Loan Application Form Details
Loan Application Form Details
Sourcing Channel Branch DST DSA PBK Web Referral Sales Other Channel (Specify)
Source 1 Source 2 Source 3 Source 4
Branch Code Sales Promo Code
GSTN No.
I wish to apply for below ticked (a) loan and request you to process New Car Two Wheeler Application date D D M M Y Y
the loan application as per details provided in the form Used Car
Nationality Indian Others __________________________ Residential Status Resident Individual Non Resident Indians Overseas Citizenship Foreign National Person of Indian Origin
of India (OCI)
Proof of identity Passport Date of Expiry D D M M Y Y Y Y Letter issued by
(Document to be Election / Voter’s ID Card NREGA Job ID Card Aadhaar Card Letter
Driving the National
submitted as detailed) Date of Expiry D D M M Y Y Y Y Population Others (Notified by central Govt.)_______________
Licence
Proof of Identity - Identification Number for mentioned proof (other than Aadhaar) Register Proof of Identity - Identification Number for Aadhaar
X X X X X X X X
Father's/
Husband's Name
Date of Birth/ Gender M Third Gender Status Single Married No. of Dependents
Incorporation D D M M Y Y Y Y F
SC ST Physically Disabled Yes No
Educational Details Undergraduate Graduate Post Graduate & above Others _________ Religion ____________ OBC Other________
Present /
Current
Address
(Residence)
Landmark
City
State Country Aadhaar Card No.
Tel (R /O) S T D - Mobile no. 91
Please tick if Address Type Residential Business Registered Office Proof of Passport Election / Voter’s ID Card NREGA Job ID Card
is other than Residential Residential & Business Unspecified Address Driving Licence UID (Aadhaar Card) Others: __________________
Occupation Salaried Self employed Self employed professional Retired Housewife Student Other___________
If self employed professional Doctor Consultant Architect Lawyer Other___________
If self employed Type of company Pvt. Ltd. Partnership Proprietor Public Ltd. Ltd. liability co. Other___________
businessman /
Constitution Nature of business Manufacturer Agriculturist Service Provider Trader/Distributor Comm. Agent Retailers Other___________
Type of company Pvt ltd. Partnership Proprietor Public Ltd. Retailers PSU Govt. MNC Other___________
If Salaried
Automobiles Agriculture based Banking BPO Capital goods Telecom IT Retail
Type of industry
Real estate Consumer Durables FMCG NBFC Marketing / Adv. Pharma Media Other___________
Employer / Business Details Designaton:_________________ Exp in Current Job/Business Yrs Months T otal Exp in Job/Business Yrs Months
Company /
Employers Name
Company /
Employers
Page 1
Address Landmark
City
State Country
T el (O) S T D - E X N T Preferred Mailing Address Residence Office
Official
Proprietor / Partner / Directors Details (For Partnership / Private Ltd. / Public Ltd. Co. Only)
Name Contact details Date of birth Education background Profit sharing/stakeholder % Total experience
2) Bank / Co. name ________________________________ Loan Type ____________________ Loan Account No. __________________ Amount (r) _____________ EMI(r) _____________Tenure _______Start date _________
1) Name____________________________________________________________________ 2) Name____________________________________________________________________
Relationship with applicant ____________________________________________________ Relationship with applicant ____________________________________________________
Residential address _________________________________________________________ Residential address _________________________________________________________
__________________________________City______________State__________________ __________________________________City______________State__________________
Nature of Relationship:
Applicant is a director of any Bank* or is a Firm in which any director is interested as partner / guarantor
Relationship with or is a relative of directors of other banks or is a firm in which relatives of directors are interested as partner or director.
Other bank (*including director of Scheduled Co-operative Banks, directors of subsidiaries/trustees of mutual funds/venture capital funds)
__________________________________
Relationship with
Financing bank Applicant is a Director / Sr. Officer / relative of director or Sr. Officer of the Bank.
*That no director of the Bank is a director, manager, managing agent, employee or guarantor of the Borrower, or of a subsidiary of the Borrower, or of the holding company of the Borrower, or holds substantial interest, in the
Borrower or a subsidiary or the holding company of the Borrower and no directors of any other bank holds substantial interest or is interested as director or as a guarantor of the Borrower;
*That no relative (as specified by Reserve Bank of India (“RBI”) of a Chairman/Managing Director or director of banking company (including the said Banks) or a relative of senior officer (as specified by RBI) of the Bank,
hold substantial interest or is interested as a director or as guarantor of the Borrower.
