Applications & Forms

Below are several forms and applications you may need during the business loan process. 

Small Business and C&I Loans

Term Loans, Equipment Loans, Vehicle Loans, Lines of Credit

Clipboard with a checkmark, symbolizing the application process for St. Mary’s Bank products and services.

Application Checklist

Small Business & C&I Loans 

  • Business Financial Statement (balance sheet, profit & loss statement - last 3 years)
  • Personal Tax Returns (signed, with all attached schedules - last 3 years)
  • Accounts Receivable Aging Report
  • Accounts Payable Aging Report
  • Business Plan (to include 12 month 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

Clipboard with a checkmark, symbolizing the application process for St. Mary’s Bank products and services.

Application Checklist

CRE Loans 

  • Business Financial Statement (balance sheet, profit & loss statement - last 3 years)
  • Personal Tax Returns (signed, with all attached schedules - last 3 years)
  • Corporate / Partnership / Trust Agreement Documents
  • Leases (self, tenants)
  • Purchase & Sales Agreement
  • Listing of Existing Debt (complete with creditor names, addresses, and telephone numbers)

Explore

See All Posts
From Teller to Team Leader

Team News

From Teller to Team Leader — Brianna Perry’s Journey of Growth at St. Mary’s Bank

Woman sitting on a couch petting her dog while on a lap top smiling

General, Penny Finance

St. Mary’s Bank Partners with Penny Finance, Making Money Advice More Accessible

penny phase out

Industry News, Featured

The US Penny is Retiring: Here's What Members Need to Know.