Documents needed for an Existing Business Loan
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Personal Tax Returns
- Submit for all owners, partners, officers, directors, guarantors, and stockholders with 20% or more stock ownership. Provide complete copies of all schedules for the last three years.
- Submit complete copies of all schedules for the last three fiscal years.
- Submit a complete copy of these documents.
- Submit a complete copy of these statements - current within 45 days.
- Submit a complete copy of these statements for the last three fiscal years.
Business Tax Returns
Business Plan and/or Feasibility Study
Current Business Financial Statements (Income Statement & Balance Sheet)
Past Business Financial Statements (Income Statement & Balance Sheet)