Incorporated Businesses must submit two
year-end financial statements and most current balance sheet and profit / loss
on business or current tax return.
Corporation
Non-profit Organization |
Type of Financial Statement:
Audited
Unaudited
Review Engagement Fiscal Year-End: |
| Accountant Name: |
|
Phone No: |
|
|
| Legal Name: |
|
GST/HST Reg. No: |
|
| Other Name(s) under which applicant's
credit/trade references or history can be found: |
| Present Address: |
|
City: |
|
| Province: |
|
Postal Code: |
|
Phone No:
(incl. area code) |
|
Fax No:
(incl. area code)
|
|
| Email Address: |
|
|
|
| Type of Business (Be specific): |
Years in
Business: |
|
No. of Employees: |
|
Province of
Incorporation: |
|
Incorporation Date: |
|
Annual
Revenues ($): |
|
Total Assets ($): |
|
Total
Liabilities ($): |
|
|
|
| |
|
|
|
| OWNERSHIP |
| |
|
|
|
| Owner #1: |
|
|
|
| Name of Owner: |
|
Title: |
|
| Street Address: |
|
City: |
|
| Province: |
|
Postal Code: |
|
| % of Ownership: |
|
Active in Business
Inactive in Business |
|
| Owner #2: |
|
|
|
| Name of Owner: |
|
Title: |
|
| Street Address: |
|
City: |
|
| Province: |
|
Postal Code: |
|
| % of Ownership: |
|
Active in Business
Inactive in Business |
|
| Owner #3: |
|
|
|
| Name of Owner: |
|
Title: |
|
| Street Address: |
|
City: |
|
| Province: |
|
Postal Code: |
|
| % of Ownership: |
|
Active in Business
Inactive in Business |
| |
|
|
|
| VEHICLE INFORMATION |
| |
|
|
|
| Intended Use of Vehicle(s): |
No. of Vehicles
in Fleet: |
|
Type of
Vehicle(s): |
|
Annual average
Km per vehicle: |
|
Ford Fleet Code: |
|
| |
|
|
|
| BANK/CREDIT UNION INFORMATION |
| |
|
|
|
| Institution #1: |
|
|
|
| Name: |
|
Address: |
|
| Contact: |
|
Phone No:
(incl. area code) |
|
| Account No: |
|
Total Obligation ($): |
|
|
| Institution #2: |
|
|
|
| Name: |
|
Address: |
|
| Contact: |
|
Phone No:
(incl. area code) |
|
| Account No: |
|
Total Obligation ($): |
|
| |
|
|
|
| FINANCING SOURCES (List Two Bank
and Vehicle / Equipment Financing / Leasing Sources) |
| |
|
|
|
| Source #1: |
|
|
|
| Name: |
|
Address: |
|
| Contact: |
|
Phone No:
(incl. area code) |
|
| Account No: |
|
Total Obligation ($): |
|
|
| Source #2: |
|
|
|
| Name: |
|
Address: |
|
| Contact: |
|
Phone No:
(incl. area code) |
|
| Account No: |
|
Total Obligation ($): |
|
| |
|
|
|
TRADE REFERENCES (Provide Three Major Trade
References with which your business has been
transacting over the past 5 years) |
| |
|
|
|
| Reference #1: |
|
|
|
| Name: |
|
Address: |
|
| Contact: |
|
Phone No:
(incl. area code) |
|
| Type of Transactions: |
|
| Reference #2: |
|
|
|
| Name: |
|
Address: |
|
| Contact: |
|
Phone No:
(incl. area code) |
|
| Type of Transactions: |
|
| Reference #3: |
|
|
|
| Name: |
|
Address: |
|
| Contact: |
|
Phone No:
(incl. area code) |
|
| Type of Transactions: |
| |
|
|
|
|
|