List of Loan Documents

This is a list of the loan documents Community Capital New York needs to process a successful business loan application.

If you are an Existing Business (in operation more than 12 months):

  • Business Plan (less than three years in business) ( PDF / In Spanish )
  • Business Plan Summary (more than three years in business) ( PDF / In Spanish )
  • 12- month Cash Flow Projection ( Excel / In Spanish )
  • Two years of Personal & Business Federal tax returns
  • Business Income Statement   ( English / In Spanish )
  • Household Income Statement ( English / In Spanish )
  • Personal Finance Statement ( English / In Spanish )
  • Loan Budget Sources and Uses for your requested loan amount ( English / In Spanish )
  • Business Assets For New and Existing Businesses (Excel / In Spanish )
  • Last paystub
  • Most recent utility bill (home and business)
  • 3 most recent months of business bank statements
  • 3 most recent months of personal bank statements
  • Proof of any other source of income, such as child support, rental income
  • Business Organizational Documents and Business Certificate
  • Photocopy of id (driver’s license, passport, resident card)

If you are a Start-Up Business (12 months or less) :

  • Business Plan Outline  ( Word document / PDF / In Spanish )
  • 12- month Cash Flow Projection ( Excel / In Spanish )
  • Household Income Statement ( English / In Spanish )
  • Personal Finance Statement  ( English / In Spanish )
  • Loan Budget Sources and Uses for your requested loan amount ( English / In Spanish )
  • Business Assets (if any)  ( Excel / In Spanish )
  • Two years of personal Federal tax returns*
  • Proof of any other source of income, such as child support, rental income
  • Most recent utility bill
  • Last paystub
  • Most recent utility bill (home and business, if any)
  • 3 most recent months of business bank statements (if any)
  • 3 most recent months of personal bank statements
  • Business Organizational Documents and Business Certificate
  • Photocopy of id (driver’s license, passport, resident card)
  • Other

* Please note, you may be requested to submit additional documentation, as requested.

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