Small Business Loan Application Instructions:
Please complete the online application and submit the following:
- Business tax returns signed for the last two years
- Personal tax returns signed for the last two years
- Interim income/expense statement and balance sheet on business
- Current personal financial statement
- Current Aging Report on Receivables
- Bank/Investment Statements with combined balances > $100,000
- Current list of equipment or invoice for new equipment, vehicle
- Business plan & projections (if business is less than 3 years old)
- Operating agreement/articles of organization (for an LLC or LLP)
- Signed 4506-T forms for business and principals as appropriate
Note: If your request is less than $35,000 and your business has been established more than 6 years, please submit the completed online application without Financial Statements. (Restaurants or a Non-Profit will require Financial Statements.)