Complete the application below to apply for a Business Mastercard card. A Business Credit Card from
Southwest Heritage Credit Union is the convenient and affordable way to make your shopping, entertainment
and travel purchases. Discover the true rewards of a low rate and no hidden fees or service charges.

New Acct? Yes No

Company Member #:

Raise Limit? Yes No

Credit Limit Requested: $

Estimated Annual Usage: $

Date:

Business Type

Sole Proprietorship LLC	Corporation S Corp. C Corp.	Partnership General Partnership Limited Proprietorship	Professional Association Non-Profit Organization Other (describe below)
New Acct? If Applicant is a Corporation, Limited Liability Company, General Partnership, or any other entity required to file organizational documents with the state or other jurisdiction of organization, Applicant must complete a Certification of Company Beneficial Owners at the end of this Application.

FOR IMPORTANT COST INFORMATION CONCERNING THE CARD PLEASE   Hover Here IMPORTANT ACCOUNT TERMS Interest Rates and Interest Charges   MASTERCARD Annual Percentage Rate (APR) for Purchases 16.99% APR for Cash Advances 16.99% How to Avoid Paying Interest on Purchases Company's due date is at least 25 days after the close of each billing cycle. We will not charge interest on purchases if Company pays the entire balance by the due date each month. Fees Annual Fee Cash Advance Foreign Transaction None 1% of the amount of each cash advance Up to 1% of each transaction in U.S. dollars. Penalty Fees Late Payment Returned Payment   5% of the payment due after 10 days. Not to exceed $25. $18 How We Will Calculate Your Balance: We use a method called "average daily balance (including new purchases)." See the Business MasterCard® Agreement for more details. The information about the costs of the card described in this application is accurate as of 12/2023. This information may have changed after that date. To find out what may have changed, write to us at Southwest Heritage Credit Union, 2809 John Ben Sheppard Parkway, Odessa, TX 79762. Print Account Terms

Company Information

Full Legal Name of Company:	State of Organization:	Year:	Taxpayer ID #: (sole proprietor should provide individual SSN if Company does have separate TIN)
DBA Name (If different than legal name)

Street Address:

City:

State:

Zip:

Company Telephone #:   Company Fax #:

Annual Revenues: $

Email Address:

Primary Financial Institution:

Company Checking Acct Balance: $

Company Loan Balance: $

Please provide a listing of all Company debt below:

Company Owner/Authorized Officer #1 (All Company Owners/Authorized Officers Must Provide a Personal Guaranty)

Issue a Card to this Owner/Authorized Officer #1				Social Security:
Last Name:	First:	Middle:
Management Title:	Years as Owner:	% Ownership of Company:
Street Address:	City:	State:	Zip:	Years There:
Annual Income*: $	*Alimony, child support, or separate maintenance income need not be revealed if you do not choose to have it considered.			Birth Date:
Own   Rent   Monthly Payment: $	Home Phone #:   Work Phone #:	Email Address:		Driver's License #:  State of Issuance:

Company Owner/Authorized Officer #2 (All Company Owners/Authorized Officers Must Provide a Personal Guaranty)

Issue a Card to this Owner/Authorized Officer #2				Social Security:
Last Name:	First:	Middle:
Management Title:	Years as Owner:	% Ownership of Company:
Street Address:	City:	State:	Zip:	Years There:
Annual Income*: $	*Alimony, child support, or separate maintenance income need not be revealed if you do not choose to have it considered.			Birth Date:
Own   Rent   Monthly Payment: $	Home Phone #:   Work Phone #:	Email Address:		Driver's License #:  State of Issuance:

Company Owner/Authorized Officer #3 (All Company Owners/Authorized Officers Must Provide a Personal Guaranty)

Issue a Card to this Owner/Authorized Officer #3				Social Security:
Last Name:	First:	Middle:
Management Title:	Years as Owner:	% Ownership of Company:
Street Address:	City:	State:	Zip:	Years There:
Annual Income*: $	*Alimony, child support, or separate maintenance income need not be revealed if you do not choose to have it considered.			Birth Date:
Own   Rent   Monthly Payment: $	Home Phone #:   Work Phone #:	Email Address:		Driver's License #:  State of Issuance:

