Skip to main content

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

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)

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)

Concord Branch Ribbon Cutting Ceremony

Branch

St. Mary’s Bank Celebrates Grand Opening of Concord Branch with Ribbon-Cutting Ceremony

new concord nh branch first deposit with Amanda Savage june 2025

Industry News, Featured

St. Mary’s Bank Welcomes First Deposit at New Concord Branch

business security

Security

Digital Business Services — Security Best Practices