Loan Application Checklist

Print and complete the Loan Application Checklist >

This tool is to help you collect the necessary information required to evaluate your business.

Below is an example of the loan materials you’ll need to submit to your loan officer. Please see the Loan Application Checklist for complete details.

 Name of the borrower and related companies

 List of owners for each company with 20% or more ownership

 Organizational Business Documents

 Detail of Loan Request

 Sources of Funds

 Last three years of federal tax returns for the borrower, related companies and all owners

 Borrower balance sheet, income and expense statements
 Current accounts receivable and accounts payable

 Personal financial statement for all owners

 Copies of current bank account statements

 Copy of Picture ID for all owners

 Management resumes

 Brochures that may explain your business

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