{"id":5529,"date":"2016-04-04T10:48:01","date_gmt":"2016-04-04T15:48:01","guid":{"rendered":"https:\/\/content.findlaw-admin.com\/ability-law\/smallbusiness\/starting-a-business\/startup-loan-intake-form.html"},"modified":"2026-04-28T23:45:00","modified_gmt":"2026-04-29T04:45:00","slug":"startup-loan-intake-form","status":"publish","type":"page","link":"https:\/\/www.findlaw.com\/smallbusiness\/starting-a-business\/startup-loan-intake-form.html","title":{"rendered":"Information Needed for a Startup Loan Application"},"content":{"rendered":"\n
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Information Needed for a Startup Loan Application<\/h1>\n\n
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Created by FindLaw’s team<\/a> of legal writers and editors<\/i><\/p>\n\n | Last updated\n

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The last updated date refers to the last time this article was reviewed by FindLaw or one of our contributing authors<\/a>. We make every effort to keep our articles updated. For information regarding a specific legal issue affecting you, please contact an attorney in your area<\/a>.<\/em><\/p>\n\n <\/div>\n <\/details>\n<\/section>\n\n\n

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To apply for a startup loan, business owners must provide a number of documents for banks and lenders such as:<\/p>\n

Proof of Legal Business Entity:<\/strong> Formation paperwork for the LLC or corporation.<\/p>\n

Tax Identification Numbers:<\/strong> Employer Identification Number (EIN) with the IRS and state taxpayer identification numbers.<\/p>\n

Management Structure:<\/strong> Details of owners and managers involved in the company.<\/p>\n

Financials:<\/strong> Balance sheet and profit and loss statements.<\/p>\n

A business formation attorney or CPA can be instrumental in putting together your documentation for a startup loan.<\/p>\n\n <\/div>\n\n\n\n

After a lot of thinking, you have made the decision to start your own business<\/a>. You’ve charted out your course with a carefully crafted business plan, chosen your business name, launched the website, picked the type of entity you’d like to form, and have your eye on an office location. The only major obstacle in the way of starting your business is obtaining financing.<\/p>\n

To get started, use the following form to gather the information your lender will require for the application process. More information about applying for a startup loan can be found in the Start-Up Financing<\/a> section.<\/p>\n\n\n\n
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Company<\/i><\/b><\/p>\n

Name: ____________________ Phone: _________________________<\/p>\n

Address: ____________________ Fax: _________________________<\/p>\n

City\/State\/Zip: ____________________ E-Mail: ____________________<\/p>\n

Other Locations<\/i><\/b><\/p>\n

________________________________________________________<\/p>\n

________________________________________________________<\/p>\n

________________________________________________________<\/p>\n

________________________________________________________<\/p>\n

Type of Entity<\/i><\/b><\/p>\n

Sole Proprietorship? _____<\/p>\n

Partnership? _____<\/p>\n

Corporation? _____<\/p>\n

Limited Liability Co.? _____<\/p>\n

Other? _____<\/p>\n

Company Information<\/i><\/b><\/p>\n

Date started business: __________<\/p>\n

Number of partners: __________<\/p>\n

(If partnership<\/i>)<\/p>\n

Number of shareholders: __________<\/p>\n

(If corporation<\/i>)<\/p>\n

Number of members: __________<\/p>\n

(If LLC<\/i>)<\/p>\n

Trade or Assumed Name: __________<\/p>\n

Federal Tax I.D. No.: __________<\/p>\n

State Tax I.D. No. __________<\/p>\n

Company Management<\/i><\/b><\/p>\n

Name: _______________________________________________<\/p>\n

Title: ________________________________________________<\/p>\n

Address: _____________________________________________<\/p>\n

City\/State\/Zip: __________________________________________<\/p>\n

Ownership Interest:_____________________________________<\/p>\n

Name: _______________________________________________<\/p>\n

Title: ________________________________________________<\/p>\n

Address: _____________________________________________<\/p>\n

City\/State\/Zip: __________________________________________<\/p>\n

Ownership Interest:_____________________________________<\/p>\n

Name: _______________________________________________<\/p>\n

Title: ________________________________________________<\/p>\n

Address: _____________________________________________<\/p>\n

City\/State\/Zip: __________________________________________<\/p>\n

Ownership Interest:_____________________________________<\/p>\n

Banking Relationships<\/i><\/b><\/p>\n

Bank 1<\/i><\/p>\n

Name: ____________________
Address: ____________________
City\/State\/Zip: ____________________
Checking? _____
Savings? _____
Lockbox? _____<\/p>\n

Other? _____<\/p>\n

Loan 1<\/i>
Amount: $___________________
Due Date: ____________________
Collateral: ____________________
Guarantor: ____________________<\/p>\n

Loan 2<\/i>
Amount: $___________________
Due Date: ____________________
Collateral: ____________________
Guarantor: ____________________<\/p>\n

Bank 2<\/i>
Bank: ____________________
Address: ____________________
City\/State\/Zip: ____________________
Checking? _____
Savings? _____
Lockbox? _____
Other? _____<\/p>\n

Loan 1<\/i>
Amount: $___________________
Due Date: ____________________
Collateral: ____________________
Guarantor: ____________________<\/p>\n

Loan 2<\/i>
Amount: $___________________
Due Date: ____________________
Collateral: ____________________<\/p>\n

Guarantor: ____________________<\/p>\n

Accountant<\/i><\/b><\/p>\n

Name: ________________________________________________<\/p>\n

Company: ______________________________________________<\/p>\n

Address: _______________________________________________<\/p>\n

City\/State\/Zip: ___________________________________________<\/p>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

Form your LLC with confidence.\u202fOur trusted partner LegalZoom has packages starting at $0 + filing fees.<\/a><\/i><\/b><\/p>\n

Financing Options<\/h2>\n

There are various options for financing<\/a>, each with their own advantages and disadvantages. Although it can be awkward or just not an option, family and friends are a great first step in raising capital; credit cards are another option. You can also get a loan<\/a> from a bank or other financial institution.<\/p>\n

Each source of financing will have its own risks and benefits. For example, credit cards are a convenient form of instant capital, but have relatively high interest rates (many card issuers have introductory low-interest periods, however). For more information on financing for small businesses, you can visit FindLaw’s section on Start-Up Financing<\/a>.<\/p>\n

Information for Initial Visit<\/h2>\n

The loan process can be significantly simplified if you take a proactive approach. Prior to meeting with your finance officer or bank, you should locate and make copies of all relevant documents. The information entered in the sample form above should be adequate for your finance officer or bank during the initial visit. Be sure to include any other information or documentation you believe may be relevant to receiving a startup loan.<\/p>\n

Getting Legal Help<\/h2>\n

Starting a business involves many tasks that can feel overwhelming at times. Failing to comply with all of the laws and regulations that are applicable to your business can result in negative consequences, such as fines and personal liability. If you would like help applying for a startup loan, or any other aspect of starting a new business, you should contact an experienced business organizations attorney<\/a> in your area.<\/p>\n

Looking to start your own business? Use FindLaw’s DIY forms<\/a>\u00a0to get a legal business entity set up in minutes.<\/p>\n\n\n

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