SBA LOAN APPLICATION CHECKLIST
Before beginning your application[cite::151::cite] please review this page and be aware that you cannot save the application and return to it at a later time. If the application page is idle for more than 10 minutes, the application will be reset, and you’ll need to re-enter your information.
Be sure to print a copy for your records before submitting the application.
REQUIRED BUSINESS INFORMATION
- Business name and address (no PO boxes)
- Business phone, fax and tax identification number (TID)
- Business email address
- Number of employees
- Number of years in business
- Type of business
- Annual revenue/sales
- Average checking and savings account balance
- Type of credit, total amount requested and the primary use for the funds
REQUIRED PERSONAL INFORMATION
Needed for all business owners who own 20% or more of the business.
- Name and address of primary business owner
- Phone and fax number
- Social Security Number
- Annual personal income, total personal debts and total nonbusiness personal assets
- Number of years as owner of the business and percentage presently owned