Ucpb Yes Loan Application Form

Get a UCPB Y.E.S. Loan now! Do I qualify for a UCPB Y.E.S. Loan?

C

M

• If you are a Filipino Citizen and permanent resident who is 23 years old and not more than 65 years old (70 years old if Self-Employed) upon loan maturity • If you are a Checking Account Holder and a Major Credit Card Holder • If you have been a Permanent Employee for at least 2 years with supervisory rank and with minimum gross monthly income of P30,000, or • If you have been Self-Employed or running your own business for the last 3 years and it has been operating profitability for the last 2 years

How much can I borrow and how much are my monthly payments?

Y

Monthly Payment

CM

MY

CY

Loan Amount

12 Months

18 Months

24 Months

36 Months

P50,000

P4,917

P3,528

P2,834

P2,139

60,000

5,900

4,234

3,400

2,567

70,000

6,884

4,939

3,967

2,995

80,000

7,867

5,645

4,534

3,423

90,000

8,850

6,350

5,100

3,850

100,000

9,834

7,056

5,667

4,278

150,000

14,750

10,584

8,500

6,417

200,000

19,667

14,112

11,334

8,556

250,000

24,584

17,639

14,167

10,695

300,000

29,500

21,167

17,000

12,834

CMY

K

* These are indicative rates only. Actual figures may vary and are subject to change without prior notice. * Payments shall be covered by post-dated checks.

What documents do I need to prepare?

Your Easy Salary (Y.E.S.) Loan

1. Fully-accomplished UCPB Y.E.S. Loan Application Form - available in all UCPB Branches or via www.ucpb.com 2. Photocopy of 2 Government-issued IDs 3. Copy of Credit Card Billing Statement for the last 2 months 4. Additional requirements: • For Employed applicants - Certificate of Employment - Latest Payslips for one month - Latest Income Tax Return (ITR) Form 2316 - Copy of Checking Account Statement for the last 3 months

“Make your dreams happen.” Take care of life’s milestones through a loan facility that’s fast, easy and convenient.

• For Self-Employed applicants - Audited Financial Statements and ITR for the last 2 years - Business Registration documents and permits - Copy of Checking Account Statement for the last 6 months

• Consolidate payables • Get cash for bigger purchases • Fund home renovations, car repairs, family vacations and emergencies • Enjoy friendly payment terms

Let UCPB do the rest! For more information, please inquire through:

UCPB Hotline: (632) 811-9111 UCPB Toll-free: 1-800-1-888-9777 www.ucpb.com/ [email protected]

www.ucpb.com

/UCPB.Connect

@UCPB_Connect

For any concerns, you may contact us at (02) 811-9111 or email at [email protected]. UCPB is supervised by the Bangko Sentral ng Pilipinas with telephone number (02) 708-7087 and email address [email protected].

YOUR EASY EASY SALARY SALARY (Y.E.S.) (Y.E.S.) LOAN APPLICATION APPLICATION .E.S. LOAN YOUR

Name of Borrower (Last Name, First Name, Middle Name)

PERSONAL INFORMATION

Civil Status Birthday (mm-dd-yyyy) Single Married Widow/Widower Legally Separated Mother’s Maiden Name Telephone Number

Birthplace

Gender Male Female Nationality

Mobile Phone Number

Facsimile Number

Educational Attainment High School College

TIN

SSS/ GSIS Number

E-mail Address

Post-Graduate

Age

RESIDENCE INFORMATION Present Home Address (No., St., Subd./ Village, Brgy, District, Town/ Mun., City, Province, Country) Home Ownership Owned (not mortgaged) Owned (mortgaged) Rented from ________________________ Monthly Rental ________________

Zip Code

Owned by Parents Others (specify) _______________________________

Permanent/ Provincial Home Address (No., St., Subd./ Village, Brgy, Dist., Town/ Mun., City, Prov.) Home Ownership Owned (not mortgaged) Owned (mortgaged) Rented from ________________________ Monthly Rental ________________ Employment Status (Check all that apply) Permanent Probationary Contractual Name of Present Employer/ Business

Length of Stay ___ Years ___ Months

Zip Code

Length of Stay ___ Years ___ Months

Owned by Parents Others (specify) _______________________________

EMPLOYMENT/ BUSINESS INFORMATION Unemployed/ Retired

Self-Employed

Nature of Work/ Business

OFW

Others (specify) ___________________

Source of Funds

Date of Employment/ Incorporation

Address of Employer/ Business (No., Street, Subd./ Village, Brgy, District, Town/ Municipality, City, Province, Country)

Telephone Number

Position Entry Level

Unit/ Department

Supervisor

Senior Management

Director

Sales

Others (specify) ______________

DEPENDENTS School

Name

Grade/ Year

SPOUSE/ CO-BORROWER INFORMATION Name of Co-Borrower (Last Name, First Name, Middle Name) Relationship to Applicant Civil Status Birthday (mm-dd-yyyy) Single Married Widow/Widower Legally Separated E-mail Address Telephone Number Mobile Phone Number

Course

Age

Gender Male Female Nationality

Birthplace Facsimile Number

Educational Attainment TIN SSS/ GSIS Number High School College Post-Graduate Present Home Address (if different from Applicant) (No., St., Village, Brgy, Dist., Town, City, Province) Zip Code Home Ownership Owned (not mortgaged) Rented from _______________________

