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Starting a Business: Loan Intake Form
A major obstacle to starting your own business is obtaining financing. The loan process can be significantly simplified if you take a proactive approach: locate and make copies of relevant documents prior to meeting with you finance officer or bank. Below is a list of information you should be ready to provide your finance officer or bank upon your initial visit.
Company: Name: ____________________ Phone: ____________________ Address: ____________________ Fax: ____________________ City/State/Zip: ____________________ E-Mail: ____________________ Other Locations:
Address: ____________________ Address: ____________________ City/State/Zip: ____________________ City/State/Zip: ____________________ Type of Entity:
Sole Proprietorship? _____ Partnership? _____ Corporation? _____ Limited Liability Co.? _____ Other? _____ Company Information:
Date started business: __________ Number of partners: __________ (If partnership) Number of shareholders: __________ (If corporation) Number of members: __________ (If LLC) Trade or Assumed Name: __________ Federal Tax I.D. No.: __________ State Tax I.D. No. __________ Company Management:
Name: ____________________ Name: ____________________ Title: ____________________ Title: ____________________ Address: ____________________ Address: ____________________ City/State/Zip: ____________________ City/State/Zip: ____________________ Ownership Interest:________________ Ownership Interest:________________ Name: ____________________ Name: ____________________ Title: ____________________ Title: ____________________ Address: ____________________ Address: ____________________ City/State/Zip: ____________________ City/State/Zip: ____________________ Ownership Interest:________________ Ownership Interest:________________ Banking Relationships: Bank 1 Name: ____________________ Address: ____________________ City/State/Zip: ____________________ Checking? _____ Savings? _____ Lockbox? _____ Other? _____ Loan 1: Amount: $___________________ Due Date: ____________________ Collateral: ____________________ Guarantor: ____________________ Loan 2: Amount: $___________________ Due Date: ____________________ Collateral: ____________________ Guarantor: ____________________ Bank 2 Bank: ____________________ Address: ____________________ City/State/Zip: ____________________ Checking? _____ Savings? _____ Lockbox? _____ Other? _____ Loan 1 Amount: $___________________ Due Date: ____________________ Collateral: ____________________ Guarantor: ____________________ Loan 2 Amount: $___________________ Due Date: ____________________ Collateral: ____________________ Guarantor: ____________________ Accountant: Name: ____________________ Company" ____________________ Address: ____________________ City/State/Zip: ____________________ |
FAQs
- I think an investor may be interested. What do I need to consider?
- Are there any government programs that will help me?
- I've heard that my state offers special loan programs. What are they, and how can I find out more about them?
- What do I need to consider if I want to get a loan from family and friends?
- How do I go about financing my business?
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