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andattachments completed  \n·  Purchase agreement with asset allocation  \n·Business plan  \n·Business income projections with assumptions  \n# BUSINESS INFORMATION\n\n·Seller tax returns(3 years)  \n·Interim financial statement(not older than 60days)  \n·Fiscal year-end financial statements(3 years,if available)  \n·Federal tax returns:schedules,statements,K-1s(3 years)  \n# REAL ESTATE LOANS\n\n·Interim financial statement(not older than 60days)  \nFor all real estate secured loans:  \n·Owner occupancy %  \n·Accounts receivable and accounts payableagings(if applicable,same date as businessinterim financial statement)  \n·Copies ofall tenant leases,if applicableFor purchase:  \n·Purchase agreement or letter of intentFor refinance:  \n·  Last 2 months'business checking accountstatements  \n·Copy of note(s)to be refinanced  \n·Copy of business lease(s)if applicable  \n·Copy of most recent loan statementtFor construction/Improvements:  \n# AFFILIATE INFORMATION (as applicable)\n\n·  Description of project(include sq.ft.)  \n·  Borrower's estimate of cost  \n·Fiscal year-end financial statements(3 years,if available)  \n·Preliminary floor plan and site plan  \n·Federal tax returns;schedules,statements,K-1s(3 years)  \n# PROJECT-SPECIFIC DOCUMENTS\n\n·Interim financial statement(not older than 60days)  \n·  Franchise agreement or UFOC  \n·If loan willbe used to start up or expand abusiness,copy of the business plan thatincludes two years of month-by-monthprojections and assumptions  \n·Description of business operation  \nLEGAL ENTITY DOCUMENTATION(Business andAffiliates)  \n·If loan will be used to refinance any existingloans,copy of the promissory note for eachloan to be refinanced  \nSee Legal Entity Documentation list  \nPRINCIPAL/GUARANTOR INFORMATION (for thosewith a 20%or more ownership interest in thebusiness)  \n·If loan project includes leasing a new location,provide a draft copy of the lease or sampleterms of lease  \n·For all 504 loans,complete CDC-specificdocumentation which will be provided  \n·Personal financial statement (not older than60 days)  \n·Federal tax returns;schedules,statements,K-1s(3 years)  \n·Last 2 month of personal bank statements  \n·Form 1919  \n·  Business Resumé form  \nThank you for the opportunity to work with you on this request.","cbCaijh54HCPAU4h","https://ap.wps.com/l/cbCaijh54HCPAU4h","pdf",133807,"English","# LOAN REQUEST\n## BUSINESS ACQUISITION/STOCK BUYOUT\n# BUSINESS INFORMATION\n# REAL ESTATE LOANS\n# AFFILIATE INFORMATION (as applicable)\n# PROJECT-SPECIFIC DOCUMENTS\n## LEGAL ENTITY DOCUMENTATION (Business and Affiliates)\n## PRINCIPAL/GUARANTOR INFORMATION (for those with a 20% or more ownership interest in the business)","[{\"question\":\"SBA贷款申请需要哪些核心文件？\",\"answer\":\"需要SBA Loan Request Package（含所有表格与附件）、购买协议及资产分配（如适用）、商业计划书，以及基于假设的业务收入预测。\"},{\"question\":\"企业财务与税务文件的主要时间要求是什么？\",\"answer\":\"企业的阶段性财务报表需在60天内；税务申报通常要求提供3年期资料，包括卖方税表、联邦税回及其附表/报表与K-1等。\"},{\"question\":\"涉及房地产抵押或租赁时应提供哪些材料？\",\"answer\":\"房地产抵押相关需提供业主自住比例、应收与应付账款账龄（如适用），租赁合同副本（如适用），以及购买/再融资/建设改造场景对应的协议、对账单与贷款报表等文件。\"},{\"question\":\"担保人或主要股东的文件清单包含哪些内容？\",\"answer\":\"主要股东（20%或以上）需提供个人财务报表（不超过60天）、联邦税回及其附表/报表与K-1、最近两个月个人银行对账单，以及Form 1919等；如项目包含新地点租赁，还需提供租赁草案或示例条款。\"}]","SBA Loan Request Checklist | PDF",1790122084]