SB Finance Application Form -Advanced Energy Technologies SB Finance Application Form -Advanced Energy Technologies Page 1 First Name Middle Name Last Name Mother's Maiden Name ProvincePlease select... Abra Agusan del Norte Agusan del Sur Aklan Albay Antique Apayao Aurora Bangsamoro Autonomous Region In Muslim Mindanao (BARMM) Basilan Bataan Batanes Batangas Benguet Biliran Bohol Bukidnon Bulacan Cagayan Camarines Norte Camarines Sur Camiguin Capiz Catanduanes Cavite Cebu Cordillera Administrative Region (CAR) Cotabato Davao de Oro Davao del Norte Davao del Sur Davao Occidental Davao Oriental Dinagat Islands Eastern Samar Guimaras Ifugao Ilocos Norte Ilocos Sur Iloilo Isabela Kalinga La Union Laguna Lanao del Norte Lanao del Sur Leyte Maguindanao del Norte Maguindanao del Sur Marinduque Masbate MIMAROPA Region Misamis Occidental Misamis Oriental Mountain Province National Capital Region (NCR) Negros Occidental Negros Oriental Northern Samar Nueva Ecija Nueva Vizcaya Occidental Mindoro Oriental Mindoro Palawan Pampanga Pangasinan Quezon Quirino Region I (Ilocos Region) Region II (Cagayan Valley) Region III (Central Luzon) Region IV-A (CALABARZON) Region IX (Zamboanga Peninsula) Region V (Bicol Region) Region VI (Western Visayas) Region VII (Central Visayas) Region VIII (Eastern Visayas) Region X (Northern Mindanao) Region XI (Davao Region) Region XII (SOCCSKSARGEN) Region XIII (Caraga) Rizal Romblon Samar Sarangani Siquijor Sorsogon South Cotabato Southern Leyte Sultan Kudarat Sulu Surigao del Norte Surigao del Sur Tarlac Tawi-Tawi Zambales Zamboanga del Norte Zamboanga del Sur Zamboanga Sibugay City Zip Code Barangay House No., Street Name, Civil StatusPlease select... Single Married Legally separated Annulled Widowed CitizenshipPlease select... Filipino Non Filipino(Foreigner) SexPlease select... Male Female Educational AttainmentPlease select... Undergraduate Graduate Post-graduate Vocational Training Date of Birth (MM/DD/YYYY) Place of Birth Mobile Number 09XXXXXXXXX Home Phone Number/Landline +632 Email Address Spouse Details First Name Middle Name Last Name Date of Birth Mobile Number 09XXXXXXXXX Employer Name Job Position GA4 Tracking Code G-Tag ID (Set default value to your Tag ID) Page 2 Home OwnershipPlease select... Owned Rented Company Provided Mortgaged Duration of stay in year(s) Car OwnershipPlease select... Personal Personal (Currently on mortgaged) Company provided Both None Monthly Installment/Mortgage One (1) valid government-issued photo-bearing ID Front Kindly ensure that you upload a clear and correct identification document that includes your signature and date of birth. One (1) valid government-issued photo-bearing ID Back Kindly ensure that you upload a clear and correct identification document that includes your signature and date of birth. GA4 Tracking Code G-Tag ID (Set default value to your Tag ID) Page 3 TIN Employment TypePlease select... Salaried (employed) Self-Employed / Business Owner Unemployed RankPlease select... Rank and File Junior Officer Assistant Manager/ Senior Assistant Manager Manager/Senior Manager Assistant Vice President/Senior Assistant VP Vice President/First Vice President/ Senior Vice President/Executive VP President/Chief Executive Officer/ Director/Chairman Business Owner Do you have an existing credit card that has been active for at least 12 months?Please select... Yes, my credit limit is PhP 15,000- 35,000 Yes, my credit limit is PhP 36,000 and above No, I don't have a credit card that has been active for at least 12 months Job Position Attach your latest SOA Employment Details Self-Employed Documentation Requirements Latest one (1) year Audited Financial Statement (AFS) with at least the previous year’s comparative financials or Bank Certificate with at least 3 months Average Daily Balance (ADB) SEC/DTI Certificate of Registration Business permit/Mayor’s permit Latest three (3) months bank statements List of three (3) trade references (at least one (1) supplier and one (1) customer) with contact details Latest General Information Sheet (GIS) if your business is a corporation Latest 1 year Audited Financial Statement Kindly ensure that the image/file uploaded is clear. SEC/DTI Certificate of Registration Kindly ensure that the image/file uploaded is clear. Business/Mayor Permit Kindly ensure that the image/file uploaded is clear. Latest 3 Months Bank statement Kindly ensure that the image/file uploaded is clear. Latest General Information Sheet Kindly ensure that the image/file uploaded is clear. Business Name Business address Date Established Average Gross Monthly Income List of three (3) trade references (at least one (1) supplier and one (1) customer) with contact details Name Contact Number Name Contact Number Name Contact Number GA4 Tracking Code G-Tag ID (Set default value to your Tag ID) Employment Details Income Documents for Employed Individuals Any of the following: Latest one (1) month payslip Certificate of Employment and Compensation – issued within the last six (6) months Latest Income Tax Return (ITR) Income Document Requirements Kindly ensure that the image/file uploaded is clear. *COE validity should be within the last 2 months only" Employer Name Employer Contact Number Employer Email Monthly Salary Employer address Date Hired GA4 Tracking Code G-Tag ID (Set default value to your Tag ID) Page 4 Loan PurposePlease select... Home Improvement/Repairs Education / Tuition Fees Business Related Other Are you currently a Security Bank Depositor?Please select... No, I don't have a Security Bank Account Yes, I have a personal account with Security Bank Yes, I have a Security Bank Payroll Account Do you have an existing loan?Please select... Yes No Mode of loan release Please select... Credit to other bank Credit to other bank Credit to my Security Bank Account Credit to my Security Bank Account Credit to other bank Payment TermsPlease select... 12 months 18 months 24 months 36 months Desired loan amount (PhP) Personal Reference (at least 2) Name Address Mobile Number 09XXXXXXXXX Relationship Name Address Mobile Number 09XXXXXXXXX Relationship GA4 Tracking Code G-Tag ID (Set default value to your Tag ID) At the core of SB Finance’s business is provision of excellent financial services while ensuring the protection of information entrusted to us by our clients and website visitors. This is in accordance with the Data Privacy Act of 2012 (Republic Act No. 10173), its Implementing Rules and Regulations and other issuances by the National Privacy Commission, as well as globally accepted data privacy standards and regulations. For more details, please visit SB Finance's Privacy Notice and Terms and Conditions.I have read and accepted the privacy notice, and terms and conditions.