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KW Capital Partners Finance Application (for broad equipment, including trucking, or growth companies). Please fill in the information to the best of your ability. Attach additional documents as needed. YOU CANNOT SAVE THIS APPLICATION ONCE YOU BEGIN; make sure you have all the required information on hand before completing.

Primary Applicant Name*

Primary Applicant Email

Business Name And Address

Main Business Phone Number

EIN

As assigned by the IRS. (SSN if sole proprietor.)

Primary Applicant Company Ownership Percentage

Primary Applicant Social Security Number*

Primary Applicant Date of Birth*

Primary Applicant Mobile Phone Number*

Primary Applicant Home Phone Number*

Primary Applicant Address*

How Long at this Address (Years)? (Primary Applicant)*

Primary Applicant Home Ownership*

Primary Applicant Former Address (if less than 5 yrs at present)

Primary Applicant Marital Status*

Mobile Number of Spouse (Primary Applicant)

Co-Applicant Name

Co-Applicant Birthday

Co-Applicant Social Security Number

Co-Applicant Phone Number

Co-Applicant Percent Ownership

Co-Applicant Address

Co-Applicant, How Many Years at This Address?

Co-Applicant Homeownership Status

Own
Rent

Has either applicant ever filed bankrupcy? If yes, please explain.*

Has either applicant ever had any item repossessed? If yes, please explain.*

Is either applicant a defendant in any legal action? If yes, please explain.*

Business/Commercial Equipment Ownership*

This is my first commercial equipment purchase.
I own other commercial equipment.
This is a replacement or upgrade.
This is (an) additional piece(s) of commercial equipment.
Other

How many years have you been working in this particular industry? In what roles?

How many years with Driver's License? Which State? How many years as owner operator (if applicable)?

Please provide companies (or clients) you will be working for using this equipment. Please include address, contact name, and phone number.

Business/Commercial Equipment Usage

Local
Regional
Long Distance
International

(For trucking/hauling equipment) What are you hauling?

Will you be operating the equipment?

(For all equipment leases) If no, provide the info on the operator(s) including name, address, operating license information, expected weekly gross revenue from equipment, and relationship to applicant. Also, include expected weekly usage (hours/mileage/rate per week, depending on equipment).*

(For growth companies) Please tell us your growth plan and strategy. Please include and current history and future changes and revenues gained from these anticipated changes. Please include timelines and any requirements to gain these additional revenues. Disregard for equipment leases.

What is your expected revenue growth in next 3 years?

Please provide the last five years of employment history. Include name and address of company, phone number, your position held, and how long you were employed. If self-employed, put "self".*

The applicant(s) acknowledge(s) the statements on this application are true, correct, and accurate to the best of my (our) knowledge, and the information contained herein may be used by KW Capital Partners (KWCP) to make credit decisions.*

I Agree

The applicant(s) authorize(s) us and affiliates to obtain any consumer and/or business information from banks, credit unions, as well as other credit reporting services, and authorizes them to furnish such information to KWCP.*

I Agree

I/We understand and agree that you may assign and/or transfer this credit application and may also communicate the information contained here in to others to decide whether or not to extend credit.*

I Agree

Applicant Digital Signature*

Please type your name

Please type Co-Applicant Digital Signature

Co-Applicant Please type your name your name

Date of Signature*

Attach these documents as instructed by your KW Capital Partners representative:*

I am attaching 3 months of bank statements or paystubs.
I am attaching a buyer's order for the commercial equipment.
I am attaching purchase orders for my products (irrevocable).
I am attaching my last 2 yrs tax returns, including Schedule C's if applicable.
I am attaching my last 2-3 yrs financial statement (audited or unaudited).
I am not attaching anything.

Attachments

Multi upload allowed

Drop files here or

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