Business Survey Form [PDF]

Short form to summarize business and project information.

Business History & Market Summary [PDF]

Short form to summarize applicant business description, history, and market - to use if you don't have a business plan or your business plan doesn't cover this information.

Personal Resume [PDF]

Fill out this form with the applicant's personal resume information.

IRS Form 4506T, Request for Transcript of Tax Return [PDF]

Standard IRS form to request transcripts of past business tax returns.

Schedule of Indebtedness [PDF]

Summary of all business debts currently outstanding.

Affiliate Business Information [PDF]

Information about any entity or business you own or control.

Jobs Information Sheet [PDF]

A short form to tell us how many employees you have and how many jobs might be created.

SBA Form 413 Personal Financial Statement [PDF]

A form to detail your current personal financial statement.

Application and Legal Fee Agreement [PDF]

An agreement to allow WBD to collect a standard loan processing fee. Requires signature.

Two year projections [XLSX]

Use this spreadsheet to assist you in setting your projections.

Monthly Income Statement [XLSX]

Use this spreadsheet to help complete #9 on the checklist.

SBA Form 1244 Part C [PDF]

Part of a 504 loan application, statement required by law and executive order.

Aging of Accounts [PDF]

A form to summarize the aging of accounts receivable and accounts payable.

Owners and Key Management Information [PDF]

Required for each stockholder owning 20% or more of stock as well as officers.

Notice About Identification Procedures [PDF]

This is a short notice about the kinds of identification information we'll be asking for during the 504 Loan application process.

Application Checklist [PDF]

Use this form to ensure you have everything you need to submit a 504 Loan application.

Loan Structuring [PDF]

Details on how a 504 loan can be structured: eligible businesses, eligible uses, etc.

Jobs Information Sheet [PDF]

A short form to tell us how many employees you have and how many jobs might be created.

Affiliate Business Information [PDF]

Information about any entity or business you own or control.

SBA Form 413 Personal Financial Statement [PDF]

A form to detail your current personal financial statement.

Owners and Key Managers Form [PDF]

Required for each stockholder owning 20% or more of stock as well as officers.

Schedule of Indebtedness [PDF]

Summary of all business debts currently outstanding.

Personal Resume [PDF]

Fill out this form with the applicant's personal resume information.

IRS Form 4506T, Request for Transcript of Tax Return [PDF]

Standard IRS form to request transcripts of past business tax returns.

Business History & Market Summary [PDF]

Short form to summarize applicant business description, history, and market - to use if you don't have a business plan or your business plan doesn't cover this information.

Business Survey Form [PDF]

Short form to summarize business and project information.

Refinance Eligibility Checklist [PDF]

Use this checklist to see if you qualify for 504 loan refinancing.