Copyright © 2010 Trident Funding Corporation. All Rights Reserved.
Personal Financial Statement
Apply Here
Online Application
Click either on the application and /or financial statement below for a .pdf version that you can download locally and complete at your leisure or complete the application and financial statement online.
HOW DID YOU HEAR ABOUT US?
HOW WILL YOU BE TAKING TITLE
TRANSACTION INFO
Purchase Price or Present Value
Equipment Adds
Dealer/Broker or Seller's Name
VESSEL DESCRIPTION
Model Yr.
L.O.A.
Beam
Builder or Manufacturerter
Sales Tax         %
Engine(s) Manufacturer
Type (i.e. Motor Yacht, etc.)
Model
H.P.
APPLICANT
Total Costs
Net Trade or Equity
Cash Down
Boating Experience (No. Yrs.)
Description of Trade Vessel
Loan Amount
TERM:
Other:
First Name
Middle Initial
Last Name
Home Address
Social Security No.
Date of Birth
City
State
Zip
No. Yrs.
RESIDENCE PH.
BUSINESS PH.
CELL PH.
E-MAIL
FAX NUMBER
Previous Address
No. Yrs.
Nearest Relative (Not living w/you)
Relationship
Address
City
State
Zip
Home PH.
City
State
Zip
EMPLOYER
Firm Name
Position
No. Yrs.
Position
No. Yrs.
Address
City
State
Zip
Type of Business:
Previous Employer
Address, City, State and Zip
CO-APPLICANT
First Name
Middle Initial
Last Name
Home PH.
EMPLOYER
Home Address
City, State and Zip
No. Yrs.
Business  PH.
Social Security No.
Date of Birth
Relationship to Applicant
Firm Name
Address
City
State
Zip
Position
No. Yrs.
Type of Business:
INCOME
WAGES
INTEREST.DIV
NET RENTAL
DISTRIBUTONS
PENSIONS/SS INC
OTHER INCOME
TOTAL INCOME
Applicant
Co-Applicant
MO RENT OR MORTGAGE PMT (residence)
MTG  PAYABLE TO (residence)
Individual
Joint
LLC or Corp
Trust
Purchase
Refi or Cash Out
New
Used
Broker or Dealer
Liveaboard
Private Sale
Single
Twin
Gas
Diesel
10 Yrs.
12 Yrs.
15 Yrs.
20 Yrs.
Own
Rent
Own
Rent
Own
Rent
PATRIOT ACT NOTICE: To help the government fight the funding of terrorism and money laundering activities, Federal Law requires all financial institutions toobtain, verify and record information that identifies each person who opens an account. For the purposes of this section, account shall be understood to include loan accounts.
I (we) authorize Trident Funding Corporation to obtain information in connection with this application including credit investigation, employment history and any other information necessary to evaluate credit. Upon request, I will be informed as to whether or not a credit report was requested by Trident Funding Corporation in conjunction with this application. If a report was requested, I will be informed as to the name and address of the consumer reporting agency that furnished the report. Furthermore, this application shall remain the property of Trident Funding Corporation.

Income derived from alimoney, child support or other maintenance payments need not be disclosed when applying for credit.
I (we)  have read the foregoing information carefully and certify that it is true, correct and complete. By checking the box below I authorize the above:

I have read the foregoing information carefully and certify that it is true, correct and complete. By checking the box below I authorize the above:
Applicant:
Co-Applicant:
Personal Financial Statement
ASSET NAME
FINANCIAL INSTITUTION
NAME OF LIABILITY
FINANCIAL INSTITUTION
PMT
$ in thousands
$ in thousands
Cash in Checking
Cash in Savings
Money Markets
Stocks and Bonds
Mutual Funds
Other Liquidity
Cash in Business
IRA/ 401K/ Roth
Non Marketable
Non Marketable
Real Estate
Property Location
Income
Present Value
Present Home
Mutual Funds
Other Homes/ RE
ASSETS
LIABILITIES
Trust Value
Business Value
Other Liquidity
Vehicle(s) - Combined
Current Boat
Household Goods
Other Non-Titled Assets (describe)
Total Liabilities
Net Worth (Assets-Liabilities)
Total Assets
Personal and Other Information
Are the majority of your assets held in Trust?...........................
Are you a partner or officer in any other venture?.....................
Notes Payable Sec.
Boat Loan
Notes Unsecured
Other Notes Due
Real Estate Mtgs.
Other Debts ( Rev.)
Are you obligated to pay alimoney, child support or other
  maintenance payments?.......................................................
Are any assets pledged?..........................................................
Are you a defendent in a legal action?...................................
Have you filed bankruptcy in the last 10 years?.......................
Yes
No
Yes
No
Yes
No
Yes
No
Yes
No
Yes
No
PATRIOT ACT NOTICE: To help the government fight the funding of terrorism and money laundering activities, Federal Law requires all financial institutions to obtain, verify and record information that identifies each person who opens an account. For the purposes of this section, account shall be understood to include loan accounts.
Click the Submit button to send the form to Trident Funding.

Contact the TFC office as soon as you have completed the credit application and or personal financial statement and let them know they have been sent. A Trident Funding representative will get back to you promptly if there are any questions, additional information and or documents required to complete your request.

We look forward to working with you and thank you for choosing Trident Funding to handle your loan request!

In addition to the credit application and  financial statement, and depending on the loan request, we may need you to provide us the following documentation

  • Verification of cash assets (bank statements, brokerage statements, etc.)
  • Most recent two years Federal Income Tax returns
  • If self-employed, last two years business returns (first four pages)
  • If income is derived from real estate, provide us with with a complete real estate schedule
  • If income is dervied from partnership and/or sub S Corporations, please provide K-1s
  • Copy of purchase agreement for the boat, if available