refinancing debt?

Application Checklist:

Financial Information:

  1. 3-years Business and Personal Federal Tax Returns, including all schedules (state returns are not necessary)
  2. Current Interim Business Financial Statement (less than 90-days old)
  3. Business Debt Schedule (PDF) balanced to current Business Financial Statement
  4. Aging of Accounts Receivable and Payable (Excel) balanced to current Business Financial Statement
  5. Personal Financial Statement, SBA Form 413 (PDF)

Additional Items for Refinancing Debt:

  • Photocopy of Promissory Note(s) to be refinanced
  • Photocopy of most recent mortgage statement, showing unpaid principal balance

Return your documents and forms in the method most convenient for you:

    Helpful Resources and Forms
  • Regular Mail - 1035 State Street, Santa Barbara, CA 93101, attention: SBA Department
  • Drop Off at any Branch - We're in your neighborhood, please feel free to bring your information to any of our branch locations and request that your package be delivered to the SBA Department at the Santa Barbara Office.
  • Email - Please remember to password protect your confidential and valuable information.
  • Fax - (805) 967.3610, Attention SBA Department. If you choose to fax your confidential and valuable information,  we prefer if you do so during our office hours, 8:00 a.m. to 5:00 p.m.