• Two Years most recent federal tax return, personal and business if applicable.
• Two Years W‐2 forms from all employers.
• Copies of Paystubs for a period of at least 30 days (4 if paid weekly, 2 if bi‐weekly, 1 if monthly).
• Two months most recent bank statements.
• Most recent retirement funds statement.

If applicable:

• Current Awards Letter for Social Security and/or Pension.
• Most recent mortgage statement, tax bill, and insurance bill, for all properties owned.
• Two years annual tax statement for social security and/or pension.
• Copy of Purchase and Sales Agreement/Bill of Sale.
• Copy of canceled Earnest Money Check.

• Copies of Paystubs for a period of at least 30 days (4 if paid weekly, 2 if bi‐weekly, 1 if monthly).

If self-employed:

• Last Three Years Personal Tax Returns including schedules.
• Most Recent Interim Statement if application date is more than six months beyond fiscal year.

If applicable:

• Bill of Sale.

• Last Three Year-End Business Financial Statements (tax returns or accountant-prepared statements).
• Last Three Years Personal Tax Returns including schedules for all Owners/Guarantors.
• Most Recent Interim Statement if application date is more than six months beyond fiscal year.
• Personal Financial Statement for all Owners/Guarantors.
• Business Debt Schedule – a list of all the debts your business currently owes, their current balance, original amount, monthly payments, and other pertinent details.

If applicable:

• Copy of purchase agreement.
• Current rent rolls.
• Copies of current leases.
• New business projections (rental income, revenue, etc).