SBI Home Loan Application

Creative Home Loan Application Form

FORM-A (PERSONAL DETAILS)

Applicant Type: Applicant Co-Applicant Guarantor

Name:

Gender: M F T (Transgender)

Salutation: Mr Mrs Ms Dr. Other

Date of Birth:

Marital Status: Married Unmarried Other

Name of Spouse:

No. of Dependents: No. of Children:

Name of Father:

Mother’s Maiden Name:

Category: SC ST OBC General

Nationality: Residential Status: Resident NRI / PIO

Religion:

Place of Birth:

Photo Identification (ID) Type:

Photo Identification (ID) Number: Valid Upto:

Driving Licence No.: Valid Upto:

PAN No./GIR No.: Passport No: Valid Upto:

Highest Qualification Attained: Qualifying Year:

Present Address

Staying at the present address for the past Years and Months.

Type of Residence: Owned Rented Allotted by employer Other

House / Flat / Apartment No. or Name:

Street Name & No. and Area/Location:

Landmark:

City: District: Pin Code:

State: Country:

Telephone (Landline): Mobile (Primary): Mobile (Secondary):

Email (Personal):

Permanent Address

Is permanent address same as present address? Yes No (To be filled if different)

House / Flat / Apartment No. or Name:

Street Name & No. and Area/Location:

Landmark:

City: District: Pin Code:

State: Country:

Telephone (Landline 1): Telephone (Landline 2):

Office / Business Address

Name of Org/Employer, Dept, & Floor:

Street Name & No. and Area/Location:

Landmark:

City: District: Pin Code:

State: Country:

Telephone (Landline): Fax: Mobile (Secondary):

Email (Organizational):

Repayment Mode: Check-off ECS (Electronic Clearing System) PDCs (Post Dated Cheques) SI (Standing Instruction) Others

Relationship with the Bank: Less than 1 year 1 – 3 years More than 3 years

References (Names and addresses of two referees who are not related to you)

Reference 1

Name:

Address:

Email:

Tel: Mob:

Reference 2

Name:

Address:

Email:

Tel: Mob:

FORM-B (EMPLOYMENT & INCOME DETAILS)

Nature of Occupation: Salaried Businessmen / Self Employed Professional Pensioner

Employer Name: Employment Status: Regular On-Probation Contractual

Total Experience: Years Months Years in Present Job: Years in Previous Job:

Previous Employer’s Name: Contact Number:

Previous Employer’s Address:

Current Industry:

Organization Type: Public Sector Unit Listed Private Company Unlisted Private Company MNC Central/State Government Local Civic Body

Department: Designation:

Employee No.: Remaining Service:

Businessman / Self Employed

Nature of Business: Manufacturing Company Services Company Trading Company Trading Firm Other

Business Name: Industry:

Trade License No.: Issue Date: Share holding (%):

Type of Ownership: Single Joint No. of Partners:

Other Details

Employer / Corporate Website:

Name of POA Holder (If any):

Income / Financial Details

Income Details

Income Head: Gross Income: Net Income: Frequency: How are you paid?:

Obligation / Deduction Details

Obligation Head: Gross Obligations: Net Obligations: Frequency: Remarks:

Existing Loans (If Any)

Bank / Financer: Type of Loan: EMI: Tenure of the Loan: No. of EMIs Paid: Outstanding Balance:

Bank Accounts Held

Bank Name: Branch: Account Type: Account Number: Account held for (Years):

Credit Cards

Card Number: Issuer Name: Primary / Supplementary: Outstanding Balance: Remarks:

Fixed Deposits

FD Number: Amount: Rate: Maturity Date: Bank Name:

Other Current Assets

Asset Type: Asset Description: Asset No.: Asset Value: Remarks:

FORM-C (PROPERTY & LOAN DETAILS)

Scheme Name: SBI Max Gain SBI FlexiPay SBI Pre-Approved Home Loan SBI NRI Housing Loan SBI Realty Home Loan SBI Home Top-Up Other Scheme

Builder Tie-up Available: Yes No Project Tie-up ID: Property Type: Free Hold Lease Hold

Builder Name: Project Name:

Building Name / Number: Wing Name:

Built up Area (Sq ft): Plot Area (Sq ft): Plinth Area (Sq ft):

Plot / Flat No.: Block No:

Name of Seller: Registered Owner:

Sellers Address 1:

Sellers Address 2:

Landline / Mobile:

Address of Property

Address of Property 1:

Address of Property 2:

Landmark:

City: District: Pin Code:

State: Country:

Loan Details

Cost of property (Project Cost): Down payment (amount): Down payment %:

Loan Amount: Repayment: Monthly Quarterly Annually Tenure (Months):

Loan Purpose: New House Construction Purchase of New House Purchase of Old House Purchase of Plot of Land Purchase of New Flat Purchase of Resale Flat Repairs and Renovation Home Extension Balance Transfer from other Bank Reimbursement of expenditure incurred in past 12 months

Interest Rate Option: Fixed Rate Floating Rate Moratorium Period (Months): Whether Interest to be Capitalized during Moratorium Period: Yes No

Insurance

Do you wish to be covered by Home Loan Insurance Cover by SBI Life / SBI General? Yes No

If Yes, I will opt for: SBI Life RiNn Raksha Policy SBI Life Saral Shield Policy SBI Life Smart Shield Policy SBI General Loan Insurance Policy

Premium option: I will pay the premium Please add the premium to the home loan amount mentioned above

FORM-D (DECLARATION)

I/We certify that the information provided by me/us in this application form is true and correct in all respects and State Bank of India is entitled to verify this directly or through any third party agent.

I/We confirm that the attached copies of financials/Bank Statements/Title/Legal documents etc. are true copies and may be used for processing.

I/We acknowledge and agree to the terms, conditions, disclosures, and credit information sharing stated in the application form.

Consent to share data with group companies / affiliates: Yes No

ACKNOWLEDGEMENT RECEIPT

Loan application received on , complete document set received on .

Processing Fee: Rs. , Valuation Fee: Rs. , Legal Fee: Rs.

Cheque numbers:

Date: Payable at:

Date and Place:

Annexure-A

Before you proceed further, please answer the following questions, to check your eligibility for subsidy under Pradhan Mantri Awas Yojana (PMAY).

1) Do you and / or your wife own a Pucca house anywhere in India: Yes No

2) Gross Annual Household Income of Family (Husband & Wife) – select any one of the following:

a. Upto Rs. 3 lakhs Yes No

b. >Rs. 3 lakhs and <= Rs. 6 lakhs Yes No

c. >Rs. 6 lakhs and <=Rs.12 lakhs Yes No

d. >Rs.12 lakhs and <=Rs.18 lakhs Yes No

3) Carpet Area of House:

a. Upto 30 Sqmts Yes No

b. >30 and <= 60 Sqmts Yes No

c. >60 and <=90 Sqmts Yes No

d. >90 and <=110 Sqmts Yes No

4) (a) Place of the Property / Proposed Property:

(b) Does the property located in 4315 statutory towns notified or planning area Yes No

Disclaimer: The eligibility criteria for claiming subsidy under PMAY is as per the guidelines issued by Government of India (GOI) which is subject to change from time to time.

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The applicant is eligible/ not eligible to be covered under PMAY.

Signature of the Sourcing Entity (Bank’s authorized officer only)