B usiness L oan I nformation C hecklist Thank you for contacting Atomic Credit Union regarding your business lending needs. We look forward to working with you to achieve success and growth for your business. In order to process your application and assist in the underwriting process, we respectfully ask that you provide us with the following information. Please read through the checklist carefully to ensure that correct and complete information is provided.
Completed Business Application Personal Financial Statement Personal Tax Returns (previous 3 years for all guarantors) Current Paystubs Business Plan, if applicable Business Tax Returns (previous 3 years) Year-to-Date Profit & Loss Statement, Balance Sheet, and current Debt Schedule for business
For Construction Loans Purchase Contract
For Auto/Equipment Loans Bill of Sale/Dealer Sheet
For Real Estate Loans Purchase Contract
Cost Breakdown Draw Schedule Building Plans Material Listing Insurance Quote
Copy of Title (if private seller) Verification of insurance or Insurance quote
Monthly rent charged $ Deed/Legal Description Insurance Declarations page or quote Real estate tax information
Please note that this checklist is designed to assist in gathering essential information. If any of the above items apply to your loan request but are not provided, additional follow-up contacts from your loan officer will be required and will delay loan processing. If there are any questions regarding the information requested in this checklist, please contact your loan officer at your local branch.
Thank you again for choosing Atomic Credit Union! Business Services Department
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