Politically Exposed Person (PEP)Declaration
Politically Exposed Person are individuals who are or have been entrusted with prominent public function in India or in foreign country, e.g. Heads of States or of Governments, senior government / judicial / military officers, senior
executives of state-owned corporations important political party officials, etc.
Please tick Yes / No: 1st Applicant PEP/Relatives and close Associate of PEP Yes NO Co Applicant PEP or Relatives and close Associate of PEP Yes NO
If applicant resident for tax purposes in Jurisdiction outside India [ ] Yes [ ] No Jurisdiction of residence _______________________________________________________________________________________
Tax identification Number or equivalent (If issued by jurisdiction) _________________________ Country of Birth ____________________________________ City/ Place of Birth ___________________________________
If address in jurisdiction where application is resident is same as Current/Permanent/ Overseas or Correspondence/ Local address details [ ] Yes [ ] No
Address in Jurisdiction_______________________________________________________________________________________________________________________________________________________________
I/We agree and confirm: (1) to the applicable schedule of charges informed to me by HDFC Bank Ltd. (Bank) and as more particularly mentioned in "Schedule of Charges" of this Application
(2) that the bank's representative/staff will not receive any payment in cash/ bearer cheque or kind along with or in connection with this loan application from me/us. (3) that no discount or free
gift or any other commitment whatsoever is given to me/us by the Bank or any of its authorized representative(s) other than what is not documented in this Form or the loan agreement. (4) the
bank shall not process incomplete / defective application form, for which if any loss or delay is caused to me/us, I/We will not hold the Bank liable for such loss or delay. (5) that Loan
processing and disbursement will take at least 7 working days post submission of all requisite documents and information as may be required by Bank as per Bank's criteria. (6) that
submission of loan application to your bank does not imply automatic approval by the Bank and the Bank will decide the quantum of the loan at its sole discretion. (7) the Bank reserves its
right to reject the loan application and retain the loan application form along with the photograph and documents. (8) that I/We shall furnish any additional documents as and when required by
the Bank. (9) that I/We have not taken any loan from any other bank / finance company unless specifically declared by me / us. (10) that there is no pending litigation against me/us filed by any
other financier / bank. (11) that the funds shall be used for the purpose for which loan has been applied and will not be used for speculative or antisocial purpose. (12) I/We do not have any
existing customer ID or customer ID apart from the one mentioned above, and in case found otherwise, Bank reserves the right to consolidate the customer lds under a single customer ID as
it may decide, without any prior notice to me/us. (13) that the information furnished by me/us above is true and accurate and I undertake to inform you of any changes therein, immediately, In
case any of the above information is found to be false or untrue or misleading or misrepresenting, I am aware that I may be held liable for it. I/We authorize HDFC Bank Ltd. to make any
enquiries regarding my application. I/We have read and understood the contents of all the four (4) pages of the loan application form and accept the same.
(Bank Copy)
I / we confirm having submitted the following self attested documents (ticked below) along with this loan application form to the Bank representative
Photograph Proof of Identity Proof of residence Latest 2 salary slips 3/6 months bank statement ______Post Dated Cheques
Proof of continuity of current job Proof of office Proof of qualification Loan Agreement Signature Verification
Loan a/c statement for balance transfer / balance transfer &
______Security Post-dated cheques Proof of turnover (latest sales/services tax returns) top up / repayment / retention cases
I. Schedule of Charges communicated to me / us by the Bank representative Type of Loan Car Loan TW Loan
1) Stamp Duty: As per State laws. 2) Interest rate of _______% p.a.(monthly reducing). 3) Non Refundable Processing
Fees of (SC) Z________. 4) Documentation Charges (SC) : Z_________ 5) Payment Return Charges (AL & TW)- R.450/- 6) Due date of EMI 5th / 7th 6th / 10th
Overdue EMI Interest : 2% per month from unpaid EM I (For TWL - 2.5%) 7) CI B I L Report Copy Charges: Z 50 per copy Prepayment not allowed
up to payment of 06 EMI 03 EMI
(SC) 8) PDD Collection Charges*: Z._________. (For AL & TWL ), 9) Legal, repossession and Incidental Charges: At actual
10) Loan re-booking/re-shedulement charges (SC) : AL - R.500/- & TW- R.525/- 11) Duplicate NOC - Rs. 500/- & Special Prepayment 7-12 Months of EMI 4-12 Months of EMI
NOC Charges (SC) - R. 250/- 12) Amortization Schedule Charges Z. 50/- (SC) 13) Repayment mode change charges: Z. Charges Repayment - 6% Repayment - 6%
500/- (SC) 14) Valuation / Asset Verification Charges : Z. 500/- (SC), 15) RTO Transfer charges At actuals [on Principal 13-24 Months of EMI 13-24 Months of EMI
Note : Visit http://www.hdfcbank.com for detailed fees and charges under the Outstanding] Repayment - 5% Repayment - 5%
respective loan product. Changes in charges from time to time are updated on
bank's website. >24 Months of EMI 24 Months of EMI
PDD Collection/Collateral charges refundable incase of loan cancellation. Customer Signature Repayment - 3% Repayment - 3%
*Applicable Government taxes and other levies will be charged additionally on
Cheque/SI/ECS Return and Collateral, Documentation and Valuation charges. Applicable Government taxes and other levies will be charged on foreclosure charges.
