Application Checklist

Gather these materials and get moving on your dreams!

START-UP LOANS

Business Loan Application (includes Personal Financial Statement and Business Assistance Questionnaire), completed and signed

Business Plan including 2-year projections for the Balance Sheet, Profit & Loss and monthly Cash

Copy front and back of Driver’s License for each Borrower

Personal Federal Income Tax Returns – Last 2 years

Business entity paperwork, such as articles of incorporation or organization, if completed


BUSINESS LOANS

Business Loan Application (includes Personal Financial Statement and Business Assistance Questionnaire), completed and signed

Copy front and back of Driver’s License for each Borrower

Personal Federal Income Tax Returns – Last 2 years

Business Federal Income Tax Returns – Last 2 years

Business Balance Sheet and Profit & Loss Statement – Last 2 years

Current year-to-date Balance Sheet and Profit & Loss Statement

Business entity paperwork, such as articles of incorporation or organization


Use these resources to help prepare for your loan…