SBA Final Check List

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Thank you for your interest in our SBA loan program. Here is a checklist of the initial information that will be helpful to expedite your request. Please note: Copies of all personal and business tax returns should be complete copies of the entire return, with all schedules and attachments.

***All owners with 20% or more ownership need to provide personal information as indicated.

Company Name

Name

First Last

Email

All Forms Filled

Online Forms

SBA 7(a)/504 Loan Application

History of Business Form - Or Business Plan if Start-Up

Business Debt Schedule

Applicant Questionnaire Form***

Management Resume Form***

Personal Financial Statement (less than 90 days old, signed & dated)***

Upload Complete Copies of the Following

Business Federal Tax Returns for the 3 most recent years

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Accepted file types: jpg, jpeg, png, pdf, zip, Max. file size: 300 MB.

Personal Federal Tax Returns for 2 most recent years with most recent years W-2***(Required)

Drop files here or

Accepted file types: jpg, jpeg, png, pdf, zip, Max. file size: 300 MB.

Current (within the past 3 months) Business Financial Statements (P&L and Balance Sheet) with A/R & A/P Aging Schedules

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Accepted file types: jpg, jpeg, png, pdf, zip, Max. file size: 300 MB.

If Start-up: Business Plan with Two Years of Monthly Projections of Business Income & Expenses

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Accepted file types: jpg, jpeg, png, pdf, zip, Max. file size: 300 MB.

Copy of Real Estate Purchase Contract & All Addendums, fully executed by all parties (if available)

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Accepted file types: jpg, jpeg, png, pdf, zip, Max. file size: 300 MB.

Copy of Construction Plans/Estimates/Cost Breakdowns (as applicable)

Drop files here or

Accepted file types: jpg, jpeg, png, pdf, zip, Max. file size: 300 MB.