INDIVIDUAL FOR BUSINESS FOR INDIVIDUAL HOME LOAN LOAN AGAINST PROPERTY INSURANCE SERVICES

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Marvin Harris
8 years ago
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1 INDIVIDUAL FOR BUSINESS LOAN AGAINST PROPERTY HOME LOAN FOR INDIVIDUAL INSURANCE SERVICES

2 Business Loan/ Personal Loan Salaried Self-employed Professional Self Emplyed Non Professional (Pvt. Ltd. Co.,,, Public Ltd. Co) 1 colour photograph Documents required: ID proof, Residence/Office address proof, Signature proof, DOB proof Income details Salary slip for last 3 months IT returns for 2 years Balance sheet & P/L Account statement for the last 2 years with Annexures IT returns for 2 years Balance sheet & P/L Account statement for the last 2 years with Annexures Bank statements 3 months (of salary account) 6 months 6 months Business proof / Employment proof Job continuity proof Form 16 Qualification Certificate / Certificate of Practice (COP) Shop Act License / MOA & AOA / deed Shop Act License for sole proprietorships / Sales Tax / VAT registration / deed / MOA & AOA and Board resolution Letter of Authority by firm, Certificate of shareholding pattern NA NA Details of all running obligations Co-Applicant details: Photograph, ID & address proof Construction Equipment Finance Documents required Income details Business proof Bank statement Past repayment track records (if applicable) Work order details (if applicable) Mining Lease, NOC pollution (if applicable) Fleet list details (if applicable) Individual / ID proof, DOB proof, Signature proof, Residence/Office address proof IT return 2 years, Balance sheet & P/L Account statement for 2 years (if applicable) Shop Act License / Sales Tax / VAT registration 6 months Firms & Companies ID proof (Partner's / Director's), DOB proof (Certificate of Incorporation / Registration date), Signature proof, Residence/Office address proof IT returns, Balance sheet & P/L Account statement for the last 2 years : deed Companies: MOA/AOA, ROC No. 6 months Loan Against Securities 1 photograph Documents required Income details Bank statement Demat proof Business proof Salaried ID proof, DOB proof Signature proof, Residence/ Office Address proof Latest pay slip & Form 16 with for past 2 years 3 months 3 months NA Self Employed HUF: Karta firm: Partners ID proof, DOB proof, Signature proof, Residence/Office address proof IT Returns & Balance sheet & P/L Account statement for the last 2 years CA certified networth statement Shop Act License for sole proprietorships / Sales Tax /VAT registration / deed / MOA & AOA and Board resolution Director's Companies ID proof, (Certificate of Incorporation), Residence/Office address proof, Signature proof IT Returns & Audited Financial for last 2 years, Latest Wealth Tax return, CA certified networth statement 3 months MOA & AOA / deed / Trust deed, Form 32, List of subsidiaries and sub companies Mortgages (Loan Against Property/Home Loans) 1 colour photograph Documents required: ID proof, Residence/Office address proof, DOB proof,pan card, Electricity bill Income details Bank statement Business proof Property documents Details of all running obligations Co-Applicant details: Photograph, ID & address proof Individual (Self Employed) IT returns for 2 years Balance sheet & P/L Account statement for the last 2 years with Annexures 12 months Shop / Factory License certificate Photocopy of original sale deed allotment/ possession letter NOC from society & other documents as per legal report Companies IT returns for 2 years Balance sheet & P/L Account statement for the last 2 years with Annexures 12 months (Loan Against Property) 6 months (Home Loans) Companies : Certificate of Incorporation, MOA & AOA, Board resolution and POA for execution of loan transaction Firms : deed, Registration certificate and POA for execution of loan transaction Photocopy of original sale deed allotment/ possession letter NOC from society & other documents as per legal report

P/L Account statement for the last 2 years with Annexures IT returns for 2 years Balance sheet & P/L Account statement for the last 2 years with Annexures Bank statements 3 months (of salary account)

3 Application Form No : Please fill in all the required details in BLOCK LETTERS. Tick boxes as applicable. *Mandatory Fields Type of Loan* Business Loan Construction Equipment Finance Home Loans Permanent Residential Address Employment Details - Applicant Applicant Details Loan Details Loan Amount* ` Loan Against Property Loan Against Securities Personal Loan Required Tenor in Months* Purpose of the Loan* Balance Transfer Loan Consolidation Property purchase Business Expansion Name of the Applicant* Father s/spouse s Name* Employment Type* Business Constitution* If others, please specify Date of Birth* D D M M Y Y Y Y Residence Salaried Self Employed Professional Self Employed Businessman ID Type*(Where applicable) Professional ID Employment ID Relevant ID No. Designation Name of the firm / * Department Total Experience Yrs Months Office Owned Yes No Extension No. Preferred Address to Contact* Residence Office Marital Status* Married Driving License PAN Card Passport Ration Card UID Residence Type* Rented Owned RCO Staying Since M I D D L E L Relationship Contact Person Name* Pg. 1 of 6

Against Property Loan Against Securities Personal Loan Required Tenor in Months* Purpose of the Loan* Balance Transfer Loan Consolidation Property purchase Business Expansion Name of the Applicant*

