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What documents do I need to Your Easy Salary (Y.E.S.

) Loan
Get a UCPB Y.E.S. Loan now! prepare?
Do I qualify for a UCPB Y.E.S. Loan? 1. Fully-accomplished UCPB Y.E.S. Loan Application Form - available in all
• If you are a Filipino Citizen and permanent resident who is 23 years old and UCPB Branches or via www.ucpb.com
not more than 65 years old (70 years old if Self-Employed) upon loan maturity
• If you are a Checking Account Holder and a Major Credit Card Holder
2. Photocopy of 2 Government-issued IDs
“Make your
3. Copy of Credit Card Billing Statement for the last 2 months
• If you have been a Permanent Employee for at least 2 years with supervisory
rank and with minimum gross monthly income of P30,000, or 4. Additional requirements: dreams happen.”
• If you have been Self-Employed or running your own business for the last • For Employed applicants Take care of life’s
3 years and it has been operating profitability for the last 2 years - Certificate of Employment
C
milestones through a loan
How much can I borrow and how much are my monthly payments? - Latest Payslips for one month
facility that’s fast, easy
M

Y
- Latest Income Tax Return (ITR) Form 2316
CM
Monthly Payment - Copy of Checking Account Statement for the last 3 months and convenient.
MY Loan Amount 12 Months 18 Months 24 Months 36 Months • For Self-Employed applicants
P50,000 P4,917 P3,528 P2,834 P2,139 - Audited Financial Statements and ITR for the last 2 years
CY

• Consolidate payables
- Business Registration documents and permits
CMY

60,000 5,900 4,234 3,400 2,567 • Get cash for bigger purchases
- Copy of Checking Account Statement for the last 6 months
K

70,000 6,884 4,939 3,967 2,995 • Fund home renovations, car


80,000 7,867 5,645 4,534 3,423 repairs, family vacations and
90,000 8,850 6,350 5,100 3,850 emergencies
• Enjoy friendly payment terms
Let UCPB do the rest!
100,000 9,834 7,056 5,667 4,278
150,000 14,750 10,584 8,500 6,417
200,000 19,667 14,112 11,334 8,556 For more information, please inquire through:
250,000 24,584 17,639 14,167 10,695
300,000 29,500 21,167 17,000 12,834
UCPB Hotline: (632) 811-9111 UCPB Toll-free: 1-800-1-888-9777 www.ucpb.com/ loans@ucpb.com
* These are indicative rates only. Actual figures may vary and are subject to change without prior notice.
* Payments shall be covered by post-dated checks. www.ucpb.com /UCPB.Connect @UCPB_Connect For any concerns, you may contact us at (02) 811-9111 or email at crc@ucpb.com. UCPB is supervised by the Bangko Sentral ng Pilipinas
with telephone number (02) 708-7087 and email address consumeraffairs@bsp.gov.ph.
YOUR EASY
YOUR EASY SALARY
SALARY (Y.E.S.)
(Y.E.S.) LOAN APPLICATION
.E.S. LOAN APPLICATION

PERSONAL INFORMATION
Name of Borrower (Last Name, First Name, Middle Name) Age Gender
Male Female
Civil Status Birthday (mm-dd-yyyy) Birthplace Nationality
Single Married Widow/Widower Legally Separated
Mother’s Maiden Name Telephone Number Mobile Phone Number Facsimile Number

Educational Attainment E-mail Address TIN SSS/ GSIS Number


High School College Post-Graduate
RESIDENCE INFORMATION
Present Home Address (No., St., Subd./ Village, Brgy, District, Town/ Mun., City, Province, Country) Zip Code Length of Stay
___ Years ___ Months
Home Ownership
Owned (not mortgaged) Owned (mortgaged) Owned by Parents
Rented from ________________________ Monthly Rental ________________ Others (specify) _______________________________
Permanent/ Provincial Home Address (No., St., Subd./ Village, Brgy, Dist., Town/ Mun., City, Prov.) Zip Code Length of Stay
___ Years ___ Months
Home Ownership
Owned (not mortgaged) Owned (mortgaged) Owned by Parents
Rented from ________________________ Monthly Rental ________________ Others (specify) _______________________________
EMPLOYMENT/ BUSINESS INFORMATION
Employment Status (Check all that apply)
Permanent Probationary Contractual Unemployed/ Retired Self-Employed OFW Others (specify) ___________________
Name of Present Employer/ Business Nature of Work/ Business Source of Funds Date of Employment/
Incorporation

Address of Employer/ Business (No., Street, Subd./ Village, Brgy, District, Town/ Municipality, City, Province, Country) Telephone Number

Position Unit/ Department


Entry Level Supervisor Senior Management Director Sales Others (specify) ______________
DEPENDENTS
Name School Grade/ Year Course

SPOUSE/ CO-BORROWER INFORMATION


Name of Co-Borrower (Last Name, First Name, Middle Name) Relationship to Applicant Age Gender
Male Female
Civil Status Birthday (mm-dd-yyyy) Birthplace Nationality
Single Married Widow/Widower Legally Separated
E-mail Address Telephone Number Mobile Phone Number Facsimile Number

