Every business has times of transition, change and growth. Whether you're hatching a new business plan, growing quickly, or have decided to sell your company, we have the tools and services to support you and your business.
Applying for a loan allows your business to grow and take on new challenges. We understand that the requirements can be complex, and we're here to guide you through the process step-by-step.
Required financial documents
Below is a short list of required documents to get you started. For the full list, please download a loan application and speak with a business banking specialist today.
For all loans:
Completed loan application, signed and dated
Personal Financial Statement for all borrowers
Loans under $100,000:
1 year of business federal tax returns
1 year of personal federal tax returns
Loans over $100,000:
2-3 years of business federal tax returns
1-2 years of personal federal tax returns
Interim YTD business financial statement (if applying mid fiscal year)
Accounts receivable (AR) aging report (for working capital loans or loans secured by AR)
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