

Business Loan Applications
Loan Amount Documentation Checklists
- Completed Business Loan Application
- Entity Documentation (Per Checklist Below)
- Current Income Statement
- Current Business Federal Tax Returns
- 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
- 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
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