedule Limit:

Amount Owing $:

Total Liabilities

Total Liabilities *

Document Uploads

Please Upload the Required Documents and sign the Last page of the Credit Guide and Privacy Consent Form to process your Application.

#1. Rates Notice*

Drop your file here or click here to upload You can upload up to 1 files.

Probably The Last 5 Minutes of Your Loan Process

Personal Details (Applicant #1)

Address Details

Contact Details

Personal Loan Details

Employment Details

If a wage or salary earner, please provide the following details. (Applicant #1)

If under 2 years, please provide previous employment details.

If self-employed, please provide the following details

If a wage or salary earner, please provide the following details. (Applicant #1)

If under 2 years, please provide previous employment details.

If self-employed, please provide the following details: (Applicant #2)

Income and Expenses Details

Applicant #1: Income Details

Applicant #2: Income Details

Expenses:

Assets and Liabilities

ASSETS – What you own

Real Estate:

Accounts - Saving Term Deposit:

SuperAnnuation:

OTHER (eg. household contents, shares, motor vehicles):

Total Assets

Liabilities—What you owe

Existing Mortgages - With Principal & Interest Repayments:

Existing Mortgages - With Interest Only Repayments or Line or Credit

Personal Loans / Bank Facilities/Overdrafts:

Credit Cards / Store Cards:

Hire Purchases / Leases / Personal Debts:

Others eg. HECS, Contingent Liabilities or Guarantees):

Total Liabilities

Document Uploads

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