Loan Application Checklist, Small Business Loan Intake Form Etc.

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Loan Application
Checklist
The SAGE Grow Eastside Fund is a subsidiary of the Grow America Fund (GAF). GAF is a national
Community Development Financial Institution focused on providing flexible and patient expansion loans to
healthy and growing small businesses, manufacturers and distributors. GAF is an approved SBA 7(a) PLP
lender and follows appropriate SBA lending practices.
WHAT DO I NEED TO SUBMIT IN ORDER TO BE CONSIDERED FOR A LOAN?
In order to properly review your loan request, please submit the following items:
1.
Attached Loan Intake form.
2.
2012, 2013 and 2014 Federal Tax Returns (please provide entire copy) for primary business
applicant, and any other affiliated companies.
Note: If the business has not yet filed 2014 tax returns, submit 2011, 2012, and 2013 returns, along
with year-end statements for 2014.
3.
2015 interim financial statements not older than 60 days, including:
a.
Income Statement and Balance Sheet
b.
A/R Aging report
c.
A/P Aging report
(Please ensure all reports cover consistent time frames.)
4.
Current debt schedule (template attached)
5.
Completed SBA and GAF forms (attached)
SBA Form 413 – Personal Financial Statement for any principal with 20% or greater
ownership
SBA Form 912 – Statement of Personal History for every principal with 20% or greater
ownership
SBA Form 1919 – Borrower Information for every principal with 20% or greater ownership
IRS Form 4056-T – Request for Transcript of Tax Return
Completed GAF credit release form
6.
Information relating to the project (ie: construction proposals, equipment estimates, etc.)
You may reach out with questions, or submit these items via:
Email:
Mobile:
(718) 578-5804 (M)
Phone:
(212) 682-1106 (O)
Address:
Jose R. Borges,
SAGE Grow Eastside Fund
Loan Officer
220 Chestnut
San Antonio, TX 78202

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