Application Resources

Have you been asked to submit a form or document?

This page contains forms you may need to complete the application process, and links to resources.

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Channel Sabado, Glow Spa ROC LLC, Rochester, NY
Channel Sabado, Glow Spa ROC LLC, Rochester, NY

You only need some of these forms, depending on what type of loan you are applying for. Please only download the form you’ve been asked to submit, and follow the instructions you were given to send them to us once completed.

h Choosing Between SBA Loans and Conventional

h Elective Passive Company / Operating Company Lease

h General Insurance Requirements

h GFD Non-SBA Payment Instructions

h GFD SBA Payment Instructions

h List of Collateral and Value

h SBA Form 413—Personal Financial Statement

h SBA Form 1919—Borrower Information Form

h Sellers Section 2202 & Third Party Authorization

I Completing SBA Form 413

h Business Debt Schedule

h Demographic Information FAQs

h Identity Theft Declaration and Affidavit

h Timing Matters: When to Consider Life Insurance

h Tips for Completing Form SBA 1919 Successfully

h Tips for Preparing Interim or YE Business Financial Statements

h ACH Form—Non-SBA Loans

h ACH Form—SBA Loans

h Address Change

h Credit Bureau Reporting FAQs

h Landlord Waiver & Consent Form

h Request for Servicing Action

More Small Business Resources

1Plaid is a third-party technology utilized by Lendistry to verify and connect your financial accounts to our platform so customers may utilize our services. The use of personal information on or through Plaid’s technology is subject to its privacy policy. For further information, see Plaid’s Privacy Policy.

2Persona is a third-party technology utilized by Lendistry to verify an individual’s identity and protect against identity spoofing. The use of personal information on or through Persona’s technology is subject to its privacy policy. For further information, see Persona’s Privacy Policy.