F 168
BANK OF MAHARASHTRA
'Lokmangal', 1501, Shivajinagar, Pune 411005.
APPLICATION FORM FOR EDUCATIONAL LOAN
Date____________
To.
The Branch Manager
BANK OF MAHARASHTRA
_______________________Branch
Dear Sir,
I/My son/daughter/ward Shri./Kum. _______________________________________________
is undergoing _______________ his/her studies for _____________________________ degree/
desire to prosecute
diploma at ___________________________________________________ Institute/University at
___________________________________ I request for that purpose a loan of Rs. __________
(Rupees ______________________________________________________________________)
I agree to abide by your rules and regulations regarding such loans as existing or as may be
changed from time to time.
I am giving hereunder information in respect of myself, my family members, the Proposed
sureties and declare that the particulars given hereunder are true and correct to the best of my
belief. In case the same are subsequently found to be incorrect or in case the ward ./ student does
not continue / prosecute his studies successfully or commits breach of any of Bank's rules or any
installment remains in arrears, the bank shall be at liberty to recall the loan immediately and / or
stop further disbursements of loan amounts as its discretion.
Yours faithfully,
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PARTICULARS OF THE APPLICANT
Name _______________________________________ Age ____________________
Address ______________________________________________________________
Financial standing of the applicant
Where applicant is in service
Where applicant has his business / profession etc.
1) Serving as / Designation : _____
1) Nature of business _____________________
Name of the office : __________
and address of shop / ___________________
Address of office : ___________
office etc. ____________________________
2) Basic salary per month : Rs. ____
2) His own capital investment
Total emoluments : Rs. _______
in the business
Rs. _________________
Basic salary and other allowances
3) Annual sales as per
after deducting Provident
balance sheet
Rs. _________________
Fund and Income Tax Rs. _______ 4) If assesable to
3) Income of wife (if employed) :
Income tax paid,
Rs. __________________
Per month net Rs. _____________ 5) Annual sales tax,
if paid
Rs. __________________
4) Income of other earning
6) Total profit of the
family members net Rs. ________
business
Rs. __________________
Total monthly income Rs. _______ 7) Business loan and
Total annual Income
liabilities etc.
Rs. ___________________
of the family
Rs. _______
(Please append a copy of
the latest Balance Sheet)
5) Interest, dividend / etc.
8) Income by way of interest,
annual income (net) Rs. ________
dividend etc.
Rs. ___________________
6) Income from landed property,
9) Income from landed
House rent. etc. after deducting
property / house rent
Taxes and charges etc. Rs. ______
taxes, charges
Rs. ___________________
7) Total annual income Rs. ________ 10) Income of other earning
family members Rs. __________________
8) Life policy, if any. Rs. ________ 11) Total annual income Rs. _________________
Particulars of other earning family
members
1) Name _________________
monthly
Relation _______ Age earnings
2) Name _____________________
monthly
Relation ________ Age
earnings
3) Name _____________________
monthly
Relation _________ Age earnings
Particulars
of Income from immovable property
1) If house property address :
_______________________________
Municipal / Survey No. _________
Market value
Rs. _________
2) If agricultural land :
Survey No. ___________________
Market value
Rs. _________
Income from landed property
Rent excluding taxes Rs. _________
2
Agricultural Income less
other expenses Rs. _________
Total Income Rs. _________
Details of house-hold expenditure
(on monthly basis)
Particulars about dependents
Name
Relation Age
1) House hold expenditure
excluding house rent Rs. _______
1) ______________________________
2) House rent.
Rs. _______
3) Insurance premium
Installment
Rs. _______
2) ______________________________
4) Loan Installment.
Rs. _______
4) ______________________________
5) Other.
Rs. _______
Rs. _______
5) _____________________________
Information about old loans
Repayment plan for the loan applied
Original loan amount Rs.
Date of Loan taken. Rs.
Installment amount. Rs.
Period of repayment Rs.
Total repayment
to date
Rs.
Security for loan
Balance of loan to be
repaid
Rs.
for Installment
Rs. _________
periodicity ( Monthly / Quarterly etc. )
years
Source of repayment _______________
Security for loan
_______________
Total :
1)
2)
3)
4)
5)
6)
7)
3) ______________________________
Whether the borrower, if employed, is willing to register a mandate
with the present employer to deduct
installment from his salary and remit
directly to the Bank ?
Whether the borrower is agreeable
to assign life policy for the amount of
loan ____________________________
Particulars regarding surety
Name _______________________________
If employed :
Emoluments less Providend Fun
and income tax deduction Rs.
Income from interest.
dividend etc.
Rs. ______
Income by way of house rent
less taxes
Rs. ______
Agricultural Income
less C/RL expenses
Rs. ______
Total Income
Rs. ______
Address ____________________________
If doing business :
Nature of business _________________
Own capital investment
in the business
Rs. _________
Annual sales as per B/S. Rs. _________
Net profit for the year. Rs. _________
House rent (less taxes) Rs. _________
Agricultural income
(less C/RL expenses) Rs. _________
Income tax if paid, and the
assessment year for which
assessment is complete Rs. _________
Total Income
Rs. _________
3
Particulars of the student
Name ________________________________________ Age ________________
Detailed Information about education and qualifications etc.
Particulars from
S,S,C, to degree
Examination
Year
University /
College
Class /
Marks
Distinction
1)
2)
3)
4)
5)
Expenses of the proposed educational course
Name of the course____________________________________________________________
Fees
Period
Rs._____________
_____________
Expenditure on books
Rs._____________
Instruments etc.
Rs._____________
Boarding expenses
Rs._____________
Other expenses
Rs._____________
Total expenses.
Rs._____________
Signature of the Applicants
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