Please click here for a printable checklist.     3495 Vadnais Center Dr. Vadnais Heights, MN 55110 Phone: 651.481.8081 Toll Free: 888.481.4504 Fax: 651.481.8280 SBA 504 CHECKLIST AND FORMS PROJECT INFO. Project Profile Purchase Agreement Construction Bid Equipment Quotes BUSINESS INFO. History & Nature of Business Previous two years Financial Statements and Corporate Tax Returns Tax Transcript Request (SBA Form 4506) Interim Financial Statement (include aging of A/R and A/P) Two Year Proforma Income Statement Debt Schedule PERSONAL INFO. Personal Questionnaire Statement of Personal History (SBA Form 912) Personal Financial Statement (SBA Form 413) One Year Personal Tax Return Resume MISC. INFO. Corporate Organizational Documents for Borrowing Entity and Operating Company Schedule of Previous or Existing SBA Loans Affiliate or Subsidiary Companies (include Two years Financial Statements and Tax Returns, and number of employees) Franchise Agreement New or Start-up Businesses must provide a detailed Business Plan that includes Monthly Cash Flow Analysis for three months beyond breakeven or at least 12 months Lease (Lease Guidelines) BANK INFO. Bank Commitment Letter (Sample) Appraisal Environmental Report (Environmental Questionnaire) Itemization of Soft Costs (Include Professional Fees, Contingency, and Interim Interest) Credit Reports for all Owners