For transactions in excess of $50,000 the following financial statements should be submitted with the application:

• Last 2 year-end Financial Statements for the Business (P&L and Balance Sheet)
• Last 2 years of Federal Tax returns for the Business (please include all schedules)
• Interim Financial Statements for the Business where applicable (within 3 months)
• Current Balance Sheet for the Principal(s)
• Last 2 years Federal Tax Returns for the Principal(s)

Provide 3 years of the above for credit line in excess of $150K

Please also provide a long-term debt schedule listing open term debt accounts (i.e., existing loans & leases).  Include the following information: 

• Account numbers
• Date initiated
• Amount financed
• Monthly payment(s)
• Term (i.e., number of months)
• To whom payments are made (i.e., lenders and/or lessors))