*10% discount to senior citizens on all the service charges (SC)
Page 3
Proof of continuity of current job Proof of office Proof of qualification Loan Agreement Signature Verification Proof of turnover (latest sales/services tax returns)
______Post Dated Cheques ______Security Post-dated cheques Loan a/c statement for balance transfer/balance transfer & top up/repayment/retention cases
Name of the Applicant__________________________________________________________ To get the status of your loan application you can reach us at below Contact Numbers
Type of Loan Applied___________________________________________________________
Delhi & NCR 011 61606161 Chandigarh 0172 6160616
Branch Code :___________________ Date & Time of Receipts__________________________ Ahmedabad 079 61606161 Jaipur 0141 6160616
Branch Contact Person Name_________________________ Contact No_________________ Bengaluru 080 61606161 Chennai 044 61606161
Cochin 0484 6160616 Hyderabad 040 61606161
Follow us on Indore 0731 6160616 Lucknow 0522 6160616
Mumbai 022 61606161 Kolkata 033 61606161
Pune 020 61606161
Applicant's/Co-applicant's Signature
Date
"Insurer
ABHI BAGIC HDFC ERGO ICICI LOMBARD NIVA BUPA
(Arranged Alphabetically)"
(B) Critical Illness (Basis diagnosis of any
Sum Insured upto 1 cr| Borrower and Co-Borrower can be covered in Policy | Age Entry - 18 to
listed diseases, your outstanding loan
60 years
amount is covered*)
"Insurer
ABHI BAGIC HDFC ERGO ICICI LOMBARD NIVA BUPA
(Arranged Alphabetically)"
⃝ ⃝ ⃝ ⃝ ⃝
Premium Amount (with GST)
*For benefits refer to the next page
I hereby authorize HDFC BANK to pay the premium in on my behalf and the same to be included in the loan amount from the bank and recovered
from me in EMIs.
Good Health Declaration: Are you in good health and/or not suffering from any mental/physical impairment and/ ⃝ ⃝
or deformity and/or disablement since or after birth? Yes No
Signature of Customer
APPLICATION FOR INSURANCE
Sarv Surksha
⃝ ⃝ ⃝ ⃝
“Insurer
(Arranged Alphabetically)” BAGIC HDFC ERGO ICICI LOMBARD
ABHI (Suraksha Kavach) (Sarv Suraksha) (Universal Protection)
Premium Amount (with GST)
Sarv Suraksha Plus The selected Insurance Partner for the tenure of __________ months, the premium amount being r ______________ /-.
Death Benefit : Level term assurance Sum Assured (loan amt) r : ___________ Term : ______ Age proof: Driving license Passport Leaving certificate Others ____________
Short Medical Questionnaire - Health Details of Member (tick the box for your answer) Yes No
2 During the last 5 years have you undergone any major surgery or been hospitalized for more than one week?
3 Do you take part in any adventurous sports or hobbies? (like paragliding, mountaineering, deep sea diving , motor racing, bungee jumping, etc.)
5 Has more than one of your parents and siblings died before the age of 60 years as a result of heart attack, stroke, cancer, diabetes, HIV?
6 Are you taking any medication or has a doctor ever attended to you for any conditions, diseases or impairment not mentioned above (except for cough or
cold)?
