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
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
1. Account Type
Savings
Checking
Loan
Line of Credit
2. Bank or Lender Reference Name
2. Contact Name
2. Phone
Office
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
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
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 - EZ
Asset Management Program - Armada
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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