Apply for a Loan
NOTICE:  We can only accept applications and offer services to current credit union members or those eligible for membership.  Other applications will not be processed.  Thank you.

You may apply for individual or joint credit, but choose only one of the following.  If this is a joint application, please fill out the joint applicant information.  If the information is the same for the joint applicant as the primary (example: address, phone etc.) simply type "Same" in the blank.  Thank you.

IMPORTANT INFORMATION ABOUT PROCEDURES FOR OPENING A NEW ACCOUNT

To help the government fight the funding of terrorism and money laundering activities, federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account.  What this means for you:  When you open an account, we will ask for your name, address, date of birth, and other information that will allow us to identify you.  We may also ask to see your driver’s license or other identifying documents.

Notice to married applicant:  No provision of a marital property agreement, a unilateral statement under Wis. Stat. sec 766.59 or a court decree under Wis Stat. sec 766.70 adversely affects the interests of the credit union unless prior to the time the credit is extended, the credit union is furnished with a copy of the agreement statement or decree, or has actual knowledge of the adverse provision when the obligation to the credit union is incurred.

Individual Credit - unmarried applicant
   Individual Credit - married applicant
   Joint Credit - with your spouse
   Joint Credit - with an applicant or cosigner who is not your spouse

Loan Information

Amount requested   
Purpose
Length of Loan  

Personal Information
First Name:  
Middle Initial:
Last Name:  
Social Security Number:  
Marital Status:  Unmarried (includes single, widowed and divorced)
Separated
Married (spouse information must be included if you are married, even if applying for individual credit)
Date of Birth: (xx/xx/xxxx)
Home Address:
   City:  
   State:
   Zip:
How Long?

Email Address:

  
Home Phone Number:  
If you've lived at your current address less than 2 years, please provide your previous home address:
Previous Home Address:
   City:
   State:
   Zip:

Employment Information
Work Phone Number:  
Employer name:  
    Address:  
    City:  
    State:
    Zip:
Position:  
Start Date  

Income & Asset Information
Gross monthly pay:  
Other income Note: Alimony, child support or separate maintenance income need not be revealed if you do not wish to have it considered as a basis for repaying this obligation.
Savings/Checking balance
Real Estate- locations, value
Auto - year, make model
Other Asset
Other Asset

Debt Information

List all debts and credit accounts, replacing "Credit Card" with credit card type and "Other" with a description of other debts or additional credit cards.. If those listed do not apply, please please type 0.00 for balance and payment.

Account Number

Balance

Monthly Payment
Rent or Mortgage
Auto Payment
Auto Payment
Other income Note: Alimony, child support or separate maintenance income need not be revealed if you do not wish to have it considered as a basis for repaying this obligation.

Joint Applicant Information
(if none, please click here to skip down)
First Name:
Last Name:
Social Security Number:
Marital Status: Married
Separated
Unmarried
(includes single, widowed and divorced)
Date of Birth: (xx/xx/xxxx)
Home Address:
   City:
   State:
   Zip:
Home Phone Number:

Joint Applicant Employment Information
Work Phone Number:
Employer name:
    Address:
    City:
    State:
    Zip:
Position:
Start Date

Joint Applicant Income & Asset Information
Gross monthly pay:
 
Please type any additional information or questions you may have.

Applicant's 
Signature: _______________________________________________
                              (to be signed at closing)
Other 
Signature: _______________________________________________
                              (to be signed at closing)
 

I/We agree that, by submitting this application, I/we certify that the foregoing information has been supplied truthfully, accurately and voluntarily, and therefore authorize St Marys & Affiliates Credit Union to investigate my/our creditworthiness, credit history, and financial responsibility through any credit bureau or by any other reasonable means.  

If I am married, applying for individual credit and living in a community property state, I certify that the credit being applied for, if granted, will be incurred in the interest of the marriage or family.  If this statement applies, we are required by Wisconsin law to notify your spouse by mail if your loan  is granted. 

Thank You. Upon receipt of this application, someone at St. Marys & Affiliates Credit Union will review your information and get back to you to extend credit, with additional questions or to request  further information. We appreciate this opportunity to be your financial partner.

 
 


 


FARIN - Specializing in Financial Institution Web Solutions

Copyright 2008 St Mary's & Affiliates Credit Union  Click here to contact us

Home | E-Services | Account Options | Lending Center | Education Center | About Us