AGRICULTURAL LOAN APPLICATION



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Transcription:

AGRICULTURAL LOAN APPLICATION REQUESTED LOAN AMOUNT PURPOSE APPLICANT TYPE INDIVIDUAL JOINT CORPORATION PARTNERSHIP OTHER REQUESTED LOAN TYPE OPERATING LINE OF CREDIT TERM EQUIPMENT REAL ESTATE INDIVIDUAL OR JOINT INFORMATION BORROWER NAME BIRTH DATE SS # CO BORROWER NAME BIRTH DATE SS # ADDRESS PHONE E-MAIL ADDRESS CELL PHONE ANY OFF FARM EMPLOYMENT ANNUAL INCOME CORPORATION OR PARTNERSHIP INFORMATION CORP OR PARTNERSHIP NAME TIN ADDRESS CORP. OFFICERS & TITLES PARTNERS & % OWNERSHIP BASIC CREDIT & LEGAL INFORMATION HAS THE BORROWER EVER BEEN INVOLVED IN BANKRUPTCY? YES NO HAVE YOU FILED ALL NECESSARY STATE & FEDERAL INCOME TAX RETURNS? YES NO ARE ANY TAXES DELINQUENT OR UNDER DISPUTE? YES NO ARE YOU A DEFENDANT IN A LEGAL ACTION, OR HAVE JUDGMENTS OR MECHANIC'S LIENS OUTSTANDING? YES NO LIST ANY CONTINGENT LIABILITIES AS ENDORSER, COSIGNER, OR GUARANTOR (NAMES & AMOUNTS) INSURANCE COVERAGES AMOUNT AGENCY BUILDINGS $ EQUIPMENT $ CROPS $ LIABILITY $ LIFE (BORROWER) $ LIFE (CO BORROWER) $ MEDICAL $ DISABILITY $ IF PURPOSE IS REAL ESTATE PURCHASE REFINANCE CONSTRUCTION OTHER PURCHASE PRICE $ DOWN PAYMENT AVAILABLE $ REQUESTED TERM IN YEARS PAYMENT SCHEDULE ANNUAL SEMI ANNUAL QUARTERLY MONTHLY (1ST PMT ) DATE REQUESTED To obtain and maintain credit from time to time, in any form whatsoever, with Alliance Bank (Alliance), for claims and demands against the undersigned, the undersigned submits this information as being a true and accurate statement of his/hers/its financial condition on the date signed, and agrees that if any change occurs that materially reduces the means and ability to pay all claims or demands against them, the undersigned will immediately notify Alliance Bank. Unless Alliance is so notified it may continue to rely upon the statement herein given as a true and accurate statement of the financial condition of the undersigned. Alliance is hereby authorized to make any and all inquiries it deems necessary to verify the accuracy of the statements herein made. Alliance is further authorized to answer any questions from third parties concerning the undersigned's experience with Alliance. SIGNATURE DATE SIGNATURE DATE

BALANCE SHEET OF: DATED: Prepared for ALLIANCE BANK CURRENT ASSETS VALUE CURRENT LIABILITIES AMOUNT CASH & SAVINGS ACCOUNTS PAYABLE & OPEN ACCOUNTS ACCOUNTS RECEIVABLE (SCHEDULE A1) CASH VALUE OF LIFE INSURANCE (SCHEDULE A2) STORED GRAIN UNITS WT. $/UNIT CONTRACT CORN BEANS PRINCIPAL DUE ON INTERMEDIATE TERM DEBT (NEXT 12 MOS.) PRINCIPAL DUE ON LONG TERM DEBT (NEXT 12 MOS.) ACCRUED INTEREST DUE ON INTERMEDIATE TERM DEBT ACCRUED INTEREST DUE ON LONG TERM DEBT ADDITIONAL GRAIN INVENTORY (SCHEDULE A3) FEEDER LIVESTOCK UNITS WT. $/UNIT CONTRACT NOTES TO: SECURITY DUE RATE PRIN. BAL. INT. ALLIANCE ADDITIONAL LIVESTOCK (SCHEDULE A4) INVESTMENT IN GROWING CROPS (SCHEDULE A6) SUPPLIES & PREPAID EXPENSES (SCHEDULE A7) ADD. CURRENT LIABILITIES (SCHEDULE B3) CURRENT ASSETS CURRENT LIABILITIES INTERMEDIATE ASSETS VALUE INTERMEDIATE LIABILITIES BREEDING LIVESTOCK UNITS WT $/UNIT NOTES TO: SECURED BY PAYMENT DUE RATE BALANCE PRIN. DUE 12 MONTHS AMOUNT ALLIANCE ADDITIONAL BREEDING LIVESTOCK (SCHEDULE A5) OTHER INTERMEDIATE TERM ASSETS (SCHEDULE B1) EQUIPMENT (SCHEDULE A8) VEHICLES (SCHEDULE A8) ADDITIONAL INTERMEDIATE LIABILITIES (SCHEDULE B4) INTERMEDIATE ASSETS INTERMEDIATE LIABILITIES LONG TERM ASSETS VALUE LONG TERM LIABILITIES HOW TITLED ACRES YEAR ACQUIRED ORIGINAL COST MTG Y/N NOTES TO: SECURED BY PAYMENT DUE RATE BALANCE PRIN. DUE 12 MONTHS AMOUNT ALLIANCE ADDITIONAL ACREAGE (SCHEDULE B5) OTHER LONG TERM ASSETS (SCHEDULE B2) OTHER REAL ESTATE DEBTS (SCHEDULE B5) LONG TERM ASSETS LONG TERM LIABILITIES NON-FARM ASSETS (SCHEDULE B6) NON-FARM LIABILITIES (SCHEDULE B7) ASSETS LIABILITIES By my signature on this form, I hereby acknowledge that the information contained in this financial statement is provided for the purpose of obtaining credit from Alliance Bank. It is understood that NET WORTH Alliance will rely on the information provided in making its credit decision. Those signing this statement warrant and represent the information herein submitted is true and correct in all respects and Alliance may consider this representation continuing until written notice to the contrary is received by Alliance SIGNATURE DATE from the undersigned. Alliance is authorized to make all inquiries it deems necessary to verify the accuracy of the statements herein made, or in its discretion, to further determine the undersigned's credit standing. Alliance is hereby authorized to answer any questions from third parties concerning the undersigned's experience with Alliance. SIGNATURE DATE Page 1

