FINANCIAL INFORMATION
AUTHORIZATION AND WAIVER OF CONFIDENTIALITY
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
Expiry Date
Member Since
Auto
Loan
Your Easy
Salary (YES) Loan
I hereby certify that all information in this Application and in all supporting documents
submitted are true and correct and that the signature/s appearing herein is/ are genuine.
In consideration of the processing by UCPB of this and any future request for the grant
of loans and credit accommodations, I hereby authorize and consent to the following:
(a) verification by the Bank of the authenticity of the income tax returns and financial
statements I submitted to the Bank, or such information and documents in its custody;
(b) transfer, disclosure and communication of any credit and financial information:
(i) by the Bank to any of its offices, branches, financial subsidiaries and affiliates,
agents and representatives of the Bank, and third parties selected by any of them, as
well as to any credit information bureau, banking or credit industry association, or
credit information service provider and credit/ loan provider, and, (ii) by any of the
persons and entities receiving such information as required by law or regulation; and,
(c) to the examination by the Bank of my bank deposits maintained with the Bank, and
to the disclosure by the Bank of any information obtained regarding said deposits to
any of the Bank’s offices, branches, financial subsidiaries and affiliates, agents and
representatives. The foregoing authority and consent is being given to the extent
necessary for the Bank and the recipients of the information to discharge their
functions and responsibilities. I confirm that the power and authorization herein
granted is continuing while I have any outstanding credit accommodation or other
obligation with the Bank.
Fast, Easy and Personalized
I willingly and voluntarily, with full knowledge of my rights under the law, waive my
rights under any and all statutory and regulatory provisions governing confidentiality of
information, including the confidentiality of bank deposits. I authorize UCPB to obtain
such information as it may require concerning the statements made in this Application,
and the sources to which the Bank may request said information are also hereby
authorized to provide any information relative to this Application.
I hereby hold free and harmless UCPB, its stockholders, directors, officers, employees
and agents from any claims in relation to the right of confidentiality herein waived and
authorities herein granted. This Application shall remain the property of UCPB whether
the loan is granted or not.
Loans with Other Banks/ Institutions (Please use separate sheet if necessary)
Name of Bank/
Company
Monthly
Payment
Branch/ Address
Outstanding
Balance
Signed this ___________ day of __________________________,
Remaining
Term
20____________
at ____________________________________.
________________________________
Signature over Printed Name of Borrower
_________________________________________
Signature over Printed Name of
Spouse/ Co-Borrower
FOR UCPB eMONEY CARD AVAILMENT
eMoney Account No.
Branch
I hereby certify that all information provided herein are true and correct and that I, as
applicant/ cardholder have read and agreed to be bound by the Terms and Conditions
governing the availment/ issuance and use of the UCPB eMoney Card and by the
applicable rules and regulations of UCPB, Bangko Sentral ng Pilipinas, and the Bankers
Association of the Philippines, as well as subsequent amendments or changes thereto.
The undersigned cardholder also hereby instructs UCPB to recognize the
cardholder’s signature below in all transactions pertaining to this UCPB eMoney Card.
Income Computation (Annual)
Applicant’s
Income
+
Spouse’s/ CoBorrower’s
Income
Other Income
+
Gross Income
=
_________________________________________
PERSONAL REFERENCES
Name/ Relationship
Address
eMoney Card No.
Signature of Applicant/ Cardholder over Printed Name/ Date
Contact
Numbers
FOR BANK USE ONLY
Source (UCPB Branch/Dealer) Name of PO/ Sales Agent
Date of Application
Politically Exposed Person Clearing Employee BSP Employee
No
Yes
Yes
No
Yes
No
CIF No.
Applicant’s Background Verification by/ Date/ Result
Signatures Verified by/ Date
Completeness Checked by/ Date
Approved by/ Date
Activated by POSU Officer/ Date
“No to financial breakdown.”
There’s help ready for you. Introducing
UCPB’s Your Easy Salary Loan. Take care of
youra dream
a isreality.
life’s emergencies with
loan that
fast,
easy and convenient.
•
•
•
•
•
Consolidate payables
Get cash for bigger purchases
Fund emergencies
Enjoy friendly payment terms
Get a free UCPB eMoney Card as a pay-out option!
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For more information, please inquire through:
UCPB Branches
UCPB Consumer Finance Business Centers
UCPB Customer Relations Center:
(63-2) 811-9111
Toll-free 1-800-1-888-9777
www.ucpb.com | loans@ucpb.com
SPOUSE/ CO-BORROWER INFORMATION
Auto
Your Loan
Easy Salary (YES) Loan
Get a UCPB YES Loan now!
Name of Co-Borrower (Last Name, First Name, Middle Name)
Application Form
Do I qualify for a UCPB YES Loan?
