Customer:
Address:
Tax ID#:
Date:
Contact:
Title:
Phone:
Corporate Tax Structure:
"C" Corp
"S" Corp
LLC
Partnership
Years in Business:
Officers/Key Managers:
Name/Title
Social Security #
Stock Ownership %
Years with Co.
Years Experience
Type of Carrier:
LTL
Truckload
Private
Hazardous Cargo
Top Five Customers:
Principal Freight Type:
Annual Rev.:
% Revenue
Receivables Aging:
%
0-29 Days
%
30-59 Days
%
60-89 Days
%
90+ Days
Fleet Make-Up:
Tractors:
Trucks:
Trailers:
# Financed
#Leased (Capitalized)
# Leased (Operating)
# Units Owned (F&C)
Total Units
Typical Trade Cycle (months)
Average Age (years)
Tractors:
Trucks:
Trailers:
Drivers:
Average Company Driver Turnover (annual)
%
Number Owner Operators Used
Number Driver Teams
Company Teams
Independent Teams
Annual Mileage
Single Driver
Team Drivers
Terminals:
Number of Terminals
Leased
Owned
Locations
Creditor Information:
Company
Phone # & Contact
Account #
Equip. Financed
Bank Information
Name
Phone # & Contact
Account #
Type:
Physical Damage
Liability
Workers Comp.
Deductible
Limit
SIR
Self Insured? (Y/N)
Reserve Balance
Monthly
Res. Amt.
Do you lease equipment between related entities or to other end users?
Yes
No
If yes, please provide a copy of the lease agreement(s) and schedule(s).
Current Transaction:
Number of units to be purchased/leased
Number of trades or disposals
Please provide three years financial statements and the most current interim statement with a prior period comparison.
AUTHORIZATION TO RELEASE CREDIT INFORMATION
The undersigned hereby authorizes the making of inquiries into, request for, and receiving of any information concerning my general reputation, and all information from creditors which is deemed relevant for the potential granting of the proposed borrowing. This authorization shall be effective from the date upon which this agreement is signed and is extinguished automatically upon full payment of the present borrowing, if granted.
Company Name:
By:
Title:
Date:
Either submit via e-mail, or print form and mail to:
Long-Lewis Sterling
Attn: F&I Division
P.O. Box 989
Bessemer, AL 35021
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