United Financial CU Short Form Residential Loan Application
Please print this form, fill it out and fax to 562.944.4617
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Mailing Address:

United Financial Credit Union
P.O. Box 3277
Whittier, California 90605-0277

 General Information
 Will you be applying for Individual or Joint Credit: Joint Individual
 If applying for joint credit, please sign below to verify that you intend to apply for joint credit
 Applicant:  Co-Applicant:
 Marital Status: Complete marital status if this loan is for:
 a. Joint or secured credit, or
 b. You reside in or rely on property located in a Community Property State. (AZ, CA, ID, LA, NM, NV, TX, WA, WI)
  Unmarried
  Married
  Separated
  This loan is not for joint or secured credit and I do not live in the states listed above.
 Type of Loan Requested:  Loan Amount Requested:
 Loan Term Requested:  Interest Rate Requested:
 Primary Applicant
 Last Name:  Member Number:
 First Name:  Middle Name:
 Social Security Number (TIN):  Date of Birth:
 Number of Dependents:  Ages of Dependents:
 Home Phone Number:  Work Phone Number:
 Other Phone Number:  Email Address:
 Drivers License #:  Drivers License State:
 Home Address
 Address 1:
 Address 2:
 City:  State, Zip:
 Time at Current Residence:  Residence Type: Rent Own Other:
 Monthly Payment:
 Previous Address
 Address 1:
 Address 2:
 City:  State, Zip:
 Time at Previous Residence:  Residence Type: Rent Own Other:
 Present Employer
 Name:  Phone Number:
 Employment Status: Full Time Part Time Temp Retired Other (please specify):
 Job Start Date:  Job Title:
 Gross Salary:  per Year Month Hour
 Alimony, child support, or separate maintenance income need not be revealed  if you do not wish to have it considered as a  basis for repaying this obligation.
 Other Income:  per Year Month Hour
 Other Income Source:  
 Previous Employer
 Name:  Phone Number:
 Employment Status: Full Time Part Time Temp Retired Other (please specify):
 Job Start Date:  Job Title:
 Job End Date:  
 Gross Salary:  per Year Month Hour

Co-Applicant

 Last Name:  Member Number:
 First Name:  Middle Name:
 Social Security Number (TIN):  Date of Birth:
 Number of Dependents:  Ages of Dependents:
 Home Phone Number:  Work Phone Number:
 Other Phone Number:  Email Address:
 Drivers License #:  Drivers License State:
 Home Address
 Address 1:
 Address 2:
 City:  State, Zip:
 Time at Current Residence:  Residence Type: Rent Own Other:
 Monthly Payment:
 Previous Address
 Address 1:
 Address 2:
 City:  State, Zip:
 Time at Previous Residence:  Residence Type: Rent Own Other:
 Present Employer
 Name:  Phone Number:
 Employment Status: Full Time Part Time Temp Retired Other (please specify):
 Job Start Date:  Job Title:
 Gross Salary:  per Year Month Hour
 Alimony, child support, or separate maintenance income need not be revealed  if you do not wish to have it considered as a  basis for repaying this obligation.
 Other Income:  per Year Month Hour
 Other Income Source:  
 Previous Employer
 Name:  Phone Number:
 Employment Status: Full Time Part Time Temp Retired Other (please specify):
 Job Start Date:  Job Title:
 Job End Date:  
 Gross Salary:  per Year Month Hour
 References
 Nearest Relative Not Living With You
 Last Name:  First Name:
 Relationship:  Phone Number:
 Address 1:
 Address 2:
 City:  State, Zip:
 Credit and Asset Information
 Monthly Obligations
 Installment Payments:  Revolving Payments:
 Mortgage Payments/Rent:  Other Obligations:
 Assets
 Liquid Assets (cash,savings,etc.):  Stocks, Bonds, Mutual Funds, etc.:
 Fixed Assets (Real Estate, personal property, etc.):
 Miscellaneous Property Information
(If you have property picked out, this does not obligate you to buy)
 Property Type (Single Family, Condo, Vacation Home, Multi-Family, Commercial, Vacant Land):
 Property Address 1:
 Property Address 2:
 Property City:  State, Zip:
 Annual Property Taxes:  Annual Hazard Insurance:
 Annual Condo/PUD Fees:

Home Mortgage Disclosure Act (HMDA)

 The following information is requested by the federal government for certain types of loans related to a dwelling in order to
 monitor the lender' s compliance with equal credit opportunity, fair housing, and home mortgage disclosure laws. You are not
 required to furnish this information, but are encouraged to do so. You may select one or more designations for “Race”. The law
 provides that a lender may not discriminate on the basis of this information, or on whether you choose to furnish it. However, if
 you choose not to furnish the information and you have made this application in person, under federal regulations the lender is
 required to note ethnicity, race, and sex on the basis of visual observation or surname. If you do not wish to furnish the
 information, please check below.

Primary Applicant

Joint Applicant (If Applicable)

  I do not wish to furnish this information   I do not wish to furnish this information

 Ethnicity:
  Hispanic or Latino
  Not Hispanic or Latino

 Race:
  American Indian, Alaskan Native
  Asian
  Black or African American
  Native Hawaiian or Other Pacific Islander
  White

 Sex: Male Female

 Ethnicity:
  Hispanic or Latino
  Not Hispanic or Latino

 Race:
  American Indian, Alaskan Native
  Asian
  Black or African American
  Native Hawaiian or Other Pacific Islander
  White

 Sex: Male Female

 Additional Information
 How would you prefer to be contacted?
  Home Phone
  Work Phone
  Other Phone
  Email Address
  Other:
 Special Instructions/Comments:
 
 
 
 Signatures
Please note: Income verification is required; other information may be required.

I certify that statements on this application are true and complete. I authorize any person, association, firm or corporation to furnish, on request of this financial institution, information concerning me or my affairs.(Sec. 1014, Title 18, U.S. Code makes it a Federal Crime to knowingly make a false statement on this application.)
 Primary Signature:  Date:        
 Joint Owner Signature:  Date: