Business Loan Application Checklist

Whether you're an existing company or starting a new business venture, we have listed some of the documents and financial data you will need to start processing your application.

Existing Company Loan Application

• Last 3 Years Personal and Corporate Tax Returns, including all schedules
• Last 3 years CPA prepared Business Financial Statements, if applicable
• Most Recent Interim Financial Statement
• Current Personal Financial Statement

New Company Loan Application

• Business Plan
• Monthly Projections
• 3 Year Pro-Forma Balance Sheet and Income Statement 
• Current Personal Financial Statement

Documentation Checklist Summary

• Loan Application
• Historical Tax Returns/Financial Statements
• Interim Financial Statement
• Budgets/Projections
• Business Plan
• Personal Financial Statement