Personal Loan Application Form

Bank Information Personal References

Are you currently a Security Bank Depositor? Account no. Branch Name Address Relationship Telephone no.
Yes No
1.
Is your payroll with Security Bank? Account no. Branch
Yes No 2.

Personal Loan Details Credit Card Details

With previous or existing Security Bank Personal Loan? Desired loan amount Credit card Credit limit Card no. Expiry date
PhP
Yes No
1.
Payment term (months) Loan purpose
2.
12 18 Home improvement Tuition fees

24 36 Business capital/expansion Others

Other Loan Accounts
Mode of loan release
Bank/Company Outstanding balance Type of loan Monthly payment
Credit to my Security Bank account Credit to other bank (Bank name)
1.
Type of account
Savings account Checking account 2.
Account no.
Trade References (If self-employed)
Business name Relationship Address Telephone no.
Personal Information 1.
Complete name (First, Middle, Last)
2.

Mother’s maiden name (First, Middle, Last)

Undertaking
1. I hereby certify that all information herein are true and correct based on my own knowledge
Civil status Gender
and further authorize SB Finance (“SBF”) to obtain information as it may require concerning
Single Married Widowed Male my application to subscribe to this program and agree that it shall be retained by SBF
subject to SBF’s data retention policy, whether my application is approved or not. Any information
given by me or other persons I authorized, which is not true or accurate, will automatically
Legally separated Annulled Female
cause the SBF to reject my loan or cancel its approval.

Citizenship Date of birth (mm/dd/yyyy) Place of birth 2. I hereby willingly, voluntarily, and with full knowledge of my right under the law, waive the
right to confidentiality of information and authorize the SBF to obtain and/or disclose, divulge
and reveal any kind of information relating to my account/s and/or transactions with Security
Bank Corporation, its subsidiaries and affiliates, including events of default, for the purpose of,
Educational attainment among others, client evaluation and profiling, credit reporting or verification and recovery of
Highschool Vocational College Post graduate Others the obligation due and payable to SBF under the Terms and Conditions of this agreement.

Car ownership 3. I guarantee that I have obtained the consent of any or all persons named herein as co-maker,
guarantor, surety, past employer, supplier, seller of the property, or personal reference, for all
Personal, monthly amortization (PhP ________) Company provided Both None purposes necessary to this loan agreement. Any information given by me or other persons
I authorize, which is not true or accurate, will automatically cause SBF to reject my loan or
Home ownership cancel its approval.

Owned Living with relatives Mortgaged 4. In view of the foregoing, SBF may disclose, divulge and reveal the aforementioned information
to third parties, including but not limited to my employer, Security Bank Corporation and its
affiliates, subsidiaries, agents or service providers, the Bankers’ Association of the Philippines–
Company-owned Rented Length of stay _________ years
Credit Bureau (BAP – CB), Credit Information Corporation (CIC), TransUnion, or to any similar
central monitoring entity or recipients as provided for by law and required by competent
Present home address ZIP code authority.
(No., St., Brgy. /Village, Subdivision, City/Municipality, Province, Country)
5. I further authorize SBF to process, transfer, share, and disclose any information relating to
my credit data, telecom or mobile usage data or “telco score” to credit info data providers or
credit scoring service providers (i.e. Globe Telecom, Inc., Smart Communications, Inc., and
other telecommunications service provider), for the purpose of credit verification, collection,
Home phone no. Mobile phone no. Email address credit review and credit scoring/analytics, and statistical and risk analysis.
6. I further authorize the SBF, as my Attorney-in-Fact, to conduct random verification with
the Bureau of Internal Revenue (the “BIR”) in order to establish the authenticity of my
Permanent home address ZIP code
Tax Statements (the “ITR”) and the accompanying financial statements/documents
(No., St., Brgy. /Village, Subdivision, City/Municipality, Province, Country)
submitted to SBF in accordance with banking regulatory requirements.

7. I hold SBF free and harmless from any and all liabilities, claims and demands of whatever kind
or nature in connection with or arising from the aforementioned disclosure or reporting.
Previous home address ZIP code
8. I hereby acknowledge that the Personal Loan or any part(s) thereof shall be deemed to
(No., St., Brgy. /Village, Subdivision, City/Municipality, Province, Country) have been availed on the date when the funds are transferred to my deposit account main-
tained with Security Bank Corporation, or upon receipt of the cash, reflecting the amount
of the loan less the applicable fees, charges and taxes.

