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Small Business Loan Application

Free small business loan application checklist and form — the information a lender typically requests.

This free small business loan application covers Business Information, Loan Request, Financial Overview, Owner Information, Supporting Documents Checklist with 9 clearly marked [placeholder] fields to fill in — built for small businesses and individuals documenting a loan or expense putting financial terms in writing so both sides have a clear, shared record. Copy it into your own word processor, fill in the placeholders, and review it — or adapt it — before use. It's part of docstoc's free document template library, alongside business, legal, real estate, finance, and HR templates. Every template here is free to copy with no signup required, and each one carries a plain disclaimer: this is a starting point for informational purposes, not a substitute for advice from a licensed professional in your jurisdiction.

Template — click to edit

Small Business Loan Application

Business Information

Business name: [Name] · Entity type: [LLC/Corp/Sole Prop] Years in business: [Number] · Industry: [Industry] EIN: [Number]

Loan Request

Amount requested: [Amount] Purpose: [e.g. equipment, working capital, expansion] Requested term: [Duration]

Financial Overview

Annual revenue: [Amount] · Monthly revenue (recent average): [Amount] Existing business debt: [Amount]

Owner Information

Owner name(s): [Name(s)] · Ownership %: [%] Personal credit score range (if known): [Range]

Supporting Documents Checklist

  • [ ] Last 2-3 years of business tax returns
  • [ ] Last 3-6 months of bank statements
  • [ ] Profit & loss statement and balance sheet
  • [ ] Business plan (for newer businesses)
  • [ ] Personal financial statement
  • [ ] Business licenses/registration

Certification

I certify the information provided is accurate.

Signature: ______________________ Date: ____________

*Gathering the supporting-documents checklist BEFORE applying (not scrambling after a lender asks) is what actually speeds up approval — most delays in small business lending come from back-and-forth document requests, not the underwriting itself.*

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Edit directly in the box above. Download PDF anytime — the docstoc.io footer is always included and cannot be removed.

What's included

Who this template is for

Freelancers & solo founders

Handling routine business paperwork without commissioning custom legal drafting for every document.

Small businesses

Standardizing recurring documents — leases, agreements, notices — across a growing operation.

Anyone reviewing before signing

Using a clear starting structure to understand what a document should cover, even if a lawyer finalizes it.

Informal lending & reimbursements

Money changing hands between people or a business and its team, without a bank's paperwork.

FAQ

Is this small business loan application template really free?

Yes — this Small Business Loan Application template on docstoc is free to view, edit online, and download as a PDF with no account or signup required.

What does this small business loan application cover?

This finance template includes Business Information, Loan Request, Financial Overview, Owner Information. Fill in the [bracketed] placeholders, edit any clause online, then download a PDF — the docstoc.io footer stays on every export.

Is this legal advice?

No. This covers the standard structure, not the interest-rate limits, disclosure requirements, or tax implications that can apply depending on your state and the amount involved. Check those specifics with an accountant or financial attorney before you rely on it.

Can I edit the wording?

Yes. All 9 placeholder fields and every clause are editable right on the page — change what doesn't fit, then download an updated PDF anytime.

Where can I find more free templates like this?

Browse more free finance and related document templates in the docstoc library at /document-templates/.

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