Union Bank Of India Statement Of Stock Position Form Download May 2026

Ask your branch manager for the Excel version – you can update stock values monthly and print directly. Many UBI branches now accept Excel printouts with signature.

For businesses and MSMEs maintaining a Cash Credit (CC) or working capital facility with Union Bank of India (UBI), submitting a periodic Statement of Stock Position is a mandatory requirement. This document allows the bank to assess your current inventory and calculate your Drawing Power (DP). Where to Download the Stock Position Form

Union Bank of India typically provides these forms through their official portal or at local branches. You can access the relevant sections here:

Official Downloads: Visit the Union Bank of India Forms & Applications page to find various loan and MSME-related documents.

MSME Specifics: For small and medium enterprises, check the MSME Application Details section for specific review formats.

Alternative Formats: If you cannot find the exact template on the main site, professional platforms like Scribd host community-uploaded templates specifically for Union Bank of India stock statements. Key Components of the Stock Statement

The form requires detailed information about your business inventory as of a specific date. Key sections usually include:

Inventory Details: Description of raw materials (imported or indigenous), stock-in-process, and finished goods.

Valuation: Stocks must be valued at cost or market value, whichever is lower.

Exclusions: To calculate the true Drawing Power, you must subtract: Unpaid stocks (purchased on credit or under LC/LG). Obsolete or "dead" stocks. Ask your branch manager for the Excel version

Stock older than 90 days (or as per your specific sanction terms).

Insurance Particulars: Details of valid insurance policies covering the stock against fire and other risks. Why Regular Submission is Critical

Drawing Power Calculation: Your limit is not fixed; it fluctuates based on the value of the stock you hold.

Compliance: Failure to submit the statement by the monthly or quarterly deadline (usually the 7th or 10th of the following month) can lead to penal interest or a temporary freeze on your CC account.

Audit Readiness: Keeping these statements updated ensures your books match the bank’s records during annual inspections. How to Submit

Once you download and fill out the form, it must be signed by an authorized signatory and, in some cases for larger limits, certified by a Chartered Accountant. You can then submit the physical copy to your home branch or upload it via the bank's digital corporate banking portal if enabled. Union Bank of India Download Forms & Applications - Union Bank of India

Download Forms & Applications – Union Bank of India. Looking For Something Specific? Accounts & Deposit. Loan. Union Bank of India Download Forms & Applications - Union Bank of India

As of my current knowledge, I do not have direct access to live download links for specific bank forms, nor can I browse Union Bank of India’s official website in real time. However, I can guide you on how to obtain the Statement of Stock Position form from Union Bank of India.

Here are the most reliable ways to download or obtain the form: Availability & Access

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 | | | | | |

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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 Clarity & Content

: 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