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Schedule of Business Documents |
Corporations - Limited Liability Companies - General Partnerships - Limited Partnerships |
Articles of Incorporation LLC / GP / LP - Agreements and/or Operating Agreements |
New Companies |
Business Plan 3 Years Monthly/Yearly Projections Personal Financial Statement(s) - All Owners Click here to download our easy-to-use form 3 Years Personal Tax Returns - All Owners |
Additional Documentation Needed for All of the Above Borrowing Entities |
Current YTD Balance Sheet for the entity Current YTD Income Statement for the entity 3 Years Signed Tax Returns Current Accounts Receivable and Accounts Payable Aging Report Inventory List Fixed Asset Depreciation Schedule Personal Financial Statement for all principals/guarantors Click here to download our easy-to-use form 3 Years signed Personal Tax Returns for all principals/guarantors |
Whether you are an existing company or starting a new business, below is a list of documents and financial information we will need to start the processing of your loan request. |
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Online Banking Center |
Business Banking |