Expedite your loan review by gathering the following documents. We’ll request these files after you submit your loan application.
SBA 7(a) Loans
Most Recent Business Tax Return (if current year is on extension, provide proof of extension)
Most Recent Personal Tax Return for majority owner (if current year is on extension, provide proof of extension)
Business Bank Statements for the past six months
Business Debt Schedule, if applicable
Most Recent Business Credit Card(s) Statement(s), if applicable
- Most Recent Affiliated Business Tax Return if your business(es) meet SBA affiliation criteria
- Other Business Documents
- Corporate Bylaws / Operating Agreement if applicable
- Active Lease Agreement if applicable
- Schedule of Furniture, Fixtures and Equipment if applicable
Majority Owner Not a US Citizen
If a 20% or more owner is not a U.S. citizen, but is a lawful permanent resident, the following are required:
- Copy of Permanent Resident Card (front and back)
- USCIS Verification & Authorization Letter
Note: Please note that once your application is submitted, we will provide you with the USCIS Verification & Authorization Letter for you to complete. Please physically sign this form with blue ink and return to us.
NEWITY Growth Term Loans
Most Recent Business Tax Return (if current year is on extension, provide proof of extension)
Business Bank Statements for the past twelve months
Business Debt Schedule, if applicable
Apply for a business loan today