SBA 504 Loan - Documents Required for Underwriting

• Previous 2 years business tax returns

• Previous 2 years personal tax returns (for all 20%+ owners)

• Previous year financials (P&L and Balance Sheet)

• Current financials (P&L and Balance Sheet)

• Previous 6 months business bank statements

• AR/AP Report

• Resume (for all 20%+ owners)

• Property Appraisal

• Debt Schedule - DOWNLOAD HERE

• Personal Financial Statement (for all 20%+ owners) - DOWNLOAD HERE

• IRS Form 4506-T (for Business) - DOWNLOAD HERE

• IRS Form 4506-T (for all 20%+ owners) - DOWNLOAD HERE

• SBA Form 1919 - DOWNLOAD HERE

• SBA Covid Questionnaire - DOWNLOAD HERE

• Description of the use of funds - DOWNLOAD HERE

Upload documents here - SECURE DOCUMENT PORTAL