7 For Female Lives: (a) Are you presently pregnant? (b) Do you have a history in the past of an abortion, miscarriage or caesarian section due to complications
during pregnancy or due to any other cause? (c) Have you given birth to a child with any congenital disorder such as Down Syndrome, congenital heart
disease, etc? (d) Have you ever had any disease of breast, uterus, cervix, ovaries or any other part of the reproductive system?
8 Have you ever been declined, deferred, and accepted at special terms, had cover reduced or had exclusion imposed for any life , health or accident insur-
ance cover?
9 Do you have any history of conviction under any criminal proceedings in India or abroad?
1 Have you / any of your immediate family members travelled outside India in the last 45 days or do you plan to travel outside India during the next 6 months?
2 Have you / any of your immediate family members been tested positive for COVID -19 or are awaiting results of such a test or been advised to be under
quarantine due to COVID-19?
3 Are you / any of your immediate family members, currently suffering from or in the last 2 months, have suffered from fever, persistent cough, sore throat,
breathing difficulties, gastro-intestinal symptoms (vomiting/diarrhea)?
Please note that it is important to answer the above questions correctly. Any false information will lead to rejection of the application or the claim in future.
Details of Nominee :
Name :______________________________________________________________ D D M M Y Y Y Y Gender M F Relationship with Member : _______________________
I/We,_________________________________________ , do hereby declare that I/ we have received a loan of r_____________________________ from HDFC Bank Limited ("Master Policyholder"). In order to secure the
said loan I/ we have taken the above referenced policy from HDFC Life Insurance Company Limited ("HDFC Life"). In consideration of receiving the said loan I hereby authorize HDFC Life to make payment of
Outstanding Loan Balance amount to Master Policyholder by deducting from the claim proceeds payable on happening of the contingent event covered by the Group Life Insurance Scheme/ Policy referenced above.
Request you to kindly take note of the above mentioned request and update your records accordingly.
Declaration: I understand, Agree & confirm that these statement & this declaration are basis of contract between the insurer & the policyholder. If any untrue statements are contained herein or there has been any non disclosure of any
material fact, the policy to be issued by the insurer in the name of policyholder may be treated as void as far as I am concerned. I confirm that I have read & understood, the rules & any additional rules of HDFC Life Group Credit Protect
Insurance Plan, the standard Policy provisions & any additional provisions that govern the policy to be issued by insurer by insurer in the name of the Policyholder and on my life, & I
agree & confirm that same shall be binding on me. I authorize the policy holder to disclose to the insurer such particulars as they may require including the details given above & any
changes to the same pay the premium payable on my behalf / collected from me to the insurer. I understand that any statutory levy or charges including any indirect tax may be
charged to me either now or in future by the insurer and I agree to pay the same. I understand that HDFC Life has the right to reject the proposal without giving reasons thereto and
client to give an undertaking thereof that he shall not raise any claims thereof. I understand the significance of the contract and the contract will be governed by provisions of the
Insurance Act 1938 and that the same will not commence until written acceptance of this application by the insurer issued on its normal terms & conditions is received.
Name : ____________________________________________ Date :_______________ Place :_______________ HDFC Bank is master policy holder of this policy
Asset Protection
Date
Loan Tenure Months Customer Signature
Motor Insurance
"Insurer ⃝ ⃝ ⃝
(Arranged Alphabetically)" BAGIC HDFC ERGO ICICI LOMBARD
Premium Amount (with GST)
Extended Warranty
"Insurer ⃝ ⃝ ⃝
(Arranged Alphabetically)" BAGIC HDFC ERGO ICICI LOMBARD
Premium Amount (with GST)
I hereby authorize HDFC BANK to pay the premium in on my behalf and the same to be included in the loan amount from the bank and recovered
from me in EMIs.
Nominee Name Relationship with Proposer
Declaration: I hereby declare that the above statements are true and complete in all respects and there is no other information which is relevant to my
application of insurance that has not been disclosed to you. I agree that this proposal and the declaration shall be the basis of the contract between
me and the selected insurance company and I agree to accept the policy subject to the condition prescribed by selected insurance company.