• If you are a Filipino citizen and a permanent resident at least 23 years old or
not more than 65 years old (70 years old if self-employed) upon maturity, and
• If you are a checking account holder and a major credit card holder, and
• If you have been a permanent employee for at least 2 years with
supervisory rank and with a minimum gross monthly income of P30,000.00, or
• If you have been self-employed with a business operational for at least 3
years and profitable for the last 2 years
PERSONAL INFORMATION
Name of Borrower (Last Name, First Name, Middle Name)
Gender
Male
Single
Birthday(mm-dd-yy)
Gender
Civil Status
Male
Civil Status
Female
Relationship to Applicant
Widowed
Married
Legally Separated
Birthday (mm-dd-yy)
Birthplace
Age
TIN
SSS/ GSIS Number
E-mail Address
Telephone Number
Mobile Phone Number
Facsimile Number
Female
Single
Widowed
Birthplace
Married
Age
Legally Separated
ZIP Code
Present Home Address (if different from Applicant)
Length of Stay
How much can I borrow and how much will my monthly payments be?
Amortization
Loan Amount
12 Months
18 Months
24 Months
36 Months
50,000.00
4,917.00
3,528.00
2,834.00
2,139.00
60,000.00
5,900.00
4,234.00
3,400.00
2,567.00
70,000.00
6,884.00
4,939.00
3,967.00
2,995.00
80,000.00
7,867.00
5,645.00
4,534.00
3,423.00
90,000.00
8,850.00
6,350.00
5,100.00
3,850.00
100,000.00
9,834.00
7,056.00
5,667.00
4,278.00
150,000.00
14,750.00
10,584.00
8,500.00
6,417.00
200,000.00
19,667.00
14,112.00
11,334.00
8,556.00
250,000.00
24,584.00
17,639.00
14,167.00
10,695.00
300,000.00
29,500.00
21,167.00
17,000.00
12,834.00
__ Yrs __ Mos
What documents do I need to prepare?
• Fully-accomplished UCPB YES Loan application form – available in all
UCPB Branches or in our website at www.ucpb.com
• Photocopy of 2 government-isssued IDs
• Copy of latest 2 months credit card billing statement
• Copy of latest utility bill of residence
• Additional requirements:
- For employed applicants
• Photocopy of company ID
• Latest payslips for one month
• Latest ITR Form 2316
• Copy of checking account statement for the last 3 months
- For self-employed applicants
• 3 years latest audited financial statements and ITR
• Business registration documents and permits
• Copy of checking account statement for the last 6 months
The UCPB eMoney Card
Avail of the UCPB Your Easy Salary (YES) Loan with the UCPB eMoney
Card! It’s an ATM Card that can be used for:
• ATM Cash Withdrawal • Balance Inquiry • ATM Bills Payment
• ATM Fund Transfer
• Point-of-Sale (POS) Cashless Purchase
Owned (mortgaged)
Owned (not mortgaged)
Nationality
Rented from _________ Monthly Rental ________
Owned by Parents
Others (specify) ___________
Permanent/ Provincial Home Address
Mother’s Maiden Name
ZIP Code
Length of Stay
Educational Attainment
High School
__ Yrs __ Mos
College
Post-Graduate
Home Ownership
RESIDENCE INFORMATION
Present Home Address
Owned (not mortgaged)
ZIP Code
Home Ownership
Owned (not mortgaged)
Owned (mortgaged)
Rented from _________ Monthly Rental ________
Owned by Parents
Others (specify) ___________
ZIP Code
Owned (mortgaged)
Rented from _________ Monthly Rental ________
Owned by Parents
Others (specify) ___________
EMPLOYMENT INFORMATION
Employment Status (Check all that apply)
Permanent
Probationary
Unemployed/ Retired
Self-Employed
Contractual
OFW
Others (specify) ___________
Name of Present Employer/ Business
Nature of Business
Address of Employer/ Business
Date of Employment
TIN
SSS/ GSIS Number
Nationality
Telephone Number
Mobile Phone Number
Facsimile Number
E-mail Address
College
Post-Graduate
Permanent
Probationary
Contractual
Unemployed/ Retired
Self-Employed
High School
Employment Status
Unit/ Department
Others (specify) ___________
Name of Present Employer/ Business
Nature of Business
Address of Employer/ Business
Date of Employment
Source of Funds
Unit/ Department
Position
Entry Level
Supervisor
Senior Management
Sales
Others (specify) ___________
Director
Source of Funds
Owned by Parents
Others (specify) ___________
Educational Attainment
Length of Stay
__ Years __ Months
Home Ownership
Owned (not mortgaged)
Owned (mortgaged)
Rented from _________ Monthly Rental ________
Length of Stay
__ Years __ Months
Permanent/ Provincial Home Address
• 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.
Home Ownership
Telephone Number
LOAN DETAILS
Telephone Number
Amount of Loan Applied for Term of Loan (months)
6
Position
Entry Level
Director
Supervisor
Senior Management
Sales
Others (specify) ___________
DEPENDENTS
Name
School
Purpose of Loan
Home improvement
12
Tuition fee
Credit card balance payoff
Grade/ Year Course
18
24
36
Others (specify)
_________________________
Mode of Release
UCPB eMoney Card (Availment portion at the back)
Manager’s Check
Credit to UCPB Account Number: ____________________________________________
No initial deposit, no maintaining balance. Best of all, unlike other cash
cards, there are no inactivity fees and the card does not expire!
Mailing Instruction
Deliver to office
UCPB Form No. 7-8002 Revised 11/2 013
Others (specify) ________________________________