Application for Commercial Financing
Bevel Financial, Inc.
YOUR INFORMATION
Help us learn a little more about you.
Business Legal Name
*
DBA
Address
*
Federal Tax ID
*
Time in Business
*
Nature of Business
Contact Name
*
Web Address
Phone
*
(555)444-3333
Format: (000) 000-0000.
Email
*
example@example.com
Business Type (Select One)
Sole Prop
Corporation
LLC
Partnership
Years of Ownership
*
State of Organization
*
Is there more than 1 person with >25% ownership in the business?
No
Yes
Gross Annual Revenue
Number of Employees
Fax
Sales Tax Exempt?
No
Yes
BANK & LENDING REFERENCES
This info can be helpful in securing your financing, but isn't required.
1. Bank or Lender Reference Name
1. Contact Name
1. Phone
Office
Format: (000) 000-0000.
1. Account Type
Savings
Checking
Loan
Line of Credit
2. Bank or Lender Reference Name
2. Contact Name
2. Phone
Office
Format: (000) 000-0000.
2. Account Type
Savings
Checking
Loan
Line of Credit
PRINCIPAL 1 INFORMATION
The primary owner or signor's information goes here.
First Name
*
Last Name
*
Title
*
DOB
/
Month
/
Day
Year
MM/DD/YYYY
SSN
*
Data encrypted using banking-grade security
Phone
*
Mobile
Format: (000) 000-0000.
Home Address (No PO Box)
*
City
*
State
*
Zip
*
US Citizen: Yes / No
*
Please Select
Yes
No
% Ownership
*
PRINCIPAL 2 INFORMATION
Required if additional owner has 25% or greater ownership
First Name
Last Name
Title
DOB
/
Month
/
Day
Year
MM/DD/YYYY
SSN
Data encrypted using banking-grade security
Phone
Mobile
Format: (000) 000-0000.
Home Address
City
State
Zip
US Citizen
Please Select
Yes
No
% Ownership
EQUIPMENT INFORMATION
How will you utilize this financed equipment?
Please Select
Asset Management Program
Business Operations (company use)
Project-Specific (limited duration)
Purchase Amount ($)
*
If unsure on final number, please give closest estimate.
Business Purposes
*
By checking this box, I confirm that I’m using the Equipment for Business Purposes (not family, personal, or household purposes)
Upload Supporting Files and Documentation (if applicable)
Browse Files
Drag and drop files here
Choose a file
Invoice, quote, or contract.
Cancel
of
Principal 1 Signature
Signature
*
Printed Name
*
Title
*
Date
*
/
Month
/
Day
Year
Date
Principal 2 Signature
If applicable, see above. All 25% owners must provide principal information and sign.
Signature
*
Printed Name
*
Title
*
Date
*
/
Month
/
Day
Year
Date
Save
Submit
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