-Cost Accounts Loans to refinance existing high cost or unaffordable debt Loans to build or repair credit Short-term unsecured personal loans Accept Alternate ID for Opening an Account Check Cashing for Non-Accountholders Services to Disabled or Homeless persons Equity Investments 5. CUSTOMER PROFILE a. Complete the Customer Profile information in the following table. Provide optional product information (as applicable) to highlight specific activities or products. Table E: Customer Pro.
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How to fill out the Omb Number 1559 0021 Form online
The Omb Number 1559 0021 Form is essential for organizations seeking financial assistance through the CDFI Program. This guide provides user-friendly instructions on how to accurately complete the form online, ensuring that all necessary information is included for successful submission.
Follow the steps to fill out the form effectively.
- Click the ‘Get Form’ button to obtain the form and access it in an editable format.
- In Part I: Organizational Information, enter the organization's legal name, address, and Employer Identification Number (EIN).
- Designate an Authorized Representative by providing their prefix, first name, last name, title, email, phone, fax, and address.
- Identify a point of contact for the application if it differs from the Authorized Representative. Input the necessary contact information.
- Fill in the Organizational Profile, including a brief description of the organization within 750 characters.
- Specify the requested award type and amount, indicating the preferred type of assistance along with the specific amount requested.
- Provide information regarding any other CDFI Fund applications made by the organization during the fiscal year.
- Document prior CDFI Fund awards if applicable. Complete the table with relevant details for the ten most recent awards.
- In Part II: Eligibility, outline the organizational type, CDFI certification status, and details about geographic markets and target areas.
- Complete the customer profile, including activity locations, income characteristics, and demographic data.
- Fill in the Matching Funds section, outlining the amounts and types of matching funds secured.
- Continue with Part III: Activities & Financial Information, providing details about financial products, activity levels, and portfolio quality.
- Review Part IV: Forms & Certifications, ensuring compliance with assurances and certifications outlined.
- Attach necessary narratives and ensure all supplemental documents are included as per the pre-submission checklist.
- Upon completion, save changes, download, print, or share the filled form as required.
Ensure you complete all required documents online to facilitate your application process.
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