Platinum Business Checklist
Noted below are typical items necessary for us to become familiar with your business. The list is not meant to be all inclusive, but will provide us with a good starting point:
- A description of your need or business plan
- A recent personal financial statement.
- Three years of business tax returns
- Three years of personal tax returns, including K-1s for all business owners
- A most recent interim balance sheet and income statement.
- Completed loan application
Platinum SBA Business Checklist
Noted below are typical items necessary for us to become familiar with your business. The list is not meant to be all inclusive, but will provide us with a good starting point:
- A description of your need or business plan
- A recent personal financial statement.
- Three years of business tax returns
- Three years of personal tax returns, including K-1s for all business owners
- A most recent interim balance sheet and income statement.
- Completed loan application
- Form 4506-T completed for business applicant
- Form 1919 completed for all owners
Platinum Consumer Checklist
- A description of your loan request
- Completed loan application
- Driver’s license or state issued identification card
- Three years of federal tax returns, including K-1s
- Most recent W2 and current paystub
- Most recent hazard insurance declaration page
