What information do I need to apply for business financing?
You can apply for a loan or line of credit online or at a local branch. To complete your application, the following forms must be completed and signed:
- Business Loan Application
- Certificate of Beneficial Ownership Form
- Personal Financial Statements for each guarantor
- Business Debt Schedule
- Schedule of Real Estate Owned (if applicable)
Additionally, be prepared to provide:
- Name, ID information, address, date of birth, Social Security Number, and title for each business owner, guarantor, and controlling person.
- Business and personal financial information.
- Business entity formation documents (e.g., Articles of Incorporation, Articles of Organization, Partnership Agreement, etc.).
- Two years of tax returns for the business and guarantors, plus interim financial statements if available.
Completed application forms and additional documentation are also available at your local branch.