SBA 7(a) Loan Application

Please complete the attached loan application information (most are print-outs, non-interactive), include the items requested with your application, and return this information to our office. 1 - Practice Checklist 2 - Credit Application 3 - Credit Authorization 4 - Source & Use of Funds 5 - Personal Income & Expense Analysis 6 - Projected Operating Statement   7 - SBA 912 Statement of Personal History   8 - SBA 413 Personal Financial Statement   9 - 4506 Request for Tax Transcript SBA Express Loan Application 1 - Practice Checklist 2 - Credit Application 3 - Credit Authorization 4 - Source & Use of Funds 5 - Personal Income & Expense Analysis 6 - Projected Operating Statement NOTES: A. We need the 4506 tax form to be completed one each by buyer and seller, completing items 1 through 4, signed and dated at the bottom. If the seller's business is a corporation, the seller should complete with corporate information; if a sole proprietorship, the seller needs to provide personal information (home address, etc.). B. The Projected Operating Statement is NOT required for underwriting at this time, but is provided for your use in estimating your working capital needs and business planning.