Expedite your loan review by gathering the following documents. We’ll request these files after you submit your loan application.
Required Documents
2022, 2023, and 2024 Business Tax Returns*
2024 Personal Tax Return* for majority owner(s)
Business Bank Statements for the past six months
Business Debt Schedule, if applicable
Most Recent Business Credit Card(s) Statement(s), if applicable
Business Collateral Schedule, if applicable
* If you haven’t filed your 2024 taxes or if you operate as a sole proprietor, please reference the Additional Documents section below.
Additional Required Documents for Special Circumstances
- 2024 Proof of Extension
- 2021 Business Tax Return
- 2024 Proof of Extension
- 2023 Personal Tax Return
- 2023 Personal Tax Return
- 2024 Personal Tax Return
If 2024 Personal Tax Return is not yet available, please provide:
- 2024 Proof of Extension
Most Recent Affiliated Business Tax Return if your business(es) meet SBA affiliation criteria
- Corporate Bylaws / Operating Agreement if applicable
- Active Lease Agreement if applicable
- Schedule of Furniture, Fixtures and Equipment if applicable
If a 20% or more owner is not a U.S. citizen, but is a lawful permanent resident, the following are required:
- Copy of Permanent Resident Card (front and back)
- USCIS Verification & Authorization Letter
Note: Please note that once your application is submitted, we will provide you with the USCIS Verification & Authorization Letter for you to complete. Please physically sign this form with blue ink and return to us.
Apply for an SBA 7(a) loan today