BALANCE SHEET SUPPORTING SCHEDULES FOR: DATE: **NOTE: Use these forms only for information which does not fit on the main Balance Sheet form! SCHEDULE A1: ACCOUNTS RECEIVABLE SCHEDULE A2: CASH VALUE OF LIFE INSURANCE OWED BY WHEN DUE AMOUNT COMPANY INSURED CASH VALUE SCHEDULE A3: STORED GRAIN & FEED SCHED A6: INVESTMENT IN GROWING CROPS DESCRIPTION UNITS $/UNIT VALUE DESCRIPTION # ACRES INVESTMENT SCHEDULE A4: FEEDER LIVESTOCK DESCRIPTION UNITS $/UNIT VALUE VALUE SCHED A7: SUPPLIES / PREPAID EXPENSES DESCRIPTION QUANTITY VALUE VALUE SCHEDULE A5: BREEDING LIVESTOCK DESCRIPTION UNITS $/UNIT VALUE VALUE VALUE Page 2

SCHEDULE A8 TO BALANCE SHEET OF DATE: FARM EQUIPMENT DESCRIPTION MAKE MODEL YEAR SECURITY HELD BY OWNER'S VALUATION NAEDA VALUATION ADJUSTMENT SUB FARM EQUIPMENT SUB FARM VEHICLES SUB PERSONAL VEHICLES GRAND I AM THE OWNER OF THE PROPERTY DESCRIBED ABOVE AND HEREBY AGREE THAT THESE ITEMS ARE GIVEN AS COLLATERAL FOR CREDIT OBTAINED FROM ALLIANCE BANK. I FURTHER AGREE THAT THE ABOVE DESCRIPTION OF COLLATERAL SERVES AS AN EXHIBIT OR SUPPLEMENT TO ALL SECURITY AGREEMENTS COVERING SAID PROPERTY SIGNED DATED SIGNED DATED Page 3

BALANCE SHEET SUPPORTING SCHEDULES FOR: DATE: **NOTE: Use these forms only for information which does not fit on the main Balance Sheet form! SCHEDULE B1: OTHER INTERMEDIATE ASSETS SCHEDULE B3: CURRENT LIABILITIES DESCRIPTION VALUE OWED TO RATE BALANCE ACCURED INTEREST S SCHEDULE B2: OTHER LONG TERM ASSETS SCHEDULE B4: INTERMEDIATE LIABILITIES DESCRIPTION VALUE OWED TO RATE CURRENT BALANCE PRIN. DUE 12 MONTHS DATE DUE ACCURED INTEREST S SCHEDULE B5: FARM REAL ESTATE YEAR ORIGINAL OWNER'S PAYM'T INTEREST CURRENT PRIN. DUE ACCRUED HOW TITLED ACRES ACQUIRED COST VALUE LIEN HELD BY DUE RATE BALANCE 12 MONTHS INTEREST S SCHEDULE B6: NONFARM ASSETS SCHEDULE B7: NONFARM LIABILITIES DESCRIPTION VALUE TO WHOM OWED RATE BALANCE ACCURED INTEREST S Page 4

