Core SBA Documents

• Form 1919
• Personal Tax Returns
• Asset List
• Articles of Incorporation / Operating Agreement
• Personal Financial Statement (PFS)
• Form 8821 - Business
• Business Bank Statements
• Driver’s License
• Year-to-Date Profit & Loss (P&L) Statement
• Closing Documents
• Voided Check
• Licenses and Insurance
• Debt Schedule
• Term Sheet
• Business Tax Returns