Application Checklist

While your banker will customize the information necessary for your business loan application process, this is the standard information normally required:

COMPANY
  • Three years' fiscal year-end financial statements including income statements and balance sheets
  • Most recent available company-prepared interim income statement and balance sheet
  • Three years' business federal tax returns
PRINCIPALS
  • Personal financial statement, including verification of liquid assets
  • Three years' personal federal tax returns