Forms enclosed to be filled out and signed by all owners and/or principals

• Business Loan Application
• Personal Financial Statement, filled out by anyone owning 20% or more
• Statement of Personal History
• Authorization for Services and Waiver of Liability
• Plan for Compliance with Job Creation and Retention
• Inventory of Fixtures and Equipment Owned
• Form 4506-T
• Borrower Authorization for Consumer Report

Forms requested for application process

• Business Plan including corporate history and comprehensive marketing plan.
• Resume of all principals.
• Three (3) years Profit and Loss Projections, monthly for one (1) year, and annually for the
• next two (2) years. Footnote assumptions.
• Detailed Use of Funds, including a breakdown of any line items over $5,000.
• Business Financial Statements for the last three (3) fiscal years and year-to-date
• Corporate Tax Returns (federal income tax) for the last three (3) years.
• Personal Income Tax Return filed for the last three (3) years.
• Six (6) months of supporting bank statements.
• Copy of Lease or Letter of Intent to Lease.
• Copy of Business Documents: Partnership Agreements, Articles of Incorporation, By-Laws,
• Certificate of Good Standing, etc.
• Copy of Local Business Tax Receipt.
• Proof of General Liability Insurance.
• Documentation of all Outstanding Debt Including Equipment Leases.

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