SBA Loan Checklist

Before you try to get an SBA loan, you need to be prepared. This form will assist you in assembling the necessary documents you need to obtain an SBA loan.

Documents to prepare for a new business:

Your SBA loan application form
Your personal history statement with your resume and accomplishments
Statement of your investment capabilities
Current financial statement of all personal liabilities and assets
Projection of revenue statement
Collateral list

Documents to prepare for an existing business:

Balance sheet
Profit and loss statements
Income statement of previous and current year-to-date incomes, including business tax returns
Personal financial statement, with each owner itemized, including personal tax returns for each owner
Collateral list
Your DBA or incorporation paperwork
Copy of your business lease
Loan request statement, describing business history, loan amount and purpose
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