Download the 504 Loan Package

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Individual Forms

Click on the link to view the individual forms. The forms will open in a new window.

• Complete 504 Loan Package
• 504 Application Checklist
• 504 Disclosure Statement
• 504 Application & Business Profile
• Statement of Personal History
• Personal Financial Statement (SBA 413 Form)
• Management Resume
• Estimated Projections and Assumptions (2 yrs) (PDF)
• Estimated Projections and Assumptions (2 yrs) (CALCULATING – EXCEL Format)
• Bank Commitment Letter (Example)
• Part C – Statements Required by Law (SBA 1244 Form)
• Request for Transcripts of Tax Returns (4506-T IRS Form)
• Authorization to Release Credit Information