Applications & Forms

Below are several forms and applications you may need during the business loan process. 

Small Business and C&I Loans

Term Loans, Equipment Loans, Vehicle Loans, Lines of Credit

Application Checklist

Small Business & C&I Loans 

  • Business Financial Statement (balance sheet, profit & loss statement - last 3 years)
  • Personal Tax Returns (signed, with all attached schedules - last 3 years)
  • Accounts Receivable Aging Report
  • Accounts Payable Aging Report
  • Business Plan (to include 12 month Sales and Expense Projection if new business venture)
  • Corporate / Partnership / Trust Agreement Documents
  • Listing of Existing Debt (complete with creditor names, addresses, and telephone numbers)

Commercial Real Estate Loans

Application Checklist

CRE Loans 

  • Business Financial Statement (balance sheet, profit & loss statement - last 3 years)
  • Personal Tax Returns (signed, with all attached schedules - last 3 years)
  • Corporate / Partnership / Trust Agreement Documents
  • Leases (self, tenants)
  • Purchase & Sales Agreement
  • Listing of Existing Debt (complete with creditor names, addresses, and telephone numbers)

Explore

See All Posts
Tracy Durocher

Team News, Industry News

St. Mary’s Bank Welcomes Tracy Durocher as Senior Vice President – Director of Marketing Strategy

Auburn Herrgesell Associate Regional Manager Seacoast Region

St. Mary’s Bank Announces New Assistant Vice President, Associate Regional Manager

St. Mary's Bank Concord Branch Ground Breaking

Branch, General

St. Mary’s Bank Breaks Ground on New Branch Location in Concord, NH