Loan Applications
Which Financial Statement Should I Choose?
Please select the appropriate financial statement based on property type.
Investment and Construction Properties
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Personal Financial Statement (Excel)
You may save this Excel document to your computer’s hard drive by choosing “Save” after clicking the above link. If you are unable to open this document in Excel, please try our fillable PDF version. Personal Financial Statement (PDF) Please click the fillable PDF version of our personal financial statement. You will need a browser compatible with PDF files, download Adobe Acrobat Reader for free. You can save the fillable PDF to your computer, complete the fields electronically and print before signing. Once you complete our personal financial statement, please return it using our secure delivery service, Citrix ShareFile. As an alternative, you can fax it to (425) 670-9688, mail it, or hand deliver it to your lending officer. Important: Do not email your completed financial statement to Pacific Crest Savings Bank. Email is not a secure form of communication and may be intercepted. Your privacy is important to us! |
Principal Residence or Second Home
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Print Loan Application (PDF)
Please click and print the PDF version of our loan application. You will need a browser compatible with PDF files, download Adobe Acrobat Reader for free. Once you complete our loan application, please return it using our secure delivery service, Citrix ShareFile. As an alternative, you can fax it to (425) 670-9688, mail it, or hand deliver it to your lending officer. Important: Do not email your completed loan application to Pacific Crest Savings Bank. Email is not a secure form of communication and may be intercepted. Your privacy is important to us! Note: By submitting your loan application, you are giving your consent and authorization to Pacific Crest Savings Bank to obtain a credit report and you agree to pay a fee for the report. |
Electronic Disclosure and Consent
In order to speed up the loan application process, with your consent we can provide required written communications electronically instead of on paper. If you would like to receive communications via email such as loan disclosures, privacy notices, copies of appraisals, and all other documents that Pacific Crest provides in conjunction with your loan request, please read the Electronic Disclosure and Consent and follow the instructions to submit your consent. If you do not wish to receive communications via email, all required written communications will be provided in person or through the postal mail.
