NYBDC Forms
 
The Loan Application Checklist is a tool for borrowers to accumulate the necessary information NYBDC will need to evaluate your business. Please include with your application any brochures that may explain your business. This represents the majority of the information required by our formal application. Your NYBDC loan officer can provide you with their thoughts about your project with this information prior to making a formal application for a loan.
 
The NYBDC Loan Application is a longer version of the above checklist.

 
SBA Loan Forms
 
Personal Financial Statement Form (SBA 413) - This form needs to be signed by the applicant and spouse (if applicable). Anyone who owns 20% or more of the business or operating company needs to complete.
 
Statement of Personal History Form (SBA 912) - All owners of the business and/or operating company needs to complete this form. If you are not a U.S. Citizen, you will need to attach a copy of your Registration Card.
 
Request for Transcript of Tax Return (4506-T) - Your NYBDC loan officer will complete the upper portion of this form for each company you own. The form must be signed by the President of the company.
 
Counseling Information Form (SBA 641) - Your NYBDC loan officer will assist you in completing the top portion of this form.
 
Debt Schedule - This form shows a list of your business loans; mortgages, equipment loans, vehicle loans, lines of credit, etc.
 
Management Profile - Resume - This is a simple resume format. It should be completed by each owner of the business. If you have your own resume format that will be acceptable.
 
U.S. SBA Application for Business Loan (SBA 4) - This form is to be used for a loan that will have an SBA Guarantee. Your NYBDC loan officer will assist you in completing this form.
 
Certification Regarding Debarrment (SBA 1624) - This form is to be used for a loan that will have an SBA Guarantee, it is not needed for a 504 Loan.
 
Application for Section 504 Loan (SBA 1244) - This form is to be used for a 504 Loan only. The borrower only completes Section C. Section C begins on page 8 and requires signatures on page 11. Your NYBDC loan officer will assist you in completing this form.
 
Seismic Letter - This form is for a 504 Loan, only when there is new construction of a building or the expansion of an existing building. The form would be signed by the borrower's building contractor or architect and confirms that the plans meet the federal seismic standards in the building code. This letter would be signed after the building is completed.