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Navy Federal® Small Business Loan Application

Amount $_____Purpose_____Collateral_____ Checking account number to attach overdraft protection _____ Amount $_____Purpose_____Collateral_____Complet e Legal Name of Business (or individual if sole proprietorship)Access NumberDBA Name (if applicable)Federal Tax ID Address: StreetCityStateZip Code Business Phone Code Business Fax Business EstablishedType of BusinessWebsite AddressNo. of EmployeesBusiness Contact NameContact Email AddressContact Phone Time as Owner %%% If yes, please explain: (Name of financial institution or third-party account): This document contains both information and form fields.

Title in Name of Market Value Mortgage Lender Balance Monthly Payment Rental Income: G. Equal Credit Opportunity Notice. Were your gross revenues $1,000,000 or less in your previous fiscal year?

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Transcription of Navy Federal® Small Business Loan Application

1 Amount $_____Purpose_____Collateral_____ Checking account number to attach overdraft protection _____ Amount $_____Purpose_____Collateral_____Complet e Legal Name of Business (or individual if sole proprietorship)Access NumberDBA Name (if applicable)Federal Tax ID Address: StreetCityStateZip Code Business Phone Code Business Fax Business EstablishedType of BusinessWebsite AddressNo. of EmployeesBusiness Contact NameContact Email AddressContact Phone Time as Owner %%% If yes, please explain: (Name of financial institution or third-party account): This document contains both information and form fields.

2 To read information, use the Down Arrow from a form field. Navy Federal Small Business Loan Application This Small Business Loan Application is to be used for Small Business credit requests up to an aggregate maximum of $50,000. For credit requests exceeding this amount, please contact a Business lending officer (1-877-418-1462). A. Type of Loan Requested Term (Must be secured)Credit Card Mastercard Visa Checking Line of Credit (up to $5,000) (For overdraft protection only) Vehicle Loan B. Business Member (Applicant) Mailing Address: (If different from above address) Form of Business : Sole Proprietorship Partnership Limited Partnership Corporation Limited Liability Company (LLC) Professional Limited Liability Company (PLLC)S C C.

3 Business Owners NameTitlePercentage of Ownership D. Outstanding Business Obligations Name of CreditorType of Loan ( ) Original AmountBalance Owed*Monthly PaymentMaturity Date *Are any Business assets currently pledged as collateral? Yes No If a loan is a refinance, indicate by asterisk (*) which creditors will be paid off. E. Other Business Information (If the answer is yes to any questions below, use the line to explain in further detail.) Is the Business liable on any debts not shown above?YesNo Is the Business currently involved in any litigation or other legal claims?YesNo Is the Business or any owner liable as guarantor or endorser?

4 YesNo Are any taxes currently past due by the Business ?YesNo Are any taxes currently past due by any owner?YesNo Has the Business ever declared bankruptcy?YesNo Has any owner ever declared personal bankruptcy?YesNo Has any owner or other principal of the Business ever been convicted of a felony?YesNo Other Business Accounts Business Checking Business Savings/Investment Business Loan/Line Credit Card(s) Cash Management Merchant Payroll Processing*96 SBL*Page 1 of 4 2019 Navy Federal NFCU 96 SBL (11-19) Business Lending Officer Name (if known)Page 2 of 4 2019 Navy Federal NFCU 96 SBL (11-19)Owner 1 Name: First MI Last SuffixResidence Address: Street City State Zip CodeDate of Birth (MM/DD/YY) Social Security Phone Address No.

5 Of YearsMonthly Housing Expense Monthly SalaryOther Monthly Income* _____ Owner 2 Name: First MI Last SuffixResidence Address: Street City State Zip CodeDate of Birth (MM/DD/YY) Social Security Phone Address No. of YearsMonthly Housing Expense Monthly SalaryOther Monthly Income* _____ *Alimony, child support, and separate maintenance income need not be revealed if you do not wish to have them considered as bases for repaying this Business Owner 1 Information (Complete for each owner. Attach separate sheets for each owner if necessary.) Own Rent Other Monthly Income Source Rental Investments Pension Other Is the Business considered a primary or secondary source of income?

