Mortgage Loan Application

Thank you for your interest in First National Bank of Muscatine.  Our general trade area is Muscatine County, Iowa and the surrounding contiguous counties.  We welcome all applications from our designated market area.

 

Any married applicant may apply for a separate account. Applicants should complete this form as "Borrower" or "Co-Borrower", as applicable. Co-Borrower information must also be provided (and the appropriate box checked) when the income or assets of a person other than the "Borrower" (including the Borrower's spouse) will be used as a basis for loan qualification or the income or assets of the Borrower's spouse will not be used as a basis for loan qualification, but his or her liabilities must be considered because the Borrower resides in a community property state, the security property is located in a community property state, or the Borrower is relying on other property located in a community property state as a basis for repayment of the loan.

 

I. Type of Mortgage and Terms of Loan

Mortgage Applied for:  Conventional

Amount Requested: $

Number of Months:    %

II. Property Information and Purpose of Loan

Subject Property Address (street, city, state & zip):

Number of Units:

Legal Description of Subject Property

Year built:

Purpose of Loan: Purchase Construction Refinance Construction-Permanent
Other (explain):

Property will be:
Primary Residence
Secondary Residence
Investment


Complete this section if construction or construction-permanent loan.

Year lot acquired:

Original Cost $

Amount existing liens $

(a) Present value of Lot $

(b) Cost of improvements $

Total (a + b) $


Complete this section if this is a refinance loan.

Year acquired:

Original Cost $

Amount existing liens $

Purpose of Refinance

Describe improvements made to be made
Description:
Cost: $


Title Informaton

Title will be held in what Name(s)?

Manner in which Title will be held?

Estate will be held in: Fee Simple Leasehold

Source of Down Payment, Settlement Charges and/or Subordinate Financing (explain).


 III. Borrower Information

BORROWER

 

CO-BORROWER

Name :

Co-Borrower's Name :

Social Security Number:--

Social Security Number:--

Home Phone: --

Home Phone: --

Email Address: Email Address:

Age:        Yrs. School:

Age:             Yrs. School:

Marital Status: Married Separated
Unmarried (include single, divorced, widowed).

Marital Status: Married Separated
Unmarried (include single, divorced, widowed).

Number of Dependents: (not listed by Co-Borrower)
Ages of Dependents:

Number of Dependents: (not listed by Borrower)
Ages of Dependents:

Present Address:

Present Address:

City/State/Zip:

How Long?

City/State/Zip:

How Long?

Do you: Own or Rent?

Do you: Own or Rent?

Previous Address:(if less than 2 years at present address)

Previous Address: (if less than 2 years at present address)

City/State/Zip:

How Long?

Did you: Own or Rent?

City/State/Zip:

How long?

Did you: Own or Rent?

IV. Employment Information

BORROWER

 

CO-BORROWER

Name and Address of Employer:

Name and Address of Employer:

Self Employed? Yes No

Self Employed? Yes No

Years on this job:

Years on this job:

Years employed in this line of work/profession:

Years employed in this line of work/profession:

Position/Title/Type of Business:

Position/Title/Type of Business:

Business Phone: --

Business Phone: --

If employed in current position for less than two years or if currently employed in more than one position, complete the following:

If employed in current position for less than two years or if currently employed in more than one position, complete the following:

Name and Address of Employer

Name and Address of Employer

Self Employed? Yes No

Self Employed? Yes No

Dates: from to

Dates: from to

Monthly Income: $

Monthly Income: $

Position/Title/Type of Business:

Position/Title/Type of Business:

Business Phone: --

Business Phone: --

Name and Address of Employer

Name and Address of Employer

Self Employed? Yes No

Self Employed? Yes No

Dates: from to

Dates: from to

Monthly Income: $

Monthly Income: $

Position/Title/Type of Business:

Position/Title/Type of Business:

Business Phone: --

Business Phone: --

V. Monthly Income and Combined Housing Expense Information

GROSS MONTHLY INCOME

Borrower

Base Empl. Income*

$

Overtime

$

Bonuses

$

Commissions

$

Dividends/Interest

$

Net Rental Income

$

Other (before completing, see the notice in "describe other income" below)

$

Total (a)

$

* Self Employed Borrower(s) may be  required to provide additional documentation such as tax returns and financial statements.

 

Co-Borrower

Base Empl. Income*

$

Overtime

$

Bonuses

$

Commissions

$

Dividends/Interest

$

Net Rental Income

$

Other (before completing, see the notice in "describe other income" below)

$

Total (b)

$

* Self Employed Borrower(s) may be required to provide additional documentation such as tax returns and financial statements.

 

Describe Other Income

Notice: Alimony, child support, or separate maintenance income need not be revealed if the Borrower or Co-Borrower does not choose to have it considered for repaying this loan.

Other Income source:

Borrower or Co-Borrower?

Monthly Amount: $

Other Income source:

Borrower or Co-Borrower?

Monthly Amount: $

Other Income source:

Borrower or Co-Borrower?

Monthly Amount: $

 

Combined Housing Expense Information

Present

Proposed

Rent

$

First Mortgage (P&I)

$

$

Other Financing (P&I)

$

$

Hazard Insurance

$

$

Real Estate Taxes

$

$

Mortgage Insurance

$

$

Homeowner Assn. Dues

$

$

Other

$

$

Total

$

$

 

VI. Assets and Liabilities

This Statement and any applicable supporting schedules may be completed jointly by both married and unmarried Co-Borrowers if their assets and liabilities are sufficiently joined so that the Statement can be meaningfully and fairly presented on a combined basis; otherwise separate Statements and Schedules are required. If the Co-Borrower section was completed about a spouse, this Statement and supporting schedules must be completed about that spouse also.

Completed Jointly Not Jointly

Assets

 

Liabilities and Pledged Assets. List the creditor's name, address and account number for all outstanding debts, including automobile loans, revolving charge accounts, real estate loans, alimony, child support, stock pledges, etc. Use continuation sheet, if necessary. Indicate by (*) those liabilities which will be satisfied upon sale of real estate owned or upon refinancing of the subject property.

Cash or Market Value

Cash deposit toward purchase held by:



$

List checking and savings accounts below:

Name and address of Financial Institution

Account No.


$

Name and address of Financial Institution

Account No.


$

Name and address of Financial Institution

Account No.


$

Name and address of Financial Institution

Account No.


$


Stocks & Bonds (Company name/number & description):






$


Life Insurance net cash value
Face amount: $


$


Subtotal Liquid Assets:

$


Real estate owned (enter market value from schedule of real estate owned)


$

Vested interest in retirement fund

$

Net worth of business(es) owned (attach financial statement)


$

Automobiles owned (make and year)







$

Other Assets (itemize)






$



Total Assets a.


$


Name and Address of Company

Account Number:

Monthly Payment & Months Left to Pay
$
/ Months

Unpaid Balance: $


Name and Address of Company

Account Number:

Monthly Payment & Months Left to Pay
$
/ Months

Unpaid Balance: $


Name and Address of Company

Account Number:

Monthly Payment & Months Left to Pay
$
/ Months

Unpaid Balance: $


Name and Address of Company

Account Number:

Monthly Payment & Months Left to Pay
$
/ Months

Unpaid Balance: $


Name and Address of Company

Account Number:

Monthly Payment & Months Left to Pay
$
/ Months

Unpaid Balance: $