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To download the official Statement of Stock Position form for Union Bank of India (UBI), you can access several standard formats available through third-party document hosts or via the bank's digital channels. This form is typically required monthly for Cash Credit (CC) or loan accounts to declare inventory values. 📄 Available Download Links
Official Template (Scribd): A comprehensive Union Bank Stock Statement Format including fields for raw materials, finished goods, and drawing power calculations.
Alternate Format (Scribd): A Statement of Stock Position Template that includes an annexure for book-debt statements.
Simplified Format (Scribd): A shorter Stock Position Statement focusing on godown-wise details. 📝 Key Components of the Form
When filling out the form, ensure you include these critical details to avoid rejection:
Description of Goods: Detailed list of Raw Materials, Stock-in-Process, and Finished Goods.
Valuation Basis: Valuation must be at cost or market value, whichever is lower.
Deductions: You must subtract unpaid stock (creditors) and stock older than 90 days as these do not rank for Drawing Power.
Insurance Details: Mention the current insurance cover amount and its expiry date. 📲 Other Digital Statement Options
If you need a standard Bank Account Statement (transaction history) rather than a stock position form, use these methods: Union Bank Stock Statement Format | PDF - Scribd
It was a typical Monday morning at the Union Bank of India, with employees bustling about, sipping their morning coffee and checking their emails. In the midst of this chaos, a young entrepreneur, Rohan, walked into the bank, looking for a specific form. He had recently started his own business and was eager to manage his finances efficiently.
Rohan had heard about the Union Bank of India Statement of Stock Position Form, which allowed businesses to declare their stock levels and reconcile them with the bank's records. He knew that downloading and filling out this form would help him stay on top of his inventory and ensure that his business's financial statements were accurate.
As he approached the bank's customer service desk, Rohan was greeted by a friendly bank representative, Priya. "Hello, sir! How can I assist you today?" she asked.
"Hi Priya," Rohan replied. "I'm looking for the Union Bank of India Statement of Stock Position Form. Can you help me with that?"
Priya smiled and nodded. "Of course, sir! You can easily download the form from our website. Let me guide you through the process."
She led Rohan to a nearby computer and logged onto the Union Bank of India website. "First, you'll need to visit our website and navigate to the 'Forms' section," she explained.
Rohan watched as Priya clicked on the relevant links. "Once you're on the Forms page, select 'Business Banking' and then 'Statement of Stock Position Form'."
The form appeared on the screen, and Priya showed Rohan how to fill it out. The form required details such as the business's name and address, stock position as on a specific date, and a list of inventory items.
As Rohan began to fill out the form, Priya explained the importance of accurately declaring his stock levels. "This form helps us ensure that your business's financial statements are accurate and up-to-date," she said. "It's also a regulatory requirement."
Rohan nodded, taking mental notes. He carefully filled out the form, making sure to provide all the necessary information.
Once he had completed the form, Priya helped him review it for accuracy. "Great job, sir! Now, you can submit this form to us either online or by visiting your nearest branch."
Rohan thanked Priya for her assistance and left the bank feeling confident that he had taken an important step in managing his business's finances. He submitted the form online and received a confirmation email from the bank.
From that day on, Rohan made it a point to regularly update his stock position and submit the Statement of Stock Position Form to the bank. He found that it helped him stay organized and ensured that his business's financial records were accurate.
As his business grew, Rohan continued to rely on the Union Bank of India and its online resources, including the Statement of Stock Position Form, to help him manage his finances efficiently. He was grateful for the bank's support and guidance, which enabled him to focus on building a successful business.
The Union Bank of India Statement of Stock Position form is a mandatory monthly declaration for businesses with Cash Credit (CC) or loan facilities. This document allows the bank to calculate your "Drawing Power" based on the value of inventory currently held as collateral. Download the Form
While Union Bank provides many digital forms on their official Download Banking Forms page, the stock statement is often a branch-specific format. You can find standardized templates on third-party platforms for reference:
Official MSME Portal: For broader credit applications, use the Union Bank MSME Form. To download the official Statement of Stock Position
Scribd (Templates): Multiple versions of the Stock Position Statement and Detailed Stock Statement are available for download in PDF or DOCX.
ARK Advisors: Provides a combined Stock and Book Debt Statement Form used by major Indian banks. Key Components of the Form
To accurately complete the form, you must provide the following details as of the statement date: Union Bank Stock Statement Format | PDF - Scribd
Here’s a step-by-step guide to download the Statement of Stock Position form for Union Bank of India (UBI). This form is typically required for stock audits, credit limit renewals, or hypothecation stock statements.
This article is for informational purposes only. The availability of forms and the specific requirements for the Statement of Stock Position may change at the discretion of Union Bank of India. Always consult your branch manager or the official bank website for the most current forms and guidelines.
The Union Bank of India Statement of Stock Position form is a mandatory document for borrowers using Cash Credit (CC) or Overdraft facilities, used to declare the value of pledged inventory to determine the drawing power. Download Links for Form Formats
Official forms are typically provided by your local branch manager; however, common standard formats are available via online repositories:
Standard PDF Format: A comprehensive Statement of Stock Position on Scribd includes sections for raw materials, finished goods, and goods in process.