4 Individual Partner Marital Status* Married Father s / Spouse s Name* Co-Applicant / Guarantor Details If, then Type/ Constitution* Guarantor * Date of Incorporation/ Birth* D D M M Y Y Y Y ID Document Type * Office / Residence Preferred Mailing Branch Office Registered Office Residence Residence Type Rented Owned RCO Staying Since Driving License PAN Card Passport Ration Card ROC Registration TAN UID Registered Office Details Tel No.1* Tel No.2 Employment Type* Salaried Self Employed Professional Self Employed Businessman ID Type* Professional ID Employment ID Relevant ID No. Designation Department Co-Applicant Employment Details Name of the * Business Constitution* Total Experience Yrs Months Office Owned Yes No Extension No. Preferred Address to Contact* Residence Office Insurance Nominee Details Relationship with * Name* Residence To add more Co-applicants/Guarantors, use additional Co-Applicant Sheets Details of Existing Loans No. of Bajaj Finance loans being serviced currently* No. of Non Bajaj Finance loans being serviced currently* Auto Loan Consumer Durable Loan Distribution Personal Loan Loan Against Shares/Securites Secured Business Loan Construction Equipment Loan Loan Against Property Personal Loan Unsecured Pg. 2 of 6

Registration TAN UID Registered Office Details Tel No.1* Tel No.2 Employment Type* Salaried Self Employed Professional Self Employed Businessman ID Type* Professional ID Employment ID Relevant ID No.

5 Please fill the following details in case of Construction Equipment Loan, else ignore. Grade Model Manufacturer Cost No. of Units **Construction Equipment Finance **Loan Against Securities Please fill the following details in case of Loan Against Shares/ Securities, else ignore. Client Type Retail Loan Against Shares/ Securities Promoter Loan Against Shares/Securities Client Name Client ID DP Name DP ID Loan Against Property - Product Segment Type of Loan Loan Against Existing Property Lease Rental Discounting Purchase of Commercial Property Loan Against Plot Home Loan - Product Segment Type of Loan Builder Purchase Resale Refinance Balance Transfer Builder Self Construction Under Construction Ready Property Plot Purchase **Mortgages Plot Purchase + Construction LAP & Home Loan - Specific Product Segment (Property Details) Type of Property Residential Commercial Mixed Usage Status of the Property Self Occupied Rented Vacant Property Address Landmark City Property Age Yrs Months Property Construction Area sq. ft. Property Land Area sq. ft. Estimated Property Value (in ` ) Processing Fee Details Instrument Type Cheque DD Instrument Date: Instrument No. Amount ` Bank Name ** To be filled in for respective product loan Pg. 3 of 6 Acknowledgment Please furnish documents mentioned in the document checklist section for approval* of your loan application. Please write to us at our Customer Service Mail ID : wecare@bajajfinserv.in for any queries and suggestions. Name of the Applicant* Loan Amount Applied* Mobile No. of the Sales executive* Note*: Credit at the sole discretion of Bajaj Finance Limited Date* Application Form No.

Client Type Retail Loan Against Shares/ Securities Promoter Loan Against Shares/Securities Client Name Client ID DP Name DP ID Loan Against Property - Product Segment Type of Loan Loan Against

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7 This is a Continuation to Loan Application Form No. : Individual Partner Registered Office Details Co-Applicant/ Guarantor Details Father s / Spouse s Name* If, then Type / Constitution* Guarantor* Date of Incorporation / Birth* D D M M Y Y Y Y Office / Residence Tel No.1* Tel No.2 Marital Status* Married Preferred Mailing Branch Office Registered Office Residence Driving License PAN Card Passport Ration Card ROC Registration TAN UID Individual Partner Marital Status* Married Father s/spouse s Name* Co-Applicant/ Guarantor Details If, then Type / Constitution* Guarantor* Date of Incorporation / Birth* D D M M Y Y Y Y Office / Residence Driving License Preferred Mailing Branch Office Registered Office Residence PAN Card Passport Ration Card ROC Registration TAN UID Registered Office Details Tel No.1* Tel No.2 Pg. 5 of 6

8 Individual Marital Status* Married Father s/spouse s Name* Registered Office Details Co-Applicant / Guarantor Details If, then Type / Constitution* Guarantor* Date of Incorporation/ Birth* D D M M Y Y Y Y Office / Residence Preferred Mailing Branch Office Registered Office Residence PAN Card Passport ROC Registration TAN UID Individual Marital Status* Married Father s / Spouse s Name* Co-Applicant / Guarantor Details If, then Type / Constitution* Guarantor* Date of Incorporation / Birth* D D M M Y Y Y Y Office / Residence PAN Card Passport Preferred Mailing Branch Office Registered Office Residence ROC Registration TAN UID Registered Office Details Tel No.1* Tel No.2 Pg. 6 of 6

Marital Status* Married Father s / Spouse s Name* Co-Applicant / Guarantor Details If, then Type / Constitution* Guarantor* Date of Incorporation / Birth* D D M M Y Y Y Y

LOAN APPLICATION FORM

LOAN APPLICATION FORM BUSINESS LOAN EMI FINANCE HOME LOAN LOAN AGAINST PROPERTY PERSONAL LOAN INSURANCE SERVICES LOAN AGAINST SECURITIES SALARIED SELF-EMPLOYED BUSINESS BAJAJ FINANCE LIMITED DOCUMENT CHECKLIST