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Items Needed to Process Your Application

In general, the following items will be required to be submitted with your loan application.  It is important to discuss with your banker, what additional amplifying information you will be asked to provide.

  • Last three years personal tax returns
  • Last three years business tax returns (if applicable)
  • Last three years of balance sheets
  • Last three years of income statements
  • Current Year-to-Date business balance sheet
  • Current Year-to-Date business income statement
  • Current Accounts Receivable with aging
  • Current Accounts Payable with aging
  • SBA Form 912 “Statement of Personal History” for each individual associated with the loan
  • IRS for 4506T for each individual who is required to provide tax returns

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