Good Health Declaration: Are you in good health and/or not suffering from any mental/physical impairment and/ ⃝ ⃝
or deformity and/or disablement since or after birth? Yes No
Signature of Customer
Declaration to be made by 3rd person: (a) The insured member has affixed his/her thumb impression : or(b)The insured person has signed in vernacular :or, (c)
The insured person has not filled in the application
I hereby declare that i have explained the contents of this application form to the insured member in_______________________ language and have truthfully
recorded the answers provided to me I further declare that the insured member has signed/affixed his/her thumb impression in my presence
Maximum EMI Covered Per Policy year 4 EMIs per Year 4 EMIs per Year 4 EMIs per Year 4 EMIs per Year 4 EMIs per Year
Specific Waiting Period Waived Off Waived Off Waived Off Waived Off Waived Off
"Tenure ( In years) - Final "Tenure ( In years) - Final "Tenure ( In years) "Tenure ( In years)
"Tenure ( In years) - Final Premium Per
Premium Per Thousand - Premium Per Thousand - - Final Premium Per - Final Premium Per
Thousand - Per Person
Per Person Per Person Thousand - Per Person Thousand - Per Person
1 - 60
1 - 60 1 - 60 1 - 60 1 - 60
Premium per Thousand (excluding GST) 2 - 120
2 - 120 2 - 120 2 - 120 2 - 120
3 - 180
3 - 180 3 - 180 3 - 180 3 - 180
4 - 240
4 - 240 4 - 240 4 - 240 4 - 240
5 - 300"
5 - 300" 5 - 300" 5 - 300" 5 - 300"
Maximum SI Upto Rs. 1 Crs Upto Rs. 1 Crs Upto Rs. 1 Crs Upto Rs. 3 Crs Upto Rs. 1 Crs
To
HDFC Bank Limited,
HDFC Bank House,
Senapati Bapat Marg,
Lower Parel, Mumbai 400 013
I, the undersigned, declare, confirm and consent to HDFC Bank Limited (“Bank”) and its service providers, as under:
1) I hereby confirm that am a major and a resident or non resident of India and I have read and I hereby accept the
Privacy Policy of the Bank available at Bank Website.
2) I seek from the Bank various financial assistance, other products and services for which I may be found eligible by
the Bank from time to time, at any time in future, including after closure of any of my existing or future relationships,
accounts, products, facilities, loans, services with or from the Bank from time to time, for which purpose I authorise
the Bank to share any of my Information (as defined hereinafter) with any credit information companies and obtain
various scores, reports and information for determining my credit worthiness from them, and accordingly to
contact me or cross sell to me from time to time.
3) I hereby further expressly consent to and authorise the Bank (whether acting by itself or through any of its service
providers, and whether in automated manner or otherwise), to do and undertake any of the following, in relation to
my application details, personal data and sensitive information about me, information, papers and data relating to
know your customer (KYC), credit information, and any other information whether about me or not as may be
deemed relevant by the Bank for its purposes (collectively, “Information”):
i) to collect the Information from me and other physical or online sources including accessing the same from credit
information companies, information utilities, websites, data bases and online platforms (whether public or not); to
get the authenticity, correctness, adequacy, etc. of the Information verified from any sources and persons
including from online data bases; and to act for and on my behalf for such accessing, collecting or verifying of the
Information including using my log in and password credentials on the online platforms; such collection, access
and verification may be done without any notice to me;
ii) process Information including by way of storing, structuring, organising, reproducing, copying, using, profiling,
etc. as may be deemed fit by the Bank;
iii) to store the Information for such period as may be required for contract, by law or for the Bank’s evidential and
claims purposes, whichever is longer;
iv) to share and disclose the Information to service providers, consultants, credit information companies, information
utilities, other banks and financial institutions, affiliates, subsidiaries, regulators, investigating agencies, judicial,
quasi-judicial and statutory authorities, or to other persons as may be necessary in connection with the
contractual or legal requirements or in the legitimate interests of the Bank or as per the consent;
v) any of the aforesaid may be exercised by the Bank for the purposes mentioned above, for the purposes of credit
appraisal, fraud detection, anti-money laundering obligations, for entering into contract, for direct marketing, for
developing credit scoring models and business strategies, for monitoring, for evaluating and improving the quality
of services and products, for other legitimate purposes or for any purposes with consent.
4) I expressly agree to and subject me to the automated processing, automated profiling and to the automated
decision making by or on behalf of the Bank.
5) I expressly agree to the Bank and/or its affiliates for using the Information and for cross-selling to me their various
products and services from time to time.
Name: ___________________________
Signature: ______________________
92545/05.08.2022_M258