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Forms and Applications Checklist

To assist us in determining the loan product that best meets your company’s needs, please provide the following preliminary information.

  • Personal Financial Statement dated within the last 90 days
  • Business Debt Schedule
  • Complete copies of your last 3 years personal Federal Income Tax Returns including K-1s if applicable.
  • Copies of your company’s three most recent Financial Statements with all schedules
  • A current year-to-date interim Financial Statement for your company
  • Complete copies of your company’s three most recent Federal Income Tax Returns

The pages are in PDF format. You will need to have Adobe Acrobat Reader installed on your computer to open them. If you do not have Adobe Acrobat Reader, you can download it now for free.

Call your business banker with any questions!