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Applications & Forms
Below are several forms and applications you may need during the business loan process.
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Applications & Forms
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Small Business and C&I Loans
Term Loans, Equipment Loans, Vehicle Loans, Lines of Credit
Business Loan Application
Personal Financial Statement
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
Commercial Loan Application
Personal Financial Statement
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)
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Tina M. Brown Joins St. Mary’s Bank as Business Development Team Lead
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