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Applications & Forms

Below you will find several forms and applications you may need during the loan process. Please contact your relationship manager at 1-800-950-8850 if you have a question on any of these documents.
 
Small Business Loans
For commercial loan relationships up to $250,000 Commercial and Industrial Loans – Term Loans, Equipment Loans, Vehicle Loans, Lines of Credit
For commercial loan relationships over $250,000 Other information that may be needed:
  • Business Financial Statement – Balance Sheet, Profit & Loss Statement (last three years)
  • Personal Tax Returns (signed) with all attached Schedules (last three years)
  • Accounts Receivable Aging Report
  • Accounts Payable Aging Report
  • Business Plan (to include 12 months Sales and Expense Projection) -If new business venture
  • Corporate/Partnership/Trust Agreement Documents
  • Listing of Existing Debt, complete with creditor names, addresses and telephone numbers
Commercial Real Estate Loans – Commercial Property Mortgage Loans, 5+ Multi-family Mortgage Loans
Other information that may be needed:
  • Business Financial Statement – Balance Sheet, Profit & Loss Statement (last three years)
  • Personal Tax Returns (Signed) with all attached Schedules (last three years)
  • Copy of Environmental Report
  • Copy of Appraisal
  • Corporate/Partnership/Trust Agreement Documents
  • Leases (Self, Tenants)
  • Purchase & Sales Agreement
  • Home Mortgage Disclosure Act (HMDA) Form
  • Business Plan (to include 12 months Sales and Expense Projection) - For new construction loans
  • Listing of Existing Debt, complete with creditor names, addresses and telephone numbers
Additional Forms and Applications