6 Primary Secondary The personal financial statement information portions (below) are only required if the credit request is $25,000 and higher. Assets Cash Investments (Schedule 1) Retirement Fund Real Estate Owned (Schedule 2) Auto(s) Other Personal Property Other Assets Total Assets LiabilitiesMonthly PaymentsBalance Owed Real Estate Mortgage (Schedule 2) Installment Loans Credit Cards Student Loans Other Liabilities Total Liabilities Net Worth (Assets minus liabilities) Total Liabilities Plus Net Worth Schedule 1 Investment Stocks and Bonds DescriptionBrokerNo. of Shares or PART otal Market ValuePledged Yes No Yes No Schedule 2 Real Estate Owned AddressTitle in Name ofMarket Value Mortgage LenderBalanceMonthly Payment Rental Income Business Owner 2 Information Own Rent Other Monthly Income Source Rental Investments Pension Other Is the Business considered a primary or secondary source of income?

7 Primary Secondary The personal financial statement information portions (below) are only required if the credit request is $25,000 and higher. Assets Cash Investments (Schedule 1) Retirement Fund Real Estate Owned (Schedule 2) Auto(s) Other Personal Property Other Assets Total Assets LiabilitiesMonthly PaymentsBalance Owed Real Estate Mortgage (Schedule 2) Installment Loans Credit Cards Student Loans Other Liabilities Total Liabilities Net Worth (Assets minus liabilities) Total Liabilities Plus Net Worth Schedule 1 Investment Stocks and Bonds DescriptionBrokerNo. of Shares or PART otal Market ValuePledged Yes No Yes No Schedule 2 Real Estate Owned AddressTitle in Name ofMarket Value Mortgage LenderBalanceMonthly Payment Rental IncomeOwner 3 Name: First MI Last SuffixResidence Address: Street City State Zip CodeDate of Birth (MM/DD/YY) Social Security Phone Address No.

8 Of YearsMonthly Housing Expense Monthly SalaryOther Monthly Income* _____ Page 3 of 4 2019 Navy Federal NFCU 96 SBL (11-19) Business Owner 3 Information Own Rent Other Monthly Income Source Rental Investments Pension Other Is the Business considered a primary or secondary source of income? Primary Secondary The personal financial statement information portions (below) are only required if the credit request is $25,000 and higher. Assets Cash Investments (Schedule 1) Retirement Fund Real Estate Owned (Schedule 2) Auto(s) Other Personal Property Other Assets Total Assets LiabilitiesMonthly PaymentsBalance Owed Real Estate Mortgage (Schedule 2) Installment Loans Credit Cards Student Loans Other Liabilities Total Liabilities Net Worth (Assets minus liabilities) Total Liabilities Plus Net Worth Schedule 1 Investment Stocks and Bonds DescriptionBrokerNo.

9 Of Shares or PART otal Market ValuePledged Yes No Yes No Schedule 2 Real Estate Owned AddressTitle in Name ofMarket Value Mortgage LenderBalanceMonthly Payment Rental Income G. Equal Credit Opportunity Notice Were your gross revenues $1,000,000 or less in your previous fiscal year? Yes No (One of these check boxes must be checked before submitting your Application .) If you answered Yes and Navy Federal Credit Union denies your Application for credit, you have the right to a written state-ment of the specific reasons for the denial. To obtain the statement, please contact Navy Federal Credit Union, Business Services, 820 Follin Lane, Vienna, VA 22180 (1-877-418-1462) within 60 days from the date you were notified of our decision.

10 We will send you a written statement of reasons for the denial within 30 days of receiving your request for the statement. The following describes additional protections afforded to you. NOTICE: The Federal Equal Credit Opportunity Act prohibits creditors from discriminating against credit applicants on the basis of race, color, religion, national origin, sex, marital status, or age (provided the applicant has the capacity to enter into a binding contract); because all or part of the applicant s income derives from any public assistance program; or because the applicant has in good faith exercised any right under the Consumer Credit Protection Act.


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