Owned (mortgaged) Monthly Rental ________________

Owned by Parents Others (specify) _______________________________

Permanent/ Provincial Home Address (No., St., Subd./Village, Brgy, Dist., Town/ Mun., City, Prov.) Home Ownership Owned (not mortgaged) Rented from _______________________ Employment Status Permanent Probationary

Contractual

Name of Present Employer/ Business

Owned (mortgaged) Monthly Rental ________________ Unemployed/ Retired

Length of Stay ___ Years ___ Months

Zip Code

Length of Stay ___ Years ___ Months

Owned by Parents Others (specify) _______________________________

Self-Employed

Nature of Work/ Business

Others (specify) _________________________

Source of Funds

Date of Employment/ Incorporation

Address of Employer/ Business (No., Street, Subd./ Village, Brgy, District, Town/ Municipality, City, Province, Country)

Telephone Number

Position Entry Level

Unit/ Department

Supervisor

Senior Management

Amount of Loan Applied for

Director

Term of Loan (months) 6 12 18 24

Sales

Others (specify) ______________

LOAN DETAILS Purpose of Loan 36 Home improvement Credit card balance payoff

Tuition fee Others (specify) ___________________

Mode of Release UCPB eMoney Card Branch: __________________ Account Number: ___________________ Card Number: _______________________ Credit to UCPB Account Number: _________________________ Manager’s Check Mailing Instruction Deliver to office Others (specify) ________________________________ FINANCIAL INFORMATION Bank Accounts (Please use separate sheet if necessary) Name of Bank Branch Account Number Account Type

Credit Cards (Please use separate sheet if necessary) Name of Bank/ Company Credit Card Number

Credit Card Limit

Loans with Other Banks/ Institutions (Please use separate sheet if necessary) Name of Bank/ Company Branch/ Address Monthly Payment

Income Computation (Annual) Applicant’s Income

Name/ Relationship

+

Spouse’s/ Co-Borrower’s Income

Expiry Date

Member Since

Outstanding Balance

Remaining Term

Other Income

+

PERSONAL REFERENCES Address (No., Street, Subdivision/ Village, Barangay, District, Town/ Municipality, City, Province, Country)

=

Gross Income

Contact Numbers

DISCLOSURE AUTHORITY AND WAIVER OF CONFIDENTIALITY In connection with my/ our loan application, verification of information, evaluation and/ or processing of the loan (and other credit accommodations) with UCPB, I/ we hereby authorize(s) UCPB: 1. To verify with internal revenue authorities and other persons or entities the authenticity of any income or other tax returns, financial statements, and other credit and financial data and information which I/ we have submitted, or will submit, to UCPB. 2. To inquire into my/ our deposits, funds or assets in the custody of UCPB, or its parent company, financial subsidiaries or affiliates, or other persons for the limited purpose of verifying information on my/ our said deposits, funds and assets or implementing any collateral arrangement, assignment of funds, debit authorization or set-off provisions that may be under the loan and collateral documents. 3. To inquire into, transfer, disclose, submit, share and communicate any credit and financial data and information of whatever nature, including updates or corrections thereof, pertaining to me/ us, as applicant and/ or borrower, fully paid or otherwise, with: a. Any of UCPB’s offices and branches, b. UCPB’s parent company, financial subsidiaries and affiliates, c. UCPB’s agents, counsels, representatives, service providers and other third parties selected by any of them, d. Any credit information bureau, banking or credit industry association, or credit information service provider and credit/ loan provider, including the Credit Information Corporation (CIC), and e. Other lenders as authorized by the CIC, and credit reporting agencies duly accredited by the CIC. For purposes of Republic Act No. 9510 and its Implementing Rules and Regulations, I/ we hereby acknowledge that this Application, when signed by me/ us, serves as NOTICE duly received by me/ us from UCPB that my/ our basic credit data as defined under said law and regulations shall be disclosed as required therein. To the extent reasonably necessary for UCPB and the data and information recipients to exercise the above rights and to discharge the functions and responsibilities of the inquiring or disclosing parties and for as long as I/ we have an outstanding loan or credit accommodation with UCPB (or its successors and assigns) and/ or as necessary and required under existing laws, rules and regulations, I/ we hereby waive my/ our rights under applicable laws on confidentiality of information or data (such as, but not limited to, Republic Act Nos. 1405, 6426, 8791, 9510 and their amendatory laws). CERTIFICATION AND SIGNATURE I/ We certify and warrant that all data and information provided in this Application as well as in all supporting or related documents I/ we have submitted to UCPB are true and correct as of date hereof and any information given herein or obtained pursuant to this and under the authority granted in this Application shall be deemed property of UCPB. I/ We agree that in the event any information given herein or in the supporting or related documents is not true and correct, UCPB may reject this Application or cancel any approval if already made and UCPB is under no obligation to disclose the reason for such disapproval. I/ We hereby acknowledge that I/ we have read and understood the foregoing Disclosure Authority and Waiver of Confidentiality given in this Application and agree to be bound by its terms. Signed this _______ day of ____________________ 20_______ at __________________________________.

Signature over Printed Name of Borrower Source (UCPB Branch/ Dealer)

Signature over Printed Name of Spouse/ Co-Borrower

FOR BANK USE ONLY Name of Account Officer/ Sales Agent

Politically Exposed Person Clearing Employee Yes No Yes No Applicant’s Background Verification by/ Date/ Result

BSP Employee Yes No

Signatures Verified by/ Date

Completeness Checked by/ Date

Approved by/ Date

Activated by PASS Officer/ Date

UCPB Form No. 7-8002 Revised 4/2016

Date of Application CIF No.