Business Resources and Tools

Business Term Loans and Business Lines of Credit: Application - Documentation - Information

Required documentation and Information:

• Business Name
• Business Taxpayer ID number or Social Security number
• Business Structure (i.e. Sole Proprietor, Limited Liability Company, Corporation), copy of legal formation will be needed
• Business Owners (i.e. Sole Proprietor, LLC Members, Corp. Directors, President, etc.)
• Personal Financial Statements (one for each owner and/or guarantor)
• Past Three (3) years of IRS Tax Returns for both Personal and Business
• Past Three (3) years of Business Financials (i.e. Balance Sheets and Profit & Loss Statements)
• Current Business Balance Sheet and Profit & Loss Statement
• Banking Checking and/or Savings account statements
• Contact Information
• Application

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