Small Business Loan Documents

Please download and complete the following templates. These documents must be completed and uploaded to your application in order to submit it to us. Once you have completed the templates, return to your application and upload them in the appropriate place.

Click the button(s) below to download the spreadsheet.  You can use Microsoft Excel or Google Sheets to enter your information.

Personal Financial Statement
Personal Financial Statement
Household Income Statement
Household Income Statement
Balance Sheet**
Balance Sheet**
Profit and Loss Statement**
Profit and Loss Statement**

** These documents are only required if your business has been operational for at least 12 months.  If you use QuickBooks or other accounting software that produces a Balance Sheet and Profit & Loss Statement, you can upload those rather than using our templates.

If you have questions, please contact your loan officer. If you are not working with a loan officer yet, please contact info@communitycapitalny.org