Before embarking on the yacht acquisition process, JFA Yacht & Ship consultants assist our clients in obtaining either pre-qualified marine financing or take advantage of Collateralized Financing Programs.
Simply fill out this form and send it to finance@jfayacht.com to start your pre-qualification.
CREDIT APPLICATION
This form should be completed by the applicant and the co-applicant and signed by both at the bottom.
PROOF OF INCOME
Acceptable forms of proof are recent pay stub or W-2 form for each applicant.
PERSONAL FINANCIAL STATEMENT
Dollar amounts listed in cash, in banks and marketable securities columns will need supporting account statements. For loans under $500,000 – the financial statement on the credit application will do. For loans over $500,000 – please fill out the full Personal Financial Statement.
2 YEARS PERSONAL TAX RETURNS
We will need the most recent 2 years, all forms and schedules including K-1’s and S Corporations. If you are under extension, provide extension form also.
2 YEARS BUSINESS TAX RETURNS (self-employed only)
If you are self-employed, we will need the most recent 2 years, forms and schedules.
BUSINESS INTERIM STATEMENTS (self-employed only)
Please provide a current P&L with the business tax returns. If you are self-employed, the bank will want to see a current interim statement.
BUSINESS INTERIM STATEMENTS (self-employed only)
Please provide a current P&L with the business tax returns. If you are self-employed, the bank will want to see a current interim statement.
REVOCABLE AND LIVING TRUSTS (only needed if in the trust’s name)
If you are putting the boat in the name of a trust, we will need the complete trust agreement to be reviewed by the bank’s legal department.
COPY OF DRIVER’S LICENSE WIRED DOWN PAYMENT OR CASHIER’S CHECK FOR FINAL DOWN PAYMENT