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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