Submit Loan/Grant Application

APPLICATION PROCESS

Complete the application information in detail.
Application must be accompanied by the following (Additional items may be requested). Please note your application cannot be processed without receipt of all requested information.

A copy of your current year to date financial statement.
Copy of church’s current budget.
Copies of last month’s bank statement on all accounts.
Last three years of financials including income statements and balance sheets.
Copy of Purchase contract, if using funds for a purchase

POLICIES AND GENERAL LOAN CONDITIONS

Documentation: Loan documents acceptable to SWFLJ and as required under applicable state law including, but not limited to, a promissory note.
Hazard and Liability Insurance: Fire and extended coverage and flood insurance (if applicable) will be required on insurable buildings and improvements included in the security property.
Compliance with Zoning and Building Laws: Security property must comply with all applicable zoning and building laws.
Expenses: The church must bear all expenses relative to the loan and its closing. SWFLJ will also charge a fee on each loan.

"*" indicates required fields

Name of Applicant (Church or Individual) (Select one)*

Church

Individual

Funding request: [Our new project is aimed towards {reason for requesting funding}]

tell us the reason for the request*

Loan/Grant Amount Requested*

Select payback period for Loan (select one): LOAN ORIGINATION FEE OF 10% OF LOAN AMOUNT ADDED TO MONTHLY PAYMENT AMOUNT*

12 - MONTHS

24 - MONTHS

36 - MONTHS

Name of Church*

Year Organized*

Physical Address1*

Physical Address2

City*

County*

State*

Zip*

Mailing Address if different

Mailing Address

City

County

State

Zip

Church Phone*

Church Fax

Church e-mail address*

Contact Person*

Senior Pastor*

List Names of Officers of the Church

Name*

Name

AUTHORIZATION INFORMATION

This application, submitted for a Loan or Grant in the amount of:*

by the previously mentioned church, was duly authorized in business session on Month of [_____] day of [_____] year of [20_____] and is hereby submitted to Southwestern Florida Jurisdiction C.O.G.I.C. for consideration.

Month of the year*

day of the year*

Year*

Clerk of Applicant Church Person Name*

Senior Pastor of Applicant Church Person Name*

Statistical Information

Current number of Ministries*

Current number of Auxiliaries*

Total church membership numbers*

Financial Information

A copy of current budget must be attached to completed application.

Max. file size: 256 MB.

BALANCE SHEET: As of: [type date here]

Only complete if Balance Sheet not provided

Current Assets

Total Bank Accounts $:

Other Cash or Marketable Securities $

Land and Buildings $

Vehicles $

Other Equipment $

Other Assets $

Total Assets $

Price: $0.00

Current Liabilities

Accounts Payable $

Short term loans

Long term Loans $

Other Liabilities $

Total Liabilities $

Price: $0.00

Net Worth (Assets minus Liabilities) $

Price: $0.00

Is the church a party to a lawsuit or legal action (select one)

Yes

MINISTERIAL STAFF AND OTHER KEY PERSONNEL

Name

Position

Years in Position

Name

Position

Years in Position

Name

Position

Years in Position

CERTIFICATION AND SIGNATURE

As officer(s) of the church, I/we have read the General Loan Conditions and fully understand the responsibility and requirements in securing a loan with SWFLJ. I/we also certify that all statements and information in this Application are correct and complete. The undersigned authorizes SWFLJ to make such inquiries and gather such information as deemed necessary concerning any information provided to SWFLJ on this application or on any such required documents. I/we also understand that all loan applications are subject to approval, and availability of SWFLJ funds.

Signed

Title

Date

read*

I Acknowledge That I Have Read And Understand The Use of the Loan/Grant Scoring Grid to evaluate my Loan/Grant Request.