SBA Financing Documentation Requirements
To apply for an SBA loan, you will be asked to provide the following documentation, if applicable:
- Three (3) years of Federal Personal Tax Returns, including all schedules on all owners, 20% or more
- Three (3) years of Federal Business Tax Returns* if applicable, including all schedules on all owners, 20% or more
- Balance Sheet & Income Statement* not older than 90 days
- Accounts Receivable and Payable* aging as of same date as Balance Sheet and Income Statement, as appropriate
*If loan request is to acquire an existing business, the seller must provide.