Benetrends Funding Application

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Sales Consultant Email*

Contact Information

Name*

First Last

Address

Street Address*

Address Line 2

City/Province*

State/Province/Territory*

ZIP Code*

Country*

Phone*

Email*

Are you a citizen of the USA?*

Yes

If no, are you a permanent resident?*

Yes

Personal Information

If you do not have your credit score, you can get it at identityiq.com,

Credit Score*

Please upload your credit report, including the score, here. Credit Karma is not accepted.

Max. file size: 50 MB.

**Depending on the funding option you move forward with, Benetrends may need to collect additional reports later in the process.

Have you ever been convicted of any misdemeanor or felony? (Other than a minor traffic violation)*

Yes

Have you or a corporation owned or controlled by you ever been involved by a bankruptcy?*

Yes

Are you currently involved in any lawsuits or legal actions, either as plaintiff or defendant?*

Yes

If you answered yes to any of the above questions, please explain:*

Are You Legally Married?

Yes

If yes, please complete the spousal information on the next page

Spousal Information

Spouse Name

First Last

Are you a citizen of the USA?

Yes

If no, are you a permanent resident?

Yes

If you do not have your credit score, you can get it at identityiq.com,

Credit Score

Have you ever been convicted of any misdemeanor or felony? (Other than a minor traffic violation)*

Yes

Have you or a corporation owned or controlled by you ever been involved by a bankruptcy?*

Yes

Are you currently involved in any lawsuits or legal actions, either as plaintiff or defendant?*

Yes

If you answered yes to any of the above questions, please explain:*

Business Information

Do you own more than 20% of an existing business?*

Yes

What is the name of this business?

How many years has it been in operation?

Will there be a co-borrower (spouse) or anyone owning more than 20% of the business?*

Yes

If Yes, please add their email below. All non-spouse owners of 20% or more of the business must complete an assessment form.

Have you identified a business you're interested in?*

Yes

What is the name of the franchise or business?

What is your total project cost (if known)?

Would you like us to set up your corporate entity?*

Assets & Liabilities

Liquidity*

Checking and Savings Only

All Notes Payable to Banks*

Auto, Student, Credit Cards, Unsecured Term Loans, etc

Stocks/Bonds/Investment Portfolio*

Investments not tied to retirement accounts: Non-IRA and non-401k. Please do not include any cryptocurrency.

Other*

401k Funds with Current Employer*

If Other, Please Explain*

401k Funds with Previous Employer or Non-Roth IRA Funds*

Non-ROTH IRA or Other Retirement Acct*

Do you currently own your home or any other properties?*

Yes

If you are eligible, do you plan on using your retirement funds for a cash injection?*

Yes

If so, how much?

Real Estate

Please enter up to 5 entries for owned real estate. If you own more, you must fill out a supplemental sheet

Real Estate Owned

Type of Real Estate (Residence, Rental, etc)

Address

Estimated Market Value

Mortgage Balance

Amount of Payment per Month

If you don't own residence, what is your monthly rent payment?

Income

Are You Currently Employed?*

Yes

Is Your Spouse Currently Employed?*

Yes

Will You Remain Employed?

Yes

Will They Remain Employed?

Yes

Name of your current employer

Name of their current employer

Job Title

Spouse Job Title

Applicant Salary*

Spousal Salary

Bonus Potential

Income from Owned Real Estate*

Applicant Other*

Dividends, Pension, SSA, etc

Spousal Other

Dividends, Pension, SSA, etc

Total Income

Expenses (Monthly Obligations)

Applicant Mortgage/Rent Payment*

Applicant ALL Other Monthly Loan Payments*

Auto, Student, Credit Cards, etc

Applicant Other*

Alimony, Child Support, etc

Total Obligations

Agreement*

Confirmation

I certify that all information provided in this application, along with accompanying documents, is accurate and truthful to the best of my knowledge. As a responsible applicant, I understand the seriousness of providing false information. Please note that inaccuracies or mistruths may result in the denial of services, and refunds will not be issued under any circumstances.

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