9. I further authorize SBF to deduct from my Loan proceeds all fees including, but not limited to,
Spouse Information processing fees, documentary stamp tax, notarial fees and interest accruals should the first due
date be over 30 days from the release of my loan and other related charges.
Complete name (First, Middle, Last) Date of birth (mm/dd/yyyy) Contact no.
10. I hereby agree that SBF has the right to approve a lower amount than my desired loan amount
as indicated in this application and shall render SBF free and harmless from any liability arising
thereof.
Business/Employer name Position
11. I hereby agree that should my application be denied, SBF has no obligation to furnish the
reason for such rejection or to return my application and other submitted documents.
Business/Employer address ZIP code
12. I also legally bind myself to the Terms and Conditions of the Loan Program Promissory Note,
(No., St., Brgy. /Village, Subdivision, City/Municipality, Province, Country) Disclosure Statement and other relevant documents that I shall execute in favor of SBF.

13. I have read SBF’s privacy notice (www.sbfinance.com.ph/security-information) and under-

stand that the SBF recognizes my rights as data subject under the Data Privacy Act of 2012.
I hereby give consent to the processing of my personal data for purposes of obtaining the loan
My Work and Finances and all other ancillary services necessary for the maintenance of my account/s and collection
of payment. Subject to remain in effect or five (5) years after account closure, I hereby give
Employment type Permanent my consent for SBF to share and process my personal information and any other information
Government Private Self-employed Yes No relating to my account/s and /or transactions to any member of the SBC Group
(Security Bank Corporation and its affiliates and subsidiaries reported as part of SBC’s
Rank conglomerate map group structure as defined under BSP Circular 749) and Bancassurance
companies or their authorized Service Providers and representatives, for purposes of cross-
Rank and File Assistant Vice President/Senior Assistant Vice President
selling products and services, profiling and credit evaluation/reference checks, audit and
account balance confirmation and allow them to contact me for this purpose (i.e. by email,
Vice President/First Vice President/
Junior Officer
Senior Vice President/Executive Vice President
telephone, text, etc.) or in case of audit where my account/s is/are chosen as sample for
account balance confirmation.
Assistant Manager/ President/Chief Executive Officer/Director/Chairman
Senior Assistant Manager No, I do not agree to have my account/s used for purpose of cross-selling products, profiling
and credit evaluation/reference checks, audit and account balance confirmation.
Manager/Senior Manager Business Owner

Position Nature of business Date hired (If employed) ROBEN T ALVARADO

Printed name and signature of the borrower Date

Length of service (if employed) Gross annual income TIN

For SB Finance’s use only
Channel source Source code
Business/Employer name

Referror/Account officer/DSA
Business/Employer address ZIP code
(No., St., Brgy. /Village, Subdivision, City/Municipality, Province, Country)

This document is between ___________________________________ and SB Finance, an affiliate

Email address Contact no. of Security Bank. All transactions arising out of or related to this document shall be binding
only between these two (2) contracting parties. It is understood that this transaction is neither
insured by the Philippine Deposit Insurance Corporation (PDIC) nor guaranteed by the
Date business established (if self-employed) Length of service (if self-employed) parent bank.

Fees and charges Requirements

• Rates may vary based on account evaluation and are subject to change Prepare in advance the following documents below. We accept photocopies or
without prior notice. scanned documents in the following formats: jpeg, pdf or png. Size of the digital
• Existing rate at the time of availment shall apply. images and files should not exceed 5MB.
• Other applicable fees and charges may apply.
• Please read carefully the Terms and Conditions before proceeding with a
loan transaction.
Employed
Income documents, any of the following:
Processing Fee • Latest one (1) month payslip
• Certificate of Employment and Compensation – issued within the last
PhP5,000
six (6) months
• Latest ITR
Documentary Stamp Tax
PhP1.50 for every PhP200 shall apply only for loans amounting to PhP250,000 and Self-employed/Professionals
above.
• Latest one (1) year Audited Financial Statement (AFS) with at least the
Notarial Fee previous year’s comparative financials or Bank Certificate with at least
3 months Average Daily Balance (ADB)
PhP300 • SEC/DTI Certificate of Registration
Monthly add-on rate is indicative and may be subject to change depending on • Business permit/Mayor’s permit
the credit evaluation results. • Latest three (3) months bank statements
• List of three (3) trade references at least one (1) supplier and one (1) customer
*Additional documents may be required by SB Finance to process the loan. with contact details
• Latest GIS (if corporation)
SB Finance, Inc. SB Finance is supervised by the Securities and Exchange Commission and Bangko Sentral ng Pilipinas telephone no.
SEC Registration No. CS0017174A, Certificate of Authority No. 1142. (02) 8708-7087, email address [email protected], and webchat at www.bsp.gov.ph.