State Bank of India
_________________ Branch

Small Business Finance
Application form for loans upto Rs. 25,000
(For applicants except Motor-driven Transport Operators)

1 Name of the Unit:
2 Business address:
Telephone No. :
3.a Name(s) of proprietor /
partners
Age Address Past
Experience
i.
ii.
iii.
iv.
v.
3.b Whether the applicant is
technically qualified or :
experienced
3.c. Whether the applicant is
educated unemployed :
3.d. Whether the applicant belongs
to scheduled caste or tribe :
(required for the Bank’ s
statistical purposes)
4. Size and particular s of land
holdings, if any, in the name of :
the applicant or family member s
5. Present income of the family :
with sources
6 Size of the applicant’s family : Adults Children
7 Sustenance required per month
(minimum amount required for :
family maintenance)
8 Existing / Proposed line of
Industrial / business activity, :
with brief description
9 Number of persons employed /
proposed to be employed in the :
unit
10 How the activity was financed so : Own funds Rs.
far
give details of borrowings like source,
security, repayment and rate of interest) Borrowings Rs.
11 Purpose of the new loan :
12 Amount of loan required :
I/We certify that all information furnished by me / us is true; that I / We have no
borrowing arrangements for the unit with any bank; that no legal action has been / is
being taken against me / us; that I / We shall furnish all other information that may be
required by you in connection with my / our application; that this may also be
exchanged by you with any agency you my deem fit and that you, your
representatives, representatives of the Reserve Bank of India or any other agency as
authorized by you may, at any time, inspect, verify our assets, books of accounts, etc.,
in our factory and business premises.
Date Signature of the Borrower
Place
Interview-cum- Appraisal Form
(For use in the case of small business units)
13 Performance Actuals for the Project for
For the year ended / ending last year next year
_______ i.e. ____ i.e _______
(for existing units)
a. Average monthly sales (A) Rs. Rs.
b. Monthly expenses:
Stocks / spares Rs. Rs.
Salary of employees Rs. Rs.
Drawings for sustenance of Rs. Rs.
Proprietor / partners
Other expenses Rs. Rs.
(like rent etc.)
Total Expenses (B) Rs. Rs.
Monthly surplus (A-B) ( C) Rs. Rs.
14 EQUIPMENT FINANCE (IF REQUIRED)
A. Details of equipment required ( invoices / estimates to be enclosed)
Sr. No. Item Supplier Cost
Total Rs.
Less Applicant’s
contribution, if any
Rs.
Loan required Rs.
b. Need for the equipment:
15. Working capital requirements
Minimum stocking : ____ Month’s Purchase Rs.
Less:
Credit available on purchase Rs. ______
Amount contributed by the applicant, if any Rs. _____
Rs.
Loan required from the Bank Rs.
16. Repayment programmes, with start-up period required
(Adequacy / necessary to be substantiated)
(i) Term Loan
(ii) Working Capital (Where applicable)
17. How is the anticipated turnover considered achievable ?
(Please mention marketing arrangements)
Date (Signat ure of applicant)
Place
Name of the Bank official who conducted the interview:
18. Remarks, stipulations, sanction by the Bank
(i) Has the applicant the necessary
determination / experience /
market for achieving the anticipated
turnover (substantiate in brief)
(ii) Repayment programme
(a) For equipment finance
(b) For working capital
(if applicable)
(iii) Loan(s) sanctioned
(iv) Stipulations / security, if any
(v) Other remarks
Signature of the Signature of the
Apprising Official Sanctioning Authority
Place
Date