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