Gerber Finance Inc. Credit Application



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Transcription:

Gerber Finance Inc. Credit Application PLEASE PROVIDE ALL INFORMATION REQUIRED. If the space provided is not sufficient for your answers, please use additional sheets of paper and make them part of this application. CLIENT INFORMATION: Complete Legal Business Name: Street Address: City, State, Zip Code, County: Telephone Number: Facsimile Number: Alternate: Alternate: Website: E-Mail: Street Address and County of: A. Executive/Corporate Offices: B. All other locations where you do business: C. Location of books and records relating to accounts receivable: Type of Legal Entity (circle one): S Corporation / C Corporation / Limited Liability Corporation Jurisdiction (State and County) in which organized or certificate filed: Date Organized: Is the Company in good standing? Yes No Federal Tax ID #: State Tax #: Local Tax #: Type of Business (industry/product): Trade Name and Trade Styles Used: 1

Prior Names (d/b/a Company or Trade) used within the last five (5) years and dates when used: List mergers, acquisitions, consolidations, reorganizations, changes in state of incorporation or formation, or other changes in organizational form affecting you in the last five (5) years: Name, Address, and Contact Name for your Accountant: Telephone Number: Facsimile Number: Name, Address, and Contact Name for your Attorney: Telephone Number: Facsimile Number: Name of Bank where Company holds accounts: Does the business have accounts and/or relationships with other Lenders? Yes No. If yes, please provide the additional information: OWNERSHIP AND MANAGEMENT INFORMATION: List the names, complete addresses, telephone/facsimile and social security numbers of all: 1. STOCKHOLDERS: STOCKHOLDER NAME HOME ADDRESS/ PHONE NO. SOCIAL SECURITY NO. % OWNER 2. DIRECTORS: NAME HOME ADDRESS/PHONE NUMBER SOC. SEC. NUMBER 2

3. OFFICERS: NAME HOME ADDRESS/PHONE NUMBER SOC. SEC. NUMBER Have any of the above listed individuals ever been convicted of a felony? Yes No. If yes, please attach a written explanation. List the names, complete addresses, telephone and facsimile numbers of all: A. Subsidiaries, with their respective relationships, business and ownership to you: B. Affiliates, with their respective relationship to you: List the states in which you are qualified to conduct business: List the states in which you regularly conduct business, have sales representatives, or store inventory (Please give the exact business address (es) if at a fixed location): FINANCIAL INFORMATION: Are your payroll, federal and state income taxes, retirement and health and welfare plans funding payments current? Yes No If No, please list all arrears: The last date payroll, state and federal income taxes were paid: What payroll service, if any, do you utilize? How may people do you employ full time? Part-time? What is your average weekly gross payroll? 3

Are there any judgments existing or litigation pending against the company, shareholders, officers or directors? Yes No. If yes, please list date, court and docket number and attach a written explanation. Have you or any of the stockholders ever filed (or has someone ever filed on your behalf) for bankruptcy protection, either personally or on behalf of a corporate entity with which you were associated in any way? Yes No. If Yes, please list date, name under which filing occurred and attach a written explanation. In addition to the above information, please provide: 1) Copy of current inventory report 2) Copy of current accounts receivable aging 3) Copy of accounts payable aging 4) Copy of current internal financial statement, and accountant prepared for two prior fiscal years 5) Copy of tax returns for two prior fiscal years 6) Copy of articles of incorporation/organization 7) Personal financial statements of shareholder(s)/members 8) Copy of each shareholders /members driver s license Financial statements are (circle one): Compiled / Reviewed / Audited. COLLATERAL SECURITY INFORMATION: Please provide the following information about your inventory: 1. What is the current value of your inventory (lower of cost vs. market value)? 2. List all locations where inventory is stored: NAME AND ADDRESS OF FACILITY CONTACT PERSON % OF INVENTORY AT LOCALE PUBLIC WAREHOUSE (Yes or No) 3. Are all payables relating to or owing to the warehouse current? Yes No If No, please list all amounts owing and to whom? 4. Have any items in your inventory been sold to you on a consignment basis? Yes No 5. List the name(s) of your quality control and customs agent(s). 4

Please provide the following information about your accounts receivable: 1. Current value of accounts receivable? 2. Normal selling terms: 3. Are any of your sales secured by a Letter of Credit? Yes No 4. Do you buy goods or services from any of your customers? Yes No 5. What is the average dilution on your accounts receivable? 6. What percentage of sales are on a cash, credit card or COD basis? Please provide the following information about and submit copies of all liens on your company: 1. List all UCC-1 Financing Statements filed and/or to be filed on you: NAME OF SECURED PARTY STATES WHERE FILED COLLATERAL COVERED* * insert ALL if blanket lien 2. List all other security interests you have granted that cover inventory and/or accounts receivable: 3. List all tax liens, or liens relating to judgments or actions pending, against you: 4. Does anyone claim a purchase money security interest over all or part of your inventory? Yes No Please provide the following information on all sources of financing available to or used by you: NAME OF LENDER AMOUNT OF AVAILABLE LOAN SECURITY FOR LOAN 5

The foregoing statements have been carefully read by each of the undersigned and each of the undersigned certifies that the same are true and correct and that each of the undersigned have the authority to provide Gerber Finance Inc. the information and be bound by the terms of this application. Gerber Finance Inc. is authorized to (1) request, receive and verify personal and corporate credit reports and other financial information regarding each of the undersigned and its respective business that Gerber Finance Inc. deems appropriate; and (2) verify any information contained in this application, in any documents, schedules, reports, statements and/or other information provided under or pursuant to this application, or learned by Gerber Finance Inc. as part of its investigation and review of this application, applicant or applicant s business. Each of the undersigned hereby authorizes Gerber Finance Inc. to file before the closing of any financing contemplated by this application, in any jurisdiction, financing statements on all or any portion of each of the undersigned s personal property assets. Name of Company: Print Name of Person Signing: Title of Person Signing: Date: Name of Company: Print Name of Person Signing: Title of Person Signing: Date: Name of Company: Print Name of Person Signing: Title of Person Signing: Date: 6