Loan Forms/Checklist
Click here to print the Borrower Checklist.
- Personal Financial Statement
Current within 60 days, signed, for all borrowers. Husband and wife may use same form. - Request for Tax Return
For the past three years, signed. - Statement of Personal History
SBA Form 912, fully completed and signed. - Loan Application Form
Actual RDC Loan Application Form. - Debt Schedule Form
For operating company. - SBA Part C Form
Statements and disclosures required by law. - Deposit Agreement Form
Along with a check for $1,000 made payable to the Regional Development Company. - Copy of existing or proposed lease
- Copy of franchise agreement
- Schedule of previous SBA financing
- Key cost documents for project
Including, but not limited to: real estate purchase agreement, equipment purchase agreement, buy-sell agreement, sworn construction statements, general contractor bid and scope of work. - Three years' corporate tax returns
For the past three years for operating company
AND/OR
Balance Sheets and Income Sheets
For the past three years for operating company - Current Balance Sheet & Income Statement
Within 90 days, for operating company. - Legal documents for Corporation/Partnership/LLC
- Copy of two years' tax returns for any entity a borrower has ownership interest of 20% or more
If a New Business
A business is considered "new" if it has been in operation for less than 2 full years. If the borrower has extensive experience in the industry and would be working with the same clientele, an exception can be made to the new business rule.
- Estimated Operating Projects (Download Form)
For the first two years of operation and opening balance sheet.
If a Franchise
- Copy of franchise agreement