CC Account Specific: A dedicated Stock Statement for Cash Credit detailing calculations for net value and drawing limits.
Combined Stock & Book Debt: For businesses required to submit both, ARK Advisors provides a downloadable .docx template for hypothecated assets. Required Details for the Form
When filling out the statement, you must provide the following information as of a specific date:
Inventory Breakdown: Description of goods, storage location (godown-wise), quantity (number of packages), rate per unit, and total value.
Basis of Valuation: Typically "Cost or Market Value, whichever is lower".
Deductions: Value of unpaid stock (received on credit) and "obsolete" or older goods (usually those over 90 days) must be deducted to arrive at the Net Stock Value.
Declaration: A signed confirmation that the goods are free from other liens and are pledged solely to Union Bank of India. Submission via Online Portals
While the physical form is common, most modern submissions can be initiated through the bank's digital channels: Format, Example and Steps to Open Union Bank Statement PDF
Union Bank of India requires commercial borrowers to submit a Statement of Stock Position regularly to monitor the value of the inventory and receivables used as collateral for loans. This document is essential for maintaining the "drawing power" of your Cash Credit (CC) or Overdraft (OD) accounts. Understanding the Union Bank Stock Statement
The Statement of Stock Position is a formal declaration by a business owner regarding the current value of their assets. Union Bank uses this form to ensure that the loan amount disbursed remains well-covered by the physical goods and book debts held by the business. Why You Need to Submit This Form
Drawing Power Calculation: Your limit is adjusted based on your current stock minus the prescribed margin.
Compliance: Regular submission (usually monthly) is a mandatory loan covenant.
Audit Readiness: It serves as a record for internal and statutory bank auditors.
Interest Rates: Timely submission can sometimes prevent "penal interest" charged for non-compliance. Key Components of the Form
When you download and fill out the Union Bank of India stock statement, you will typically find the following sections:
Inventory Details: Breakdown of raw materials, work-in-progress (WIP), and finished goods.
Valuation: The cost price or market price (whichever is lower) of the goods.
Creditors: List of unpaid supplies, as these are deducted from the stock value to calculate the "paid stock." Valuation Principle: Stock must be valued at Cost
Book Debts: A list of receivables or money owed to you by customers, usually categorized by age (e.g., less than 90 days).
Insurance Details: Proof that the stock is insured against fire and other risks with the bank's name as the beneficiary (Hypothecation clause). How to Download the Union Bank Stock Statement Form
Union Bank provides official forms through its corporate portal. Here is how to find it: Official Website: Visit unionbankofindia.co.in.
Resources Section: Navigate to the "Forms" or "Downloads" section under the "Useful Links" or "Corporate Banking" tab.
Search: Look for "Annexure for Stock Statement" or "Monthly Progress Report (MPR)."
Physical Branch: If you cannot find the digital version, your dedicated Relationship Manager or Branch Manager can provide the specific Excel or PDF format used by your local branch. Best Practices for Filling the Form
Be Accurate: Ensure the figures match your physical stock registers and accounting software (Tally, Zoho, etc.).
Deduct Creditors: Never forget to subtract the value of goods for which you haven't yet paid, as the bank only finances "paid stock."
Check Aging: Most banks do not consider book debts older than 90 days for drawing power. Exclude these to avoid discrepancies.
Sign and Seal: The form must be signed by the authorized signatory of the firm/company and carry the official rubber stamp. Summary Checklist for Submission Download the latest Union Bank stock statement format. Update your inventory records to the last day of the month. Verify your insurance policy is still valid.
Cross-check figures with your Balance Sheet or Trial Balance.
Submit the signed copy to your branch by the 7th or 10th of the following month.
💡 Pro Tip: Keep a digital folder of all submitted statements. This makes it much easier when it comes time for your annual loan renewal or enhancement.
If you tell me the specific type of loan you have (e.g., MSME, Large Corporate, or Agri-loan), I can help you find the exact Annexure number required.
Union Bank of India (UBI) Statement of Stock Position is a mandatory monthly or quarterly compliance document for businesses holding working capital facilities (like Cash Credit or Overdraft limits). It acts as the basis for calculating your Drawing Power (DP)
, determining how much of your sanctioned limit you can actually use based on current inventory. Form Overview & Critical Fields
The standard form requires detailed disclosures across several key categories: Inventory Breakdown : You must specify quantities, rates, and values for Raw Materials (Imported vs. Indigenous), Stock-in-Process Finished Goods Exclusions for Drawing Power : To calculate your usable limit, the bank deducts: Unpaid Stock : Goods received on credit or under LC/LG but not yet paid. Obsolete Stock : Slow-moving or "dead" stocks. : Generally, inventory older than is excluded from DP calculations. Insurance Details
: You must provide the policy number, amount, and expiry date, ensuring the policy is endorsed in the bank's favor. Borrower Declaration
: A signed certification that the stock is your exclusive property, free of other liens, and valued at "Cost or Market Value, whichever is lower". Where to Download the Form While the official Union Bank of India Website
often undergoes updates, the standardized template is widely available through secondary financial document repositories: Direct Templates : Highly detailed formats can be found on Scribd - UBI Stock Statement Template Scribd - Stock Position Statement Branch Sources
: It is highly recommended to obtain the specific Excel or PDF version used by your local branch, as they may have slightly varied internal requirements for the "Annexure to Stock Statement". Submission & Management Union Bank Stock Statement Format | PDF - Scribd
Finding the official Statement of Stock Position form for Union Bank of India (UBI) can be a bit tricky because "account statements" (transaction history) often pop up first in searches. Stock Position Statement
, which businesses use to report inventory for loan drawing power, here is how you can find and fill out the form: 1. Where to Download
The bank typically provides these forms through their official portal or via common document repositories if you need a template: Official Bank Portal : Visit the UBI Forms & Applications
page. Look under the "MSME" or "Loans" sections, as stock statements are usually required for working capital limits. Common Templates
: You can find highly accurate formats on document sites like and click on Forms .
