SLS Financial group logo

Municipal Financing

Municipal Transaction Application

Please complete the application below and provide supporting documentation where applicable.

TRANSACTIONS UNDER $500,000
Simple Funding Program for Municipal Transactions Under $500,000. Complete the fields below and provide the supporting documentation requested in the Financial Information section.
1

Municipal Entity & Contact Information

Does the lessee self-insure for property & liability insurance?
2

Transaction & Payment Details

$
$
$
$
$
$
Payment Due
Payments
3

Equipment / Project Information

New Equipment?
Refurbished?
Replacement?
Buyout Included?
$
Soft Costs Included?
$
Has the lessee ever defaulted or non-appropriated on a lease or bond?
Will the lessee issue more than $10,000,000 in tax-exempt debt in this calendar year?
4

Financial Information & Supporting Documents

Financial statements: Please attach one year of the most recent financial statements (audits preferred) if the transaction is between $100,000 and $500,000, or above $50,000 and greater than 5 years.

Complete this section for transactions up to $100,000

Combined Total Funds of LesseeCurrent Year (Actual YTD)Prior Year (Actual Not Budget)
Total Revenue
$
$
Total Expenditures
$
$
Net Income
$
$
Fund Equity (per Balance Sheet)
$
$
5

Certification

Certification: By signing below, I certify that I am authorized to submit this application on behalf of the municipal entity and that, to the best of my knowledge, the information provided in this application and any supporting documents is true, accurate, and complete.
Printable PDF Version
The form is complete on this page. The final submit action can be connected to your CRM, LOS, email endpoint, or secure file upload workflow.
SLS Financial • Municipal Transaction Application