Skip Navigation Documents in Portable Document Format (PDF) require Adobe Acrobat Reader 5.0 or higher to view, download Adobe® Acrobat Reader.
Man standing and using tablet.

Business Document Checklist

The following items should be gathered and submitted with your loan application:

  • Current personal financial statement on all borrowers and guarantors.  Preferably less than 3 months old.
  • Most recent 3 years tax returns.  Both personal as well as business, if already existing.
  • Business plan which should include the following:
    • Brief narrative of history and nature of business
    • Purpose of loan
    • Itemization of use of loan proceeds
    • Listing of proposed collateral along with corresponding values (appraisal, purchase price, etc.)
    • 3 year income and expense projections along with any contributing factors and information used in determining projections
  • If business is a corporation, submit a list of all officers and stockholders (social security # and address of each), along with the articles of incorporation.
  • If business is an L.L.C., submit a list of all members and managers (social security # and address of each), along with the articles of organization and operating agreement.
  • Any other information that might be helpful in reaching a loan decision.
Woman talking on her phone in her living room.

Get In Touch
We are committed to helping you with all of your banking needs. Let us know how we can help!