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Helpful Loan Documents

Here are some helpful loan documents that will help your lender speed up your loan process.

Use these documents to apply for a loan.

For consumer loans, utilize the consumer credit application.  For loans to a corporation or LLC, each of the business owners/loan guarantors should utilize the personal financial statement.  All documents should be fully completed, signed, and dated.  You may choose to complete the forms as follows:

  1. Print the document, complete it by hand, and provide it to the bank.
  2. Complete the document online as a fillable PDF, print it, and provide it to the bank.
  3. Complete the document online as a fillable PDF, then save it to your computer or mobile device.

You may provide us the document by dropping it off in person, sending it by mail, or scanning/saving it to your computer or mobile device and utilizing our Secure File Transfer.  At this time E-Sign is not available so please sign the document before providing it to the bank.


Consumer Credit Application

Personal Financial Statement

Important SBA PPP Documents

PPP Borrower Application Form - First Draw (Rev. 03/18/2021)

PPP Borrower Application Form - Second Draw (Rev. 03/18/2021)

PPP Borrower Application Form - Schedule C Filers Using Gross Income - First Draw (Rev. 03/18/2021)

PPP Borrower Application Form - Schedule C Filers Using Gross Income - Second Draw (Rev. 03/18/2021)

PPP Loan Forgiveness Application Form 3508 (Rev, 01/19/2021)

PPP Loan Forgiveness Application Form 3508EZ (Rev. 01/19/2021)

PPP Loan Forgiveness Application Form 3508S (Rev. 07/30/2021)-508

 

 

 

 

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