Sba Loan Application (Page 7 of 7) in pdf

Sba Loan Application Page 7

SBA Loan Application

SBA Forms Guideline

The following SBA Forms need to be completed and returned with your application.

They can be found on BankVista’s website below the SBA Loan Application.

SBA Form 413 – Personal Financial Statement

Both spouses (if applicable) need to sign and date

SBA Form 1919 – Borrower Information Form

A separate form needs to be completed by each 20% or more owner, officer, partner, and any key

employee of the business.

SBA Form 4506T – Request for Transcript of Tax Return

In order to process your loan request, you must complete SBA Form 4506T and return it to your lender.

Your lender will send the completed form to the proper IRS office for processing. The 4506T Form must

be completed only for the business and not the individual. Input your business information.

Effective 10/01/1994, the Small Business Administration was directed by Congress to require Internal Revenue

Service (IRS) tax return verification for all loan programs. This information is used to verify, to the greatest extent

possible, the financial information (financial statements or copies of tax returns) that were submitted by your small

business. This verification is required to ensure that the Bank and the SBA is relying on credible date when

making credit decisions.

Sba Loan Application Page 7