. These formats match the standard UBI requirement for describing pledged goods. Union Bank of India 2. Key Sections to Fill
When you get the form, you’ll need to provide the following details to ensure your Drawing Power (DP) is calculated correctly: Union Bank Stock Statement Format | PDF - Scribd
For Union Bank of India (UBI), a "Statement of Stock Position" is a critical document for businesses with Cash Credit (CC) Overdraft (OD) facilities. It is used to determine your Drawing Power (DP) based on the inventory you hold. 📄 Union Bank of India Stock Statement Form
While specific branch formats may slightly vary, you can typically find or download standardized templates through official and trusted secondary channels: Official Downloads : Visit the Union Bank of India Forms & Application Downloads page. Look under sections for MSME Loans Credit Facilities Common PDF Templates
: You can view or download standard formats on professional document sharing sites like Scribd - Union Bank Stock Statement Format Scribd - Union Bank Stock Position Statement Branch Request
: It is often best to request the exact Excel or PDF template directly from your assigned Relationship Manager
to ensure it matches their specific internal reporting requirements. Union Bank of India 📝 Key Components of the Form
A standard stock statement requires you to provide the following details as of a specific date: Inventory Breakdown : Description, quantity, rate, and total value of: Raw Materials (Imported & Indigenous) Stock-in-Process (Semi-finished goods) Finished Goods Stores/Spares Exclusions for Drawing Power : To calculate DP, you must deduct: Unpaid Stocks (Stock bought on credit or under LC/LG) Obsolete Stock : Goods older than (unless otherwise specified) Slow-moving or Dead Stocks Insurance Details
: Policy number, amount, and expiry date, ensuring the bank's name is noted as the beneficiary (Bank Clause). Borrower Declaration
: A signed certificate confirming that the stock is your exclusive property, free from other liens, and valued at cost or market value, whichever is lower. 💡 Pro-Tips for Submission Timely Filing : Statements are usually due by the 7th or 10th
of the following month. Late filing can lead to penal interest or a freeze on your drawing power. Valuation Rule : Always use the "Lower of Cost or Market Value" principle for valuation unless instructed otherwise. Drawing Power Calculation
Drawing Power = (Eligible Stock Value - Bank Margin) + (Eligible Book Debts - Bank Margin)
Note that margins (e.g., 25% on stock) are deducted from the eligible value before arriving at the limit. Excel template for easier calculations? The list of insurance requirements for pledged stock? Details on how to submit this statement via Union Bank Internet Banking
AI responses may include mistakes. For financial advice, consult a professional. Learn more Union Bank Stock Statement Format | PDF - Scribd
The form contains a table with the following columns:
| Sl. No. | Description | Quantity | Unit | Rate (Rs.) | Value (Rs.) | Remarks | | :--- | :--- | :--- | :--- | :--- | :--- | :--- | | 1 | Raw Materials | | | | | | | 2 | Stock-in-Process | | | | | | | 3 | Finished Goods | | | | | | | 4 | Consumable Stores | | | | | |
While the mobile app (Vyom) is primarily for transactions, you can access the 'Forms' section under the 'Services' or 'Help' menu. The stock statement PDF can be downloaded directly to your smartphone.
For your convenience, we have provided the standard process to download the form directly from the bank’s resources.
[Note to Blogger: You can insert a direct download link here or direct users to the official site.]
You can visit the official Union Bank of India website, navigate to the bottom of the homepage, and click on Forms.
Quick Tip: If you have a relationship manager at your branch, you can simply email them to send you the latest soft copy (PDF or Excel) of the format.
The standard Union Bank stock statement form includes:
| Field | Description | |-------|-------------| | Borrower / Company Name | As per loan account | | Bank Branch & Account No. | UBI branch details | | Date of Statement | As on month/quarter end | | Stock Details | Item, quantity, purchase value, realizable value | | Debtors (if applicable) | Aging-wise breakup | | Total Stock Value | Closing stock + book debts | | Signatures | Borrower / Authorized signatory |
✅ Banks often expect the statement to be certified by a Chartered Accountant (CA) if limit exceeds a threshold.
Union Bank of India has centralized most of its forms on its corporate website. Follow these steps: