Forms

Pre-Qualification Needs List

General Items

Personal

On ALL individuals with 20% or more ownership:

  • Personal Financial Statement – Download ↓

  • Tax Returns – most recent 3 years

Operating Company

  • Financial Statements (Balance Sheet and P&L) current within 90-days

  • Debt schedule – Download ↓

  • Tax returns - most recent 3 years

For Hotels

  • ADR for Prior Year & interim period

  • Occupancy Report for prior year & interim period

  • STR Report

For Gas Stations

  • Gallonage Report for prior year & interim period

Additional Forms

Employment Verification Form

Prior Government Financing Statement

Resume

Related Company Addendum

SBA 4506-C Request for Transcript of Tax Return