Personal Funding

Funding

Referred by: *

Type of Funding *

Social Security Number *

First Name *

Last Name *

Phone *

Email *

Date of birth *

Mother's maiden name *

Address *

City *

State *

Postal code *

Residence History

How long have you lived at your current address? *

More than 6 months

Less than 6 months

In what year did you move into your current address?

Example: 2001

In what month did you move into your current address? *

Example: December

Your previous street address *

Your previous city *

Your previous state *

Your previous postal code *

In what year did you move into your previous address?

Example: 2001

In what month did you move into your previous address? *

Example: December

Type of Residence *

Do you rent or own your current home? *

How much is your current monthly rent/mortgage? *

Employment History

Type of Employment *

Current Employer *

Job Title *

Salary amount *

Salary Option *

How long have you been employed at your current job? *

Please specify by years and months.

How long have you been self-employed? *

Please specify by years and months.

Business name *

Position in business *

Business street address *

Business city *

Business state *

Business postal code *

What industry is your business in? *

Example: Transportation, Retail, Consulting, Food Services, etc.

How many employees if any does your business currently have? *

Enter a number (including yourself, if applicable).

In what year did your business move into its current address? *

Example: 2001

In what month did your business move into its current address? *

Example: December

EIN Number *

Gross Revenue (average) *

Enter your average business revenue before expenses. $150,000 per year

Gross Monthly Income (from Business) *

If you pay yourself yearly from your business, divide that yearly amount by 12 to calculate your gross monthly income. For example, if you pay yourself $60,000 per year, enter $5,000 as your gross monthly income.

Combined Gross Monthly Income (Job + Business) *

Add your gross monthly income from your job and your business. For example, if you make $4,000/month at your job and $2,000/month from your business, enter $6,000.

Documents

Do you need support finalizing or organizing key documents for this funding process?

Which areas do you need help with?

Document organization

Finalizing personal or business paperwork, including income-related records for submission

Support with EIN verification or retrieval

(Select all that applies)

Driver's license *

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF Clear color copy of your license showing all four corners

Social Security Card *

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF Clear color copy of your social security card showing all four corners. W2 is also acceptable

Current Billing Statement *

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF Please upload current utility bill

EIN Letter *

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF ( max 20 Files )

Tax Return (for self-employed)

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF ( max 20 Files )Upload last 2years taxes (You can upload multiple items before submitting)

Paystub

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF ( max 20 Files )Upload last 2 paystubs (You can upload multiple items before submitting)

Articles of Incorporation *

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF ( max 20 Files )

Business taxes *

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF ( max 20 Files )Upload last 2years taxes (You can upload multiple items before submitting)

Credit Monitoring Service

MyFico username *

MyFico password *

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