FUNDING REQUEST DOCUMENT CHECKLIST

FUNDING REQUEST DOCUMENT CHECKLIST
Name

First NameLast Name
Company Name
Email
example@example.com
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Phone Number

Area CodePhone Number
Business Coach Email
example@example.com
What organization are you associated with? If not associated with an organization please enter NONE.
PRINCIPALS
We require any and all owners, partners, officers and stockholders owning 20% or more of the business to apply as aco-borrower and personally guarantee the note. All documents below
Please place a check next to the documents that you have.

Recent Paystub or other proof of incomePersonal Tax Returns for two (2) prior years (or signed extension) - please include all schedules and pagesPersonal Bank Statements (last 3 months) - please include all pagesCopy of Driver’s LicenseCopy of Recent Utility Statement from Home- to confirm address
SMALL BUSINESS CONCERN

Additional information may be requested at the discretion of underwriting.
Please select the documents that you have.

Proof of Business Ownership – If Corporation is not to be set up by the date of closing, the following is needed: Federal Employment Identification Number and Business License with names of ownersCollateral Description Summary - please list any unencumbered business assets or personal assets that you are willing to pledge and copies of titles to any vehicles, etc. that are pledgedYear-to-Date Profit and Loss and Balance SheetBusiness PlanBusiness Tax Returns for two (2) prior years (or signed extension)- please include all schedules and pagesBusiness Bank Statements (last 3 months)- please include all pagesCopy of Recent Utility Statement from Business- to confirm addressDebt schedule- attachment includedCorporate Borrowing ResolutionLoan Request Detail
Additional Comments
Should be Empty:

FUNDING REQUEST DOCUMENT CHECKLIST

PRINCIPALS

SMALL BUSINESS CONCERN