TD Bank Finance Credit Application

• Via the Finance Credit Application screen.

The customer code you indicated on the Finance Credit Application screen is displayed. You cannot edit this field.  

The customer’s billing address (line 1, address line 2, city, state and zip code) on file is displayed. You cannot edit this field.

If you accessed this screen from Finance Credit Application via order entry, the order number is displayed. You cannot edit this field.

The customer’s name is displayed from customer settings and cannot be changed on this screen.

Entry in this field is required in the U.S. and optional in Canada. Indicate the social security number of the primary applicant. Entry must be numeric and nine characters in length.

Entry in this field is required. Enter the birth date of the primary applicant in mm/dd/yyyy format. The primary applicant must be 18 years of age or older.  

Use this optional field to indicate the number of years the primary applicant has resided at the current address. Up to 2 digits can be entered; from 0-99 is accepted.

Entry in this field is required, must be numeric, and must be 10 digits in length. The home phone number of the primary applicant displays, if one exists in customer settings. You can edit this field.

Use this optional field to indicate the email address of the primary applicant. You can edit this field. Entry must consist of the valid email address format and can contain up to 50 alphanumeric characters.

Use this optional field to indicate the birth name of the primary applicant's mother. From 1-30 characters can be entered.

These fields are required only if the applicant has been at their current address for less than 5 years. The Street field accepts 1-30 alphanumeric characters; the Zip field accepts 5-9 characters; the City field accepts 1-22 alphanumeric characters; the State field accepts 2 characters. The state and zip code are validated.

Use this required field to indicate the primary applicant's employer. You can enter 1-30 alphanumeric characters.

Use this required field to enter the work phone number of the primary applicant. Your entry must be 10 digits in length.  

"None Selected" is initially displayed, but you must click the Arrow button and select the housing status for this applicant. Your options are:

• Own

• Rent

• Other

•  

Use this required field to enter the applicant's monthly mortgage or rent payment, in whole dollars. A numeric entry of 0-99999 is allowed.

Use this required field to enter the applicant's monthly gross income. A numeric entry of 0-999999999 is allowed.

The default setting for this field is No Co-Applicant. To activate the Co-Applicant tab and enter information for the other applicant, select the Co-Applicant option. The Update Co-Applicant Personal Information screen appears before you actually access the Co-Applicant tab.

The option to include a co-applicant is not available in Canada; the Co-Applicant tab remains inactive if you are processing in Canada.  

If the co-applicant has a customer code on file you can enter it here. This field is not required. If you click the Search button, you access the Search for a Customer screen from which you can make a selection. If you click the Action button, you access the Update Co-Applicant Personal Information screen, where you can update information or create a customer code for the co-applicant.  

The co-applicant's name and address information display either from the Update Co-Applicant Personal Information screen or from the customer settings if you entered a customer code.

This field is required. Indicate the social security number for this co-applicant. If you entered a valid customer code on this tab, the social security number of the co-applicant displays (if available) from the customer settings.  

Entry in this field is required. Enter the birth date of the co-applicant in mm/dd/yyyy format. The co-applicant must be 18 years of age or older.  

Entry in this field is required, must be numeric, and must be 10 digits in length. The home phone number of the co-applicant displays, if one exists in the customer settings. You can edit this field.

Use this required field to indicate the co-applicant's employer. You can enter 1-30 alphanumeric characters.  

Use this required field to enter the work phone number of the co-applicant. Your entry must be 10 digits in length.  

Use this required field to enter the co-applicant's monthly mortgage or rent payment, in whole dollars. A numeric entry of 0-99999 is allowed.  

Use this required field to enter the co-applicant's monthly gross income. A numeric entry of 0-999999999 is allowed.

When you click the Save button at the bottom of the screen, a message displays asking if the application has been signed by the primary applicant. Answer Yes or No. If there is a co-applicant, a similar message asks if the application has been signed by the co-applicant. Answer Yes or No. Once you answer Yes, the application is transmitted to the provider and the results are displayed on the FR Application Submission Result screen.