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tcm:9-59695

Documents Required to Apply for a Business Loan

Bring your required documents to your Union Bank Business Client Advisor.

Business Loan Type Required Documents
Conventional Real Estate Loan
  • Business Credit Application Package
  • 3 Years Most Recent Business Tax Returns OR Reviewed/Audited Financial Statements
  • Interim Balance Sheet & Profit/Loss - dated within 90 days
  • 3 Years Most Recent Personal Tax Returns and 2 years of K-1's
SBA 504 Real Estate Loan
  • Business Credit Application Package
  • 3 Years Most Recent Business Tax Returns OR Reviewed/Audited Financial Statements
  • Interim Balance Sheet & Profit/Loss - dated within 90 days
  • Accounts Receivable & Accounts Payable Aging
  • 3 Years Most Recent Personal Tax Returns and 2 years of K-1's
Term or Equipment Loan
  • Business Credit Application Package
  • 3 Years Most Recent Business Tax Returns OR Reviewed/Audited Financial Statements
  • Interim Balance Sheet & Profit/Loss - dated within 90 days
  • 3 Years Most Recent Personal Tax Returns and 2 years of K-1's
Line of Credit
  • Business Credit Application Package
  • 3 Years Most Recent Business Tax Returns OR Reviewed/Audited Financial Statements
  • Interim Balance Sheet & Profit/Loss - dated within 90 days
  • 3 Years Most Recent Personal Tax Returns and 2 years of K-1's
SBA 7(a)
Non-Profit
ACH
  • Business ACH Application
  • 3 Years Most Recent Business Tax Returns OR Reviewed/Audited Financial Statements
  • 12 Month Business Bank Statement (not needed if existing Union Bank client)
tcm:9-41626 Commercial Real Estate Loan More
Refinance your commercial real estate loan, or consider purchasing new property.