Union IPO Loan Application

Date :

From :

To
The Asst.General Manager/The Chief Manager
Union Bank of India
___________ Branch

Dear Sir,

Sub: Request for a loan of Rs. for acquisition

of shares through IPO
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

I/We am/are maintaining my/our saving/current account with you since

__________. The number of my/our Savings/CD account is

2. I/We am/are interested in subscribing to issues being floated through IPO. I/We
request you to sanction us a loan amount of Rs. __________. I/We hereby declare that
the amounts sanctioned would be utilized only for the purpose for which it is sanctioned.

3. I/We shall abide by all the terms and conditions of the Bank’s scheme.

4. I/We, am/are willing to open a new DP account with you for the exclusive
purpose of this loan and agree to create charge thereon until the loan is fully liquidated.

5. The repayment of loan will be secured first by the refund from this application
money and the balance will be repaid by me/us in full.

5. The details of my DP account are furnished in the annexure.

6. My/our personal details are furnished in the enclosed annexure,

Thanking you.
Yours faithfully,
 2

Annexure

Union Bank of India – UNION IPO LOAN APPLICATION FORM

NAME : ____________________________________________________

ADDRESS PHOTO
Office _______________________ *Residential _______________________
_______________________ _______________________
_______________________ _______________________
_______________________ _______________________
_______________________ _______________________

Residing since ____years___ months at the

Above address ( if the period of stay is less than
2 years, furnish previous address also)

Telephone : _____________ Telephone _____________

(with STD Code) (With STD Code)
Mobile No. ____________________ E-mail:
Office:_____________________________
Personal: ___________________________
Permanent Address:_______________________________________________________
_______________________________________________________________________
City/Town____________________State:_____________________Pin Code:

Service Particulars/Income Particulars :

Years of Service: __________Present employment with designation: _____________

Monthly Salary (Gross): _________ Nature of Business : ____________

Monthly Salary ( Net): _________

Annual Gross Business Income: : ___________
Annual Net Business Income :_______________
Monthly deductions/:______________Annual expenditure/ :______________________
Expenditure deductions
Surplus :__________________ Surplus:________________________________

V. Bank Account Particulars: VI. Whether loan taken from any other
Bank? /branch, if so particulars: Give particulars (mention if any
overdues)

Name of the Bank Type of Account Details of borrowings, if any, from Banks
& Account since ( including Union Bank of India)
 3
Branch (SB/CD) when Name of Bank Nature of Present
Branch limit and outstanding
amount

VI. (a)Whether loan taken for any other IPO earlier (if yes)
Name of IPOs ___________________Number of shares applied for __________
(b) Whether loan availed for such IPO from any Bank? If so the name
of Bank __________________________and the amount of loan availed
Rs.________________
© Whether the said loan is adjusted or still outstanding? Yes/No
if yes, furnish outstanding RS.___________ and overdues, if any Rs._________

(1) I/we hereby agree, declare and undertake that the

information furnished hereinabove are true to the best of our
knowledge and belief and in case any of the information is
found to be false at a later date, the Bank has right to recall
the advance and initiate appropriate action against me/us as
it may deem fit.

(2) I/We authorize Union Bank of India to exchange, share or

part with all the information relating to my/our loan
details/repayment history/information to other Union Bank
Branches/Banks/Financial Institutions/Reserve Bank of
India/CIBIL/Credit Bureau/Agencies/Statutory Bodies as may
be required and shall not hold Union Bank of India and/or its
agents liable for use of this information.

Place: Applicant’s Signature

Date:

List of documents attached:

-Passport size photographs of the applicant (2 copies)

-Latest salary certificate and form-16 in case of salaried persons
-Latest IT return copy
-Proof of residence and identity ( Ration card/Driving License/Telephone Bill/Electricity
Bill/Voter ID/Passport)
-Copy of PAN Card mandatory
4