Application Checklist
Documents
You'll Need
Know exactly what documents to prepare for your SBA 7(a) loan application. Select your loan type to see the complete checklist.
Documents Completed
0%0 of 12 required documents completed
✓Required Documents
Business plan and overview
Detailed use of funds
Owner information and background
Current balance sheet
Profit & loss statement (last 3 months)
3 years business tax returns
3 years personal tax returns
Personal Financial Statement (SBA Form 413)
Business debt schedule
Credit report authorization form
Interim financials (if available)
Business bank statements (3 months)
+Optional / Helpful Documents
Market analysis and competitive position
Owner/manager resumes
Business articles of incorporation
Key customer/vendor contracts
Need SBA Form 413?
The Personal Financial Statement form is required for most SBA loan applications. Download the official form directly from the SBA.
Download SBA Form 413Ready to Apply?
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