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Free loan application form
A blank, two-page intake form you can print and hand to a borrower. It asks for everything a credit decision actually needs — identity, income, collateral and documents — and leaves the last panel for your own officer to complete.
Three borrowers, three forms
The loan section, collateral, documents and declaration are the same throughout. What changes is who is being assessed.
Preview
Every ruled line and tick box is a field for the applicant to complete by hand, or for you to fill in on screen before printing.
Loan Application Form
Loan product or purpose | Amount applied for |
Duration | Period DaysWeeksMonthsYears |
Preferred repayment cycle WeeklyFortnightlyMonthlyQuarterly | Preferred release date |
Photograph | First name | Last name |
Gender FemaleMaleOther | Date of birth |
Identity document National IDPassportDriver's licenceOther | ID or passport number |
Marital status SingleMarriedDivorcedWidowedSeparated |
Employment status EmployedSelf-employedStudentUnemployed |
Employer | Employee number |
Tax identification number | Net monthly income |
Primary phone | Secondary phone | Email |
Street address | City or town |
State or province | Postal code | Country |
Next of kin 1
First name | Last name | Relationship |
Primary phone | Email | Occupation |
Address |
Next of kin 2
First name | Last name | Relationship |
Primary phone | Email | Occupation |
Address |
Item offered | Estimated value |
Description |
Condition and known defects |
Tick each document attached to this application Copy of IDProof of residencePayslips or business recordsBank statementOther |
I declare that the information given in this application is true and complete, and that I have withheld nothing that would affect the lender's decision. I authorise the lender to verify it with my employer, my bank and any credit reference agency, and to keep a copy of this form and the documents attached to it.
Received by | Date received | Application reference |
Branch | Officer decision ApprovedDeclinedReferred |
Loan Application Form
Loan product or purpose | Amount applied for |
Duration | Period DaysWeeksMonthsYears |
Preferred repayment cycle WeeklyFortnightlyMonthlyQuarterly | Preferred release date |
Registered name | Trading name |
Registration number | Date established | Tax identification number |
Legal form Sole proprietorPartnershipPrivate companyCooperativeOther | Sector or industry |
Number of employees |
| Full name | ID number | Role | Percent held | Phone |
|---|---|---|---|---|
Average monthly turnover | Average monthly expenses | Existing debt or obligations |
Primary phone | Secondary phone | Email |
Street address | City or town |
State or province | Postal code | Country |
Item offered | Estimated value |
Description |
Condition and known defects |
Tick each document attached to this application Copy of IDProof of residencePayslips or business recordsBank statementOther |
I declare that the information given in this application is true and complete, and that I have withheld nothing that would affect the lender's decision. I authorise the lender to verify it with my employer, my bank and any credit reference agency, and to keep a copy of this form and the documents attached to it.
Received by | Date received | Application reference |
Branch | Officer decision ApprovedDeclinedReferred |
Loan Application Form
Loan product or purpose | Amount applied for |
Duration | Period DaysWeeksMonthsYears |
Preferred repayment cycle WeeklyFortnightlyMonthlyQuarterly | Preferred release date |
Group name | Registration number |
Date formed | Number of members |
Chairperson | Secretary | Treasurer |
Primary phone | Secondary phone | Email |
| No. | Full name | ID number | Phone | Signature |
|---|---|---|---|---|
| 1 | ||||
| 2 | ||||
| 3 | ||||
| 4 | ||||
| 5 | ||||
| 6 | ||||
| 7 | ||||
| 8 |
Street address | City or town |
State or province | Postal code | Country |
Item offered | Estimated value |
Description |
Condition and known defects |
Tick each document attached to this application Copy of IDProof of residencePayslips or business recordsBank statementOther |
We, the undersigned members of the group, bind ourselves jointly and severally for the full amount advanced to any member of the group, and accept that the lender may recover the whole outstanding balance from any one of us.
I declare that the information given in this application is true and complete, and that I have withheld nothing that would affect the lender's decision. I authorise the lender to verify it with my employer, my bank and any credit reference agency, and to keep a copy of this form and the documents attached to it.
Received by | Date received | Application reference |
Branch | Officer decision ApprovedDeclinedReferred |
How to use this form
- 1Pick the version that matches the borrowerAn individual borrowing in their own name, a registered business, or a lending group. Each asks only for what is relevant to that borrower, so nothing on the page goes to waste.
- 2Print it, or fill it in firstTake the PDF to print and hand out at a branch, or the Word file if you would rather add your logo, drop a section you do not need, and make it your house form.
- 3Check it, then file itThe applicant signs and dates the declaration with a witness. Your officer completes the boxed panel at the end — who received it, when, and the reference it was filed under.
What the form asks for
- The loan applied for — purpose, amount, duration and preferred repayment cycle
- Identity: full name, date of birth, ID or passport number, and a photograph
- Marital status, gender and next of kin
- Employment, employer, and net monthly income
- For a business: registration number, legal form, owners and directors, turnover
- For a group: office bearers, a members roster and joint-and-several liability
- Contact details and residential or trading address
- Collateral offered, with its condition and estimated value
- A tick list of documents attached, a signed declaration, and an office-use panel
Rather take applications online?
A paper form has to be typed up by somebody. Lendbox takes the same information through a borrower portal at your own address, runs it against your limits and required documents, and drops it straight into your approval workflow.
See loan originationLoan application form questions
- Enough to identify the applicant and assess whether they can repay — identity, contact details, address, income and existing obligations. Beyond that, data protection law in most countries expects you to collect only what you will actually use in the decision. If a field on this form is not something you will look at, delete it before you print: an unused field is a liability, not a formality.
- The form has a tick list of the usual ones — a copy of the applicant's ID, proof of residence, payslips or business records, and a recent bank statement. What you actually require is your call and your regulator's, so treat the list as a starting point. Lenders operating in more than one country generally find the list changes market by market.
- No. An application is an offer to borrow, not a contract. Nothing binds either side until you approve it and both parties sign a loan agreement setting out the amount, rate, term and repayment obligations. The declaration on this form does have effect, though: it is the applicant's confirmation that what they have told you is true, and their authority for you to verify it.
- In most jurisdictions, yes — and that is what the declaration paragraph is for. It authorises you to verify what has been declared with the applicant's employer, bank and any credit reference agency, and to keep a copy of the form and its attachments. Have a lawyer in your jurisdiction check the wording against your own privacy notice before you print a run of them.
- The group version identifies the group rather than one person: its name, registration, date formed, and its chairperson, secretary and treasurer. It carries a roster for every member to sign, and a joint-and-several liability undertaking — meaning the lender may recover the whole outstanding balance from any one member, not just a share of it.
- Yes. The Word download is a real document, not a locked image — change the wording, delete a section, add your letterhead and save it as your own template. The form is free to use and has no watermark. It is a starting point rather than legal advice, so have it reviewed before you rely on it.
What information can a lender ask a borrower for?
Which documents should be attached?
Is a completed application form legally binding?
Do I need the applicant's consent to check their details?
How does a group loan application differ?
Can I edit the form or add my own logo?
This template is provided for general information and is not legal advice. What a lender may ask an applicant, and how that information must be stored, is regulated differently in every country — have a qualified lawyer in your jurisdiction review the form and your privacy notice before you use it.
Stop typing up paper applications
Lendbox collects the same details through a borrower portal at your own address, checks them against your limits and required documents, and opens the loan without anyone re-keying a form.
No card required