Loan Application

Supporting Documentation

Application Checklist

• General Business Information
  1. General Business and Project Information
  2. Authorization to Release Information
  3. History of Business
  4. Source of Capital Injection
  5. Source of Collateral
  6. Environmental Questionnaire
  7. Request for Copy or Transcript of Tax Form
     • [For Business Tax Returns Only: Sign Only, do not date or fill out]
• Business Financial Information
  1. Business Federal Tax Returns
     • [For Prior 3 years: include all schedules and remember to sign and date the top page *In blue ink*]
  2. Interim Financial Statements
     • [No older than 60 days of the date of application; and remember to sign and date the top page *In blue ink*]
  3. Two Year Proforma
     • [2 years of projected profit and loss statements]
  4. Accounts Receivable Aging
     • [Same date as interim financial statements; and remember to sign and date the top page *In blue ink*]
  5. Accounts Payable Aging
     • [Same date as interim financial statements; and remember to sign and date the top page *In blue ink*]
  6. Schedule of Business Debt
     • [See Form in packet; date and dollar figures must match interim financial statements]
• Personal Information
  1. Personal Federal Tax Returns
     • [For Prior 3 years: include all schedules and remember to sign and date the top page *In blue ink*]
  2. Personal Financial Statement
  3. Statement of Personal History
  4. Manager and/ or Owner Profile

Remember to sign and date all forms and documents, even if previously signed.

Thank you for applying for a loan with Penn Commercial Capital. Our loan officers are currently reviewing your information. In the meantime please review the additional information that may be needed for your specific loan request. We can provide you with a supplemental checklist designed to expedite your request through credit approval and loan closing