interested in leasehold improvements / construction?

Application Checklist:

Financial Information:

  1. Three years Business and Personal Federal Tax Returns (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 Leasehold Improvements/Construction:

  • Completion of Environmental Risk Questionnaire (to be completed by the Seller of the Real Estate), if the purchase of real estate is part of transaction
  • Copy of Construction Breakdown
  • Copy of General Contractor's License
  • Copy of General Constractor's Resume
  • Plans and Permits

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

    Helpful Resources and Forms
  • Regular Mail - 361 Town Center West, Santa Maria, CA 93458, 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 Town Center West Office.
  • Email - Please remember to password protect your confidential and valuable information.
  • Fax - (805) 346.8049, 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.