Page 1

Personal Loan Application Form

First Name

Middle Name

Last Name

Mother's Maiden Name

For verification

Province

City

Zip Code

Barangay

House No., Street Name,

Civil Status

Citizenship

Sex

Educational Attainment

Date of Birth (MM/DD/YYYY)

Place of Birth

Mobile Number

09XXXXXXXXX

Home Phone Number/Landline

+632

Email Address

Spouse Details (Verification of Personal Details)

First Name

Middle Name

Last Name

Mobile Number

Date of Birth

Employer Name / Business Name

Job Position

GA4 Tracking Code

G-Tag ID (Set default value to your Tag ID)

Google Campaign ID

Google Ad Group

Page 2

Home Ownership

Duration of stay in year(s)

Car Ownership

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 Type

Rank

Do you have an existing 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

For HR Verification

Employer Email

Please input company email. For HR Verification

Monthly Salary

Employer address

Date Hired

GA4 Tracking Code

G-Tag ID (Set default value to your Tag ID)

Page 4

Loan Purpose

Are you currently a Security Bank Depositor?

Do you have an existing loan?

Mode of loan release

Payment Terms

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.

Loanable Amount	PhP30,000 to PhP3 Million
Payment Terms (Minimum and maximum period for repayment)	12, 18, 24, 36 months
Monthly Add-On Rate*	2%
Estimated APR at 36 months	39.43%
Processing Fee	PhP 5,000
Notarial Fee (For P100,000 loan and up)	Php 300.00