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Commercial Borrowers Checklist

Corporation

  • Certificate of Incorporation
  • Articles of Incorporation
  • Annual Registration
  • Corporate Resolution

Limited Liability Company

  • Certificate of Organization
  • Articles of Organization
  • Operating Agreement
  • LLC Authorization Resolution

Individual/Sole-Proprietorship

Partnership

  • Certificate of Partnership Sealed
  • Certificate of Partnership Filed
  • Partnership Agreement
  • Partnership Resolution

Others

  • Borrowers Resolution of Lodge, Association or Organization
  • Trust Authorization

Financial Information Needed

  • Business Tax Returns (2 years)
  • Income Statement & Balance Sheet (2 years)
  • Current Balance Sheet & Income Sheet (YTD)
  • Current Accounts Receivable Aging (if applicable)
  • Equipment List (if applicable)
  • Inventory List & Aging (if applicable)

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