[Firm Name] 401(k)
PLAN
APPLICATION
FOR LOAN
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Employer and Plan Name of Plan:
Information Name of Employer:
Address:
City: State: Zip:
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Applicant's Name: SSN:
Address:
County:
Spouse's Name:
Amount of Loan requested: $
Length of Loan: Years (Cannot exceed 5 years except for
purchase of primary residence)
I hereby apply for a loan from the Plan. In support of this loan
application, I attach such information which the administrator may require to
determine whether I qualify for the loan, including financial statements and
tax returns. I also authorize the Administrator to secure any credit reports to
determine my credit-worthiness and ability to repay the loan.
In applying for this loan, I acknowledge that I have read the section of
the Summary Plan Description governing Plan loans.
Applicant's Signature Spouse's
Signature
Date Date
Payments must be made on a bi-weekly basis.
******************************************************************************PLAN
ADMINISTRATOR
This application is: accepted
denied
The interest rate to be charged is % annual interest
Plan Administrator's
or Trustee's Signature