Want to Put Less Money Down and Get Lower Interest Rates?
Take Advantage of the SBA 504 Loan With WBD.
10 Year Fixed Rate
20 Year Fixed Rate
25 Year Fixed Rate
Complete Application Package [PDF]
All forms required to submit a 504 loan application, combined into one document. Individual forms available below.
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.
Complete Refinancing Package [PDF]
All the forms you'll need to refinance an SBA 504 Loan, combined into one document.
Owners and Key Managers Form [PDF]
Refinance Eligibility Checklist [PDF]
Use this checklist to see if you qualify for 504 loan refinancing.
4618 South Biltmore Lane
Madison, WI 53718
Phone: (608) 819-0390
Fax: (608) 819-0393
Toll Free: (800) 536-6799
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