Baystone Financial Group’s Credit Applications

For Transactions under $500,000

SFP Standard Application
Simple Funding Program Application for tax-exempt entities

SFP Nonprofit Application
Simple Funding Program Application for nonprofit (501(c)(3)) entities

For Transactions over $500,000

Municipal Credit Application
This Application is for use by the following entities: Cities, Counties, Hospitals, Indian Tribes, or States

Volunteer Fire, Authority, and District Credit Application
This Application if for use by the following entities: Volunteer Fire Departments, Fire
Districts, Water Districts, Special Districts, Transportation Authorities, or Other Joint Power Authorities

The following items only apply to Volunteer Fire Departments

Balance Sheet & Income Statement Form
Blank Balance Sheet & Income Statement to accompany completed credit application

IRS Requirements Summary
This material summarizes the requirements outlined in Section 150(e) and Section 147(f) of the IRS Regulations. This material should be followed to complete the requirements.

IRS Regulation Section 150(e)
Definitions and special rules regarding tax-exempt financing for Volunteer Fire Departments

IRS Regulation Section 147(f)
Requirements regarding tax-exempt financing for Volunteer Fire Departments

School Credit Application
This Application is for use by the following entities: School Districts, Universities, or Public Colleges

Nonprofit Credit Application
This Application is for use by all 501(c)(3) entities

Taxable, Private or Charter Schools Application
This Application is for use by all Taxable, Private or Charter Schools

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