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Your Financial Information Checklist

When you’re ready to apply for an SBA loan, we’ll work side-by-side with you through every step of the process.

Your loan officer has extensive experience helping all kinds of businesses reach their financial goals, but will want to get to know all the details about your business and what makes it unique.  We even have lenders who specialize in specific types of business needs, like oil and gas, medical and technology.  So you can count on having the best resource possible in your corner, working with you to achieve your goals.

You don’t need to pull the following documents together to start talking with us, but having them handy will help ensure you receive a timely, accurate response, and speed things along.

For established businesses:

  • Last three years’ tax returns for the business.
  • Most current interim financial information for the business.
  • Legal documents (i.e. Articles of Incorporation, Certificate of Incorporation, Assumed Name Certificate, Partnership Agreements, Employer Identification Number).
  • Personal financial statement and last three years’ tax returns for each individual owner.

For new ventures:

  • A detailed business plan for start-up businesses describing the business model (i.e. the plan you’re implementing in the business to generate revenues and make a profit).
  • Legal documents (i.e. Articles of Incorporation, Certificate of Incorporation, Assumed Name Certificate, Partnership Agreements, and Employer Identification Number).
  • Personal financial statement and last three years’ tax returns for each individual owner.

SBA Forms

In addition, these SBA forms will help get the ball rolling when you apply for a loan.  You can complete the forms and bring them into a branch on your first visit or wait until you’ve talked with your loan officer.

Additional information may be required based on the specifics of your loan request.  Please see your loan officer for details.

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Or if you're ready to speak with an American Bank loan officer, please fill out this form.




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