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Business Loan Checklist

Your business loan application should also include copies of these standard required documents*. Use our convenient business checklist below or print out a PDF.

 
Startups and $50,000+
A nonrefundable application fee. (varies by amount)
Registered with SunBiz (if applicable)
Last 3 years personal tax returns
Last 3 years business tax returns (if applicable)
YTD Business Financials (Profit & Loss, Balance Sheet)
3 most current paystubs, W2, or 1099
3 most current personal bank statements (if applicable)
3 most current business bank statements (if applicable)
Purchase order or 10-day pay off for vehicle loans
Property’s address for Real Estate loans
 

*Documentation requirements and application fees subject to change based on loan requests. Subject to personal and business credit inquiry.


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Vision Statement
Provide financial services beyond your expectations.

Mission Statement
Provide a wide range of affordable financial products with exceptional member service.