OCCIF Online Prequalification Loan Application

BEFORE YOU SUBMIT, PLEASE SAVE (FROM YOUR BROWSER) OR PRINT A COPY OF YOUR APPLICATION.

This Prequalification Application is to determine an institutions capacity to borrow, based upon requested financial information. A result of this effort will demonstrate a maximum loan value at the time of review.

“THIS IS NOT A GUARANTEE TO LOAN”

All applicants must be a mission, parish, monastic community or institution serving the canonical jurisdictions of the Orthodox Church in the United States of America and/or its successor(s).

Please fill out the form below with as much detail as possible. Incomplete application packages will be returned but may be resubmitted.

PRELIMINARY FINANCIAL DISCLOSURES

Financial Statements

All documents must be prepared using a recent release of recognized accounting software (i. e. QuickBooks©) and document generation software (WORD©).  You are to include:

Profit & Loss statements demonstrating:

  • Last 3 complete years and current year-to-date
  • All regular income, capital campaign income, other restricted income
  • All income from planting grants, if exists, and duration of grant
  • All regular operational expenses, salaries, rent/mortgage, capital expenditures

Balance Sheets demonstrating: 

Last 3 complete years and current year-to-date

Click or drag a file to this area to upload.
If you require help with uploading, please contact us at: info@occif.com or by calling at: (209) 400-3836

DIGITAL SIGNATURES (Submitted by (current corporate officer):

Please sign with full legal name.
The submission of a PREQUALIFICATION APPLICATION does not guarantee an approval of a loan. It is anticipated that you will receive a written response to this request within 60 days from your application's receipt. Information submitted to OCCIF shall be considered confidential and shall not be shared. All information submitted shall be considered truthful and current. OCCIF reserves the right to reject any application.

BEFORE YOU SUBMIT, PLEASE SAVE (FROM YOUR BROWSER) OR PRINT A COPY OF YOUR APPLICATION.

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