Educational Attainment TIN SSS/ GSIS Number


High School College Post-Graduate
Present Home Address (if different from Applicant) (No., St., Village, Brgy, Dist., Town, City, Province) Zip Code Length of Stay
___ Years ___ Months
Home Ownership
Owned (not mortgaged) Owned (mortgaged) Owned by Parents
Rented from _______________________ Monthly Rental ________________ Others (specify) _______________________________
Permanent/ Provincial Home Address (No., St., Subd./Village, Brgy, Dist., Town/ Mun., City, Prov.) Zip Code Length of Stay
___ Years ___ Months
Home Ownership
Owned (not mortgaged) Owned (mortgaged) Owned by Parents
Rented from _______________________ Monthly Rental ________________ Others (specify) _______________________________
Employment Status
Permanent Probationary Contractual Unemployed/ Retired Self-Employed Others (specify) _________________________
Name of Present Employer/ Business Nature of Work/ Business Source of Funds Date of Employment/
Incorporation

Address of Employer/ Business (No., Street, Subd./ Village, Brgy, District, Town/ Municipality, City, Province, Country) Telephone Number

Position Unit/ Department


Entry Level Supervisor Senior Management Director Sales Others (specify) ______________
LOAN DETAILS
Amount of Loan Applied for Term of Loan (months) Purpose of Loan
6 12 18 24 36 Home improvement Tuition fee
Credit card balance payoff Others (specify) ___________________
Mode of Release
UCPB eMoney Card Branch: __________________ Account Number: ___________________ Card Number: _______________________
Credit to UCPB Account Number: _________________________ Manager’s Check
Mailing Instruction
Deliver to office Others (specify) ________________________________
FINANCIAL INFORMATION
Bank Accounts (Please use separate sheet if necessary)
Name of Bank Branch Account Number Account Type

Credit Cards (Please use separate sheet if necessary)


Name of Bank/ Company Credit Card Number Credit Card Limit Expiry Date Member Since

Loans with Other Banks/ Institutions (Please use separate sheet if necessary)
Name of Bank/ Company Branch/ Address Monthly Payment Outstanding Balance Remaining Term

Income Computation (Annual)


Applicant’s Income Spouse’s/ Co-Borrower’s Income Other Income Gross Income
+ + =

PERSONAL REFERENCES
Name/ Relationship Address (No., Street, Subdivision/ Village, Barangay, District, Town/ Contact Numbers
Municipality, City, Province, Country)

DISCLOSURE AUTHORITY AND WAIVER OF CONFIDENTIALITY


In connection with my/ our loan application, verification of information, evaluation and/ or processing of the loan
(and other credit accommodations) with UCPB, I/ we hereby authorize(s) UCPB:
1. To verify with internal revenue authorities and other persons or entities the authenticity of any income or other
tax returns, financial statements, and other credit and financial data and information which I/ we have submitted,
or will submit, to UCPB.
2. To inquire into my/ our deposits, funds or assets in the custody of UCPB, or its parent company, financial
subsidiaries or affiliates, or other persons for the limited purpose of verifying information on my/ our said
deposits, funds and assets or implementing any collateral arrangement, assignment of funds, debit authorization
or set-off provisions that may be under the loan and collateral documents.
3. To inquire into, transfer, disclose, submit, share and communicate any credit and financial data and information
of whatever nature, including updates or corrections thereof, pertaining to me/ us, as applicant and/ or borrower,
fully paid or otherwise, with:
a. Any of UCPB’s offices and branches,
b. UCPB’s parent company, financial subsidiaries and affiliates,
c. UCPB’s agents, counsels, representatives, service providers and other third parties selected by any of them,
d. Any credit information bureau, banking or credit industry association, or credit information service provider
and credit/ loan provider, including the Credit Information Corporation (CIC), and
e. Other lenders as authorized by the CIC, and credit reporting agencies duly accredited by the CIC.
For purposes of Republic Act No. 9510 and its Implementing Rules and Regulations, I/ we hereby acknowledge
that this Application, when signed by me/ us, serves as NOTICE duly received by me/ us from UCPB that my/ our
basic credit data as defined under said law and regulations shall be disclosed as required therein.
To the extent reasonably necessary for UCPB and the data and information recipients to exercise the above rights
and to discharge the functions and responsibilities of the inquiring or disclosing parties and for as long as I/ we have
an outstanding loan or credit accommodation with UCPB (or its successors and assigns) and/ or as necessary and
required under existing laws, rules and regulations, I/ we hereby waive my/ our rights under applicable laws on
confidentiality of information or data (such as, but not limited to, Republic Act Nos. 1405, 6426, 8791, 9510 and their
amendatory laws).
CERTIFICATION AND SIGNATURE
I/ We certify and warrant that all data and information provided in this Application as well as in all supporting or related documents I/ we have
submitted to UCPB are true and correct as of date hereof and any information given herein or obtained pursuant to this and under the authority
granted in this Application shall be deemed property of UCPB. I/ We agree that in the event any information given herein or in the supporting
or related documents is not true and correct, UCPB may reject this Application or cancel any approval if already made and UCPB is under no
obligation to disclose the reason for such disapproval. I/ We hereby acknowledge that I/ we have read and understood the foregoing Disclosure
Authority and Waiver of Confidentiality given in this Application and agree to be bound by its terms.
Signed this _______ day of ____________________ 20_______ at __________________________________.

Signature over Printed Name of Borrower Signature over Printed Name of Spouse/ Co-Borrower
FOR BANK USE ONLY
Source (UCPB Branch/ Dealer) Name of Account Officer/ Sales Agent Date of Application

Politically Exposed Person Clearing Employee BSP Employee CIF No.


Yes No Yes No Yes No
Applicant’s Background Verification by/ Date/ Result

Signatures Verified by/ Date Completeness Checked by/ Date

Approved by/ Date Activated by PASS Officer/ Date

UCPB Form No. 7-8002 Revised 4/2016

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