Application Checklist

Gather these materials and get moving on your dreams!

START-UP LOANS

Business Plan & 2-Year Projections
[include Income Statements & Balance Sheet]
Personal Tax Returns
Drivers License
Pay Stubs
Budget and proof of equity
Personal Financial Statement
What collateral is available to secure the loan?


BUSINESS LOANS

Personal Tax Returns – Last 3 years
Business Tax Returns – Last 3 years
Drivers License
Pay Stubs
Schedule of Debt – Business
Year-to-Date Profit & Loss
Year-to-Date Balance Sheet
Year End Profit & Loss – Last 3 years
Year End Balance Sheet – Last 3 Years
Personal Financial Statement
What collateral is available to serve the loan?


Use these resources to help prepare for your loan…