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DIRECT MARKETING

AUTO LOAN Data Completion Sheet


Store-Referred Clients
*for Store/Unit use only INTERNAL/CONFIDENTIAL

SOURCE CODE: SR_WI : Non-depositor/Non-repeat/Walk-in client

INDIVIDUAL - DATA COMPLETION SHEET


FIRST NAME MIDDLE NAME LAST NAME
BIRTHDAY (mm/dd/yy) BIRTHPLACE

CITIZENSHIP GENDER MALE FEMALE


RESIDENCE ADDRESS

RESIDENCE TEL NO MOBILE NUMBER

RESIDENTIAL STATUS OWNED RENTED LIVING WITH RELATIVES


LENGTH OF STAY

MARITAL STATUS SINGLE MARRIED SEPARATED WIDOWED


SPOUSE/CO-MAKER FIRST NAME MNAME LAST NAME
BIRTHDAY (mm/dd/yy) BIRTHPLACE MANILA

CITIZENSHIP GENDER MALE FEMALE


MOBILE NUMBER

APPLICANT COMAKER

EMPLOYED SELF EMPLOYED EMPLOYED SELF EMPLOYED

COMPANY NAME COMPANY NAME


ADDRESS ADDRESS
TEL NO TEL NO
NATURE OF BUSINESS NATURE OF BUSINESS
POSITION/RANK POSITION/RANK
YEARS IN SERVICE YEARS IN SERVICE
GROSS MO INCOME GROSS MO INCOME

NO OF VEHICLES MODEL

> AUTO LOAN DETAILS


SOURCE UNIT BRAND/YEAR/VARIANT MODEL UNIT PRICE DOWNPAYMENT TERMS (months)
[ ] 12 [ ] 18 [ ] 24
[ ] Dealer Gen [X] Direct Loan
[ ] 36 [ ] 48 [ ] 60
PRODUCT TYPE LOAN TYPE TOTAL DEPOSIT RELATIONSHIP & 3MOS ADB (for Corporate Accounts)

[ X ] Auto [ ] Light Comm Vehicle [ ] Asian Utility Vehicle [ ] Brand New [ X ] Used/Second Hand

REMARKS / JUSTIFICATION FOR THE ENDORSED ACCOUNT


Client is availing ROPA unit

FOR BANK USE ONLY : SELECT ONLY ONE (1) CATEGORY


[ ] VALUED DEPOSITOR [ ] NON-VALUED DEPOSITOR [ ] NON-DEPOSITOR / WALK-IN CLIENTS [ ] GRC
REFERRING STORE/UNIT DETAILS
STORE/UNIT STORE EMPLOYEE CHANNEL
EMPLOYEE NAME
NAME: CODE: ID NO. MANAGER

DO YOU HAVE ANY RELATIVES FROM EASTWEST BANK? IF YES, PLEASE INDICATE THE FULL NAME
NO YES Full Name of EWB Employee: ________________________________________________________

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