Company Owner/Authorized Officer #4 (All Company Owners/Authorized Officers Must Provide a Personal Guaranty)

Issue a Card to this Owner/Authorized Officer #4				Social Security:
Last Name:	First:	Middle:
Management Title:	Years as Owner:	% Ownership of Company:
Street Address:	City:	State:	Zip:	Years There:
Annual Income*: $	*Alimony, child support, or separate maintenance income need not be revealed if you do not choose to have it considered.			Birth Date:
Own   Rent   Monthly Payment: $	Home Phone #:   Work Phone #:	Email Address:		Driver's License #:  State of Issuance:

Additional Information (If Company or any Owner/Authorized Officer Answers Yes to any of the Following Questions, please provide details in or with Financial Statement)

Is Company or any Company Owner/Authorized Officer an endorser, guarantor, or co-maker for any obligation not listed in their financial   statements?			Y N
Is Company or any Company Owner/Authorized Officer a party to any claim or lawsuit?			Y N
Does Company or any Company Owner/Authorized Officer owe any back taxes?			Y N
Has Company or any Company Owner/Principal ever been insolvent or declared bankruptcy?			Y N

Additional Cardholders

If Company wishes to designate any additional Cardholders on the account, provide their information here.

Additional Cardholder #1 Name:  Home Address:  City, State ZIP:	Email Address:  Driver's License No.:  State of Issuance:  SSN:	Additional Cardholder #2 Name:  Home Address:  City, State ZIP:	Email Address:  Driver's License No.:  State of Issuance:  SSN:
Additional Cardholder #3 Name:  Home Address:  City, State ZIP:	Email Address:  Driver's License No.:  State of Issuance:  SSN:	Additional Cardholder #4 Name:  Home Address:  City, State ZIP:	Email Address:  Driver's License No.:  State of Issuance:  SSN:

The following documentation must be provided along with this fully completed and signed Application:

Company Tax Returns for Last Three Years (including all schedules and K-1s)   Most recent Company Financial Statement (including Balance Sheet and YTD Profit and Loss Statement)   Each Owner(s)/Authorized Officer(s) Tax Returns for Last Three Years   Current Personal Financial Statement from each Owner/Authorized Officer (Dated and Signed)

PLEASE SIGN HERE (all signatures required for each Owner/Authorized Officer listed above).

By signing below on behalf of the Company, you represent that the Company is a valid business entity in good standing and that, if approved, all advances will be made strictly for business purposes. You represent that you are an authorized representative of Company with authority to enter into contractual arrangements to borrow money. You represent that the information you have provided in this Application and any documents provided in connection with this Application are accurate and complete. You understand and agree that the credit union will retain all documents obtained in connection with this Application, whether or not credit is granted. You understand that we are relying on the information you are providing in our decision to extend credit, and you promise to notify us promptly if any information you have provided materially changes. You understand that, if approved, Company's account will be governed by and subject to the Business MasterCard Agreement ("Agreement") and any amendments thereto. A copy of the Agreement will be provided to you upon approval. In connection with this Application and, if approved, maintenance of Company's account, you authorize Southwest Heritage Credit Union and its agents and assigns to investigate the Company's and your personal credit history and background by obtaining credit reports and other information about Company and you from credit bureaus and other sources. You expressly agree that the credit union and its agents and assigns may contact you about this account using any contact information you have provided to us, including any cell phone number, and you are responsible for your cell phone voice and data charges. You expressly consent to the use of any automatic telephone dialing equipment and/or artificial or prerecorded voices when we contact you. You understand that the terms of the Agreement are subject to change.

Required: I (we) have read and understood the terms of the disclosure above.
X    Owner/Authorized Officer #1 Date	X    Owner/Authorized Officer #2 Date
X    Owner/Authorized Officer #3 Date	X    Owner/Authorized Officer #4 Date