ACREAGE PLAN OF: DATED: TILLABLE CORN QUANTITY BEANS QUANTITY QUANTITY FSA BASE FARM NAME ACRES SHARE ACRES YIELD (MY SHARE) ACRES YIELD (MY SHARE) ACRES YIELD (MY SHARE) ACRES FSA YLD DEF. PRODUCED AMOUNT USED ON THE FARM BEFORE LIMITATION SUBJECT TO LIMIT AMOUNT OVER LIMIT AVAILABLE FOR SALE ESTIMATED PRICE/UNIT ELIGIBLE PAYMENTS ADVANCE VAL. OF PROD. FOR SALE REMAINDER Page 5

INCOME CASH FLOW LOAN PROJECTION FOR: PERIOD: THROUGH (From Current Balance Sheet for 1 Year) MONTH: 1 CORN 1 2 SOYBEANS 2 3 GOVERNMENT PAYMENTS 3 4 4 5 5 6 6 7 CASH FARM RCPTS. 7 8 NON-FARM INCOME 8 9 OTHER BORROWINGS 9 10 CASH RECEIPTS 10 EXPENDITURES 11 CHEMICALS 11 12 CUSTOM HIRE 12 13 FEED PURCHASED 13 14 FERTILIZERS & LIME 14 15 FREIGHT & TRUCKING 15 16 GASOLINE, FUEL, & OIL 16 17 INSURANCE 17 18 INTEREST 18 19 LABOR 19 20 RENT OR LEASE 20 21 REPAIRS & MAINTENANCE 21 22 SEEDS 22 23 STORAGE & WAREHOUSING 23 24 SUPPLIES 24 25 TAXES (EXCLUDING INCOME TAX) 25 26 UTILITIES 26 27 VETERINARY, BREEDING, & MEDICINE 27 28 LIVESTOCK PURCHASES 28 29 OTHER 29 30 CASH FARM EXPENSE 30 31 LIVING EXPENSE 31 32 INCOME TAXES 32 33 CAPITAL PURCHASES 33 34 DEBT PAYMENTS (PRINCIPAL) 34 35 EXPENDITURES 35 36 LOAN BALANCE 36 PROJECTED ENDING INVENTORIES AS OF : STORED GRAIN: MKT LIVESTOCK: ACCR'D INTEREST: BREEDING LIVESTOCK: PREPAID EXPENSES: ACC'TS REC.: ACCT'S PAY.: SIGNED: DATED:

EARNINGS STATEMENT & CAPITAL PURCHASES SUMMARY FOR: DATE OF LAST YEAR'S BALANCE SHEET DATE OF THIS YEAR'S BALANCE SHEET --FARM INCOME-- 1 CORN 2 SOYBEANS 3 GOVERNMENT PAYMENTS 4 5 6 7 8 CASH FARM INCOME SUM LINES 1 THRU 7 --FARM EXPENSES-- COINCIDES WITH TAX FORM SCH. F 9 CAR & TRUCK EXPENSE 10 CHEMICALS 11 CONSERVATION EXPENSES 12 CUSTOM HIRE 13 DEPRECIATION 14 EMPLOYEE BENEFIT PROGRAMS 15 FEED PURCHASED 16 FERTILIZERS & LIME 17 FREIGHT & TRUCKING 18 GASOLINE, FUEL, & OIL 19 INSURANCE 20 INTEREST 21 LABOR 22 PENSION & PROFIT SHARING PLANS 23 RENT OR LEASE 24 REPAIRS & MAINTENANCE 25 SEEDS 26 STORAGE & WAREHOUSING 27 SUPPLIES 28 TAXES (EXCLUDING INCOME TAX) 29 UTILITIES 30 VETERINARY, BREEDING, & MEDICINE 31 OTHER 32 CASH FARM OPERATING EXPENSE SUM LINES 9 THRU 31 33 NET FARM INCOME FROM OPERATIONS LINE 8 - LINE 32 34 GAIN OR LOSS ON CAPITAL SALES 35 NET FARM INCOME LINE 33 - LINE 34 --NON-FARM INCOME-- 36 SALARY/WAGES 37 INTEREST/DIVIDEND INCOME 38 OTHER *****IMPORTANT***** Please use this space to detail any capital purchases and/or sales since your last financial statement. Examples: Traded 4020 tractor for 4430 ($18,000 "boot") Built pole barn ($16,000 cost) Sold grain wagon ($2,000) --INCOME TAX & LIVING EXPENSES-- 39 CASH INCOME TAX EXPENSE 40 FAMILY LIVING 41 EXTRAORDINARY ITEMS (i.e. COLLEGE) 42 NET INCOME LINE 35 + 36 + 37 + 38-39 - 40-41 Page 7