Business Loan Applications
Loan Amount and Type Documentation Checklist
- Completed Member Business Loan Application
- Entity Documentation (See Checklist)
- Current Income Statement and Balance Sheet
- Personal & Business Federal Tax Returns from the last 3 years, including K-1 Statements (if applicable)
- Completed Member Business Loan Application
- Entity Documentation (See Checklist)
- Current Income Statement and Balance Sheet
- Personal & Business Federal Tax Returns for the last 2 years, including K-1 Statements (if applicable)*
- Personal Financial Statement (for each owner)
- Business Debt Schedule
* For DBA (“doing business as”) names, if applicable.
- Loan Amount Documentation (see checklist above)
- Entity Documentation (see checklist)
- Business Plan and Financial Projections (two years)
- Current Asset Statement
- Resume of Key Employees
- Completed Commerical Real Estate Loan Application
- Entity Documentation (see checklist)
- Current Operating Statement
- Copy of Current Lease(s)
- Completed Environmental Questionnaire
Entity Documentation Checklists
- 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
- Tax ID Number
- Fictitious Business Name Statement (*)
* For DBA (“doing business as”) names, if applicable.
- Copy of Executed Trust Certification or Full Trust
- Articles of Incorporation
- Bylaws
- List of Authorized Signatures
- Board Meeting Minutes (for Board Approval)