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Business Loan Applications

Thank you for choosing us
for a business loan.

Please review the checklists below and have the applicable documents from both categories ready.

Loan Amount Documentation Checklists

  • Completed Business Loan Application
  • Entity Documentation (Per Checklist Below)
  • Current Income Statement
  • Current Business Federal Tax Returns
Business Loan Application

  • Completed Business Loan Application
  • Entity Documentation (Per Checklist Below)
  • Current Income Statement and Balance Sheet
  • Personal & Business Federal Tax Returns for the last 2 years, including K-1 Statements for all S corporations, partnerships, and limited liability companies
  • Personal Financial Statement (for each owner)
  • Business Debt Schedule
Download Documents

  • Completed Business Loan Application
  • Entity Documentation
  • Current Income Statement and Balance Sheet
  • Personal & Business Federal Tax Returns for the last 3 years, including K-1 Statements for all S corporations, partnerships, and limited liability companies
  • Personal Financial Statement (for each owner)
  • Business Debt Schedule
Download Documents

Entity Documentation Checklists

  • Articles of Incorporation
  • Bylaws
  • Board of Directors

  • Fictitious Business Name Statement

* For DBA (“doing business as”) names, if applicable.

  • Articles of Incorporation
  • Operating Agreement
  • Fictitious Business Name Statement (*)

* For DBA (“doing business as”) names, if applicable.

Corporations & S Corporations

  • Articles of Incorporation
  • Bylaws
  • Fictitious Business Name Statement (*)
  • List of Corporate Officers (including Secretary)

* For DBA (“doing business as”) names, if applicable.

  • Partnership Agreement
  • Fictitious Business Name Statement (*)

* For DBA (“doing business as”) names, if applicable.

  • Partnership Agreement
  • Fictitious Business Name Statement (*)

* For DBA (“doing business as”) names, if applicable.

  • Partnership Agreement
  • Fictitious Business Name Statement (*)

* For DBA (“doing business as”) names, if applicable

  • Copy of Title Page (Legal Name of Trust)
  • Successor Trustee Section
  • Copy of Signature Page
  • Powers of the Trustee Section

Submit Your Application and Documentation

You can securely upload your completed Business Loan application and appropriate documentation.

Directions:

  1. Download the Business Loan application, and complete and sign it. (NOTE: You must sign and date your application, so you may need to scan it to your files. Upload the scanned completed application.)
  2. Click on Browse Files and select your saved application. Add any other documentation needed from the checklists above.
  3. Click on Upload.
  4. Your information will be automatically and securely sent to our Business Lending Team for processing.

 

What Happens Next?

One of our Business Lending experts will contact you within two business days of receiving your loan documents. If you have any questions, please contact us at 831-425-7708.