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BUSINESS LOAN CHECKLIST

Information to help you be ready.

Checklist

  • Personal Financial Statement (download Personal Financial Statement  pdf to fill out and bring with you)

  • Personal Tax Returns

  • Business Financial Statements

  • Interim financial statements for both the operating company and the holding company (if applicable)

  • Federal Tax Returns

  • If it’s a new business, a business plan including projections for the first two years

  • If it’s a franchise, include the franchise agreement in your business plan

  • If you are applying to purchase real estate, you’ll need the following:
    • Purchase agreement or settlement sheet
    • Construction cost budget and/or equipment invoices (if applicable)



Business loans are more varied than consumer loans. So, applying for credit for you business can carry some unique requirements. Below is a list of items you‘re likely to need as part of your application process. Your First Reliance Business Banker will be glad to help guide you through the process.

We appreciate your business. If you have questions, please call our Customer Care Center at 888.543.5510. Or email CustomerCare@firstreliance.com. We’ll be happy to help.

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