Finance Applications
Apply Online

PASS Login

Online program management tool for equipment manufactures/dealers.
Login to PASS 
Need help?
Register

ServiceOne Login

Online access to your contract/lease information.
Login to ServiceOne
Need Help?

Standard Equipment Finance Application

Required information fields are in bold and must be completed.

 

Business Information
Company Name (Exact Legal Name) Doing Business as (D.B.A.)

Street Address
Equipment Location Address

City
State
City
State

Zip Code
Zip Code

Telephone No
Fax No.
Type of Business
Gross Annual Sales

Contact
Yrs. In Business 		Yrs. Under Current Owner

Email
Corporate Status
State of Incorporation		  
 

Federal Tax ID No.


Ownership Information
Principal #1 Name and Title Principal #2 Name and Title

% Ownership 		Yrs. Industry
Experience
% Ownership		 Yrs. Industry
Experience

Home Address
Home Address

City
State
City
State

Zip Code
Zip Code

Home Phone No.
Social Security No
Home Phone No.
Social Security No.

Birthdate 		 
Birthdate		  
   

Personal
Annual Income
Monthly Mortgage/
Rent (Residence)
Personal
Annual Income
Monthly Mortgage/
Rent (Residence)


Reference Information
Bank Name Primary Trade/Supplier Name

Bank Contact Name
Trade/Supplier Contact

City
Phone No.
Trade/Supplier Phone No.

Bank Account Under Name of		  
 

Current
Checking Balance

Checking Account No.		  
 

Savings Account No.
Loan No.		  
 


Equipment Dealer


Desired Terms
Dealer Name Contact Finance Term (Months)

Telephone No.
Equipment Cost
Purchase Option

Equipment Type

I understand this equipment application may be approved based upon my business and personal credit. I authorize Trinity, a division of Bank of the West or its assignees to check references, bank accounts and credit information.



ECOA NOTICE: DISCLOSURE OF RIGHT TO REQUEST SPECIFIC REASONS FOR CREDIT DENIAL GIVEN AT TIME OF APPLICATION (BUSINESS CREDIT). If your application for business credit is denied, you have the right to a written statement of the specific reasons for denial. To obtain the statement, please contact Credit Manager. Trinity, a division of Bank of the West, 475 Sansome Street, 19th Floor, San Francisco, California 94111, (415) 956-5174 within 60 days from the date you are notified of our decision. We will send you a written statement of reasons for the denial within 30 days of receiving your request for the statement. Notice: The federal Equal Credit Opportunity Act prohibits creditors from discriminating against credit applicants on the basis of race, color, religion, national origin, sex, marital status, age (provided the applicant has the capacity to enter into a binding contract); because all or part of the applicant's income derives from any public assistance program; or because the applicant has in good faith exercised any right under the Consumer Credit Protection Act. The federal agency that administers compliance with this law concerning the creditor is the Federal Deposit Insurance Corporation Consumer Response Center, 2345 Grand Boulevard, Suite 100, Kansas City, MO 64108.

If the business has been in operation under present ownership for less than two (2) years or equipment costs exceed $150,000, financial statements or tax returns on company for most recent two (2) years and most recent interim finance statement may be required.
Copyright © 2006-2009 Bank of the West.
Bank of the West | BancWest | BNP Paribas | About Trinity  | Contact Us