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What documents and paperwork do I need to provide for a Business Line of Credit?

For the Express Business Line of Credit, please provide the following documents:

  • Loan application
  • Articles of Incorporation (or occupational license if a Sole Proprietorship)
  • Two months of business checking account statements

Additional documentation may be required.

For a Small Business Line of Credit, please provide the following documents:

  • Completed commercial loan application
  • Articles of Incorporation (or occupational license if a Sole Proprietorship)
  • Two months of business checking account statements
  • A completed personal financial statement
  • A completed Debt Schedule
  • Accounts receivable aging
  • Two years of personal and business tax returns
  • Current interim P&L and balance sheet
  • Completed cash flow

Additional documentation may be required.

Click here to contact a member of our Business Services team if you have additional questions or schedule a convenient time to meet in person.

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