top of page

What You Need to Apply 


Three years copies of your most recent business and personal tax returns and/or financial statements in addition to the information listed below:

  • Personal financial statement

  • Know the dollar amount, type of loan you are applying for, borrowing purpose and collateral information, if applicable

  • Information we'll need about your business:

    • Business Legal Name, Street Address, Phone Number, Email Address 

    • Type of business organization, year established, date acquired by the present owner and Industry Code (NAICS) 

    • Business Tax ID or Social Security number (sole proprietors only), Annual Sales/Gross Revenue, Number of Employees 

  • Information we'll need about each Business Owner: 
    NOTE: Each owner with 25% or more interest in the business is required as guarantor. 

    • Name(s), Home Address(s), Personal Phone Number(s), Personal Email Address(s), Social Security Number(s), Date(s) of Birth, Title(s), Ownership Percentage(s), Citizenship(s). 

    • Government-issued photo ID (Driver's License, US Passport, or a state-issued ID) may be requested for verification purposes. 


Important Information About Procedures for Opening a New Account 

To help the government fight the funding of terrorism and money laundering activities, Federal law requires all financial institutions to obtain, verify, and record information that identifies each customer that opens an account. What this means for you: when you open an account, we will ask you your name, address, date of birth and other information that will allow us to identify you. We may also ask to see your driver's license or other identifying information. 

For additional details or to apply, please email us at

bottom of page