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DIRECT MARKETING - SOUTH LUZON

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 JOHN ERICK GALES STA CRUZ
BIRTHDAY (mm/dd/yy) OCTOBER 29, 1987

CITIZENSHIP FILIPINO √ MALE FEMALE


RESIDENCE ADDRESS P58-18 17TH-16TH ST., VILLAMOR AIRBASE, BARANGAY 183, PASAY CITY 1309

RESIDENCE TEL NO 02 8854 3765 MOBILE NO 919 001 2970

RESIDENTIAL STATUS OWNED RENT √ LIVING WITH PARENTS


LENGTH OF STAY 11 YEARS

MARITAL STATUS √ SINGLE MARRIED WIDOWED SEPARATED


SPOUSE/CO-MAKER FIRST NAME
BIRTHDAY (mm/dd/yy)

CITIZENSHIP MALE FEMALE


MOBILE NUMBER

APPLICANT COMAKER

√ EMPLOYED SELF EMPLOYED EMPLOYED SELF EMPLOYED

COMPANY NAME ABINALES ASSOCIATES ENGINEERS + CONSULTANTS COMPANY NAME


ADDRESS RM601 THE PRAXEDES PLACE, 5 EAST CAPITOL DRIVE, BARANGAY KAPITOLYO, PASIG CITY 1603 ADDRESS
TEL NO 02 8942 2548 TEL NO
NATURE OF BUSINESS STRUCTURAL CONSULTANCY NATURE OF BUSINESS
POSITION/RANK SR. STRUCTURAL ENGINEER II POSITION/RANK
YEARS IN SERVICE 4 YEARS YEARS IN SERVICE
GROSS MO INCOME PhP 25,440 GROSS MO INCOME

NO OF VEHICLES 1 MODEL Toyota VIOS 1.3 E M/T

> AUTO LOAN DETAILS


SOURCE UNIT BRAND/YEAR/VARIANT MODEL UNIT PRICE DOWNPAYMENT TERMS (months)
[ ] 12 [ ] 18 [ ] 24
[ ] Dealer Gen [X] Direct Loan Toyota VIOS 1.3 E M/T 851,000.00 20%
[ X ] 36 [ ] 48 [ ] 60
PRODUCT TYPE LOAN TYPE TOTAL DEPOSIT RELATIONSHIP & 3MOS ADB (for Corporate Accounts)

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

REMARKS / JUSTIFICATION FOR THE ENDORSED ACCOUNT

VALUED CLIENT

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


[ X ] VALUED DEPOSITOR [ ] NON-VALUED DEPOSITOR [ ] NON-DEPOSITOR / WALK-IN CLIENTS [ ] GRC
REFERRING STORE/UNIT DETAILS
STORE/UNIT STORE EMPLOYEE CHANNEL
NAME: DASMA CODE: 234 ID NO. 61373 EMPLOYEE NAME SUZANNE HERRERA
MANAGER

DO YOU HAVE ANY RELATIVES FROM EASTWEST BANK? IF YES, PLEASE INDICATE THE FULL NAME
X NO YES Full Name of EWB Employee: ________________________________________________________
DIRECT MARKETING - SOUTH LUZON
AUTO LOAN Data Completion Sheet
Store-Referred Clients

SOURCE CODE: SR_VD : Valued Depositor / New Depositor <6M

CORPORATION - DATA COMPLETION SHEET


Business Name:
Office Address:
Nature of Business:
Telephone Numbers:
Contact Person:
Years in Operation:
Date Established:
Major Products:
Major Stockholders:
Name No of Shares Php Value

OFFICERS/DIRECTORS SIGNATORY: _________________________

Name CLIENT/SUPPLIERS REFERENCES


Contact Person
1
2
3
4
5

NO OF VEHICLES MODEL

> AUTO LOAN DETAILS


SOURCE UNIT BRAND/YEAR/VARIANT MODEL UNIT PRICE

[ ] Dealer Gen [X] Direct Loan

PRODUCT TYPE LOAN TYPE TOTAL DEPOSIT RELATIONSHIP & 3MOS ADB (for Corpor

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

BRANCH ENDORSEMENT FORM


Branch Depositor Yes No Potential
Start of Relationship:
Deposit Type
Outstanding Potential 3-Month ADB
Others
Total Deposit
Relationship

REMARKS / JUSTIFICATION FOR THE ENDORSED ACCOUNT

REFERRING STORE/UNIT DETAILS


STORE/UNIT STORE EMPLOYEE
EMPLOYEE NAME
NAME: CODE: ID NO.

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

Endorsed By: ________________________Position: _________________________ Store: ____________


*for Store/Unit use only INTERNAL/CONFIDENTIAL

/ New Depositor <6MOB with >=Php1M balance

ON SHEET

Php Value Paid up PHP

_____________________________

ontact Person Contact Number

Loan History

DOWNPAYMENT TERMS (months)


[ ] 12 [ ] 18 [ ] 24
[ ] 36 [ ] 48 [ ] 60
LATIONSHIP & 3MOS ADB (for Corporate Accounts)

3-Month ADB
ACCOUNT

CHANNEL
MANAGER

______________________________________________

Store: ______________________ Date: ____________

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