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This checklist is also available in PDF and MS Word format.  Please view the equipment lease documentation page to download.

This documentation is requested to assist us in providing the best service/rates possible. Even though all information is not always required, providing as much information as possible is helpful.

1. Project / Transaction Information

1. Brief overview of project / transaction.
2. Location of project / transaction.
3. Estimated final cost of project / transaction.
    

2. Company Information

1. Company Outline - Outline should include:
       - Industry type and/or primary function of the company
       - History or time in business
       - Locations (headquarters, branch and satellite offices)
       - Full company contact information (address, phone, web, contact person(s), etc.)
2. Financial Information - Financial information should include:
       - Last three (3) years of financial statements
       - Current interim / year to date financials if more than 3 months since last full year
         statement
       - Last three (3) years of tax returns (not applicable in all countries)
    

3. Owner / Principle Information (Please list all owners/principles that apply)

1. Principle Outline - Outline should include:
       - Primary function with the company / Percentage of ownership
       - How long with the company?
       - How long in this industry?
2. Financial Outline - Outline should include:
       - Personal financial / net worth statements
       - Last three (3) years of personal tax returns (not applicable in all countries)
       - Full personal contact information (address, phone, email address, etc.)
   
   4. Vendor Information a. Vendor Outline i. Who, what, & where they are “type information” on the vendor (a web address / site should provide everything we need here). b. Full vendor contact information (address, phone #’s, email and website addresses, contact person, etc.). c. Complete list of equipment with descriptions and costs.
   
   

4. Vendor & Equipment Information

1. Vendor Outline - Outline should include:
       - Who, what, & where they are “type information” on the vendor (a web address should
         provide everything we need here)
2. Full vendor contact information (address, phone, email, contact person, etc.).
3. Complete list of equipment with descriptions and costs
    

4. Additional / Helpful Information

1. Is there a United States (US) or United Kingdom (UK) presence or any US/UK affiliate ties/owners?
2. Are there any pending, outstanding or potential contracts that are related to this project/need of funds?
3. Are there any additional sources (individuals, companies, banks, government/state, etc.) that would be willing to guarantee and/or partner with you on this project?
       - If so, please provide full contact information (address, phone, email, website, contact
         person(s), etc.).
4. Are there any large projects in the past that might be recognized locally, nationally, and/or  globally under this company or any of its owners?
5. Are there any advertising materials on the company that can be included (propaganda, pamphlets, brochures, etc.)?
6. Are there any advertising materials on the equipment and/or vendor that can be included (propaganda, pamphlets, brochures, etc.)?
7. A copy of a driver’s license, personal ID or passport (something with a picture) on all owners and/or principles of the company that are involved or apply to this transaction / project would be appreciated.

To insure that all documents are legible, we request that this information be sent by e-mail or mail courier rather than faxing if possible.