Buying commercial real estate?

Application Checklist:

Financial Information:

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

Additional Items for Commercial Real Estate purchase:

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.