Letter from Organization/Meeting Minutes from Organization
EIN Letter stating the TAX ID # of the Organization or IRS Certificate
Proof of business address, valid Identification and social security numbers for any beneficial owners and authorized signers
**If Organization is Incorporated, we will also need the following documents in addition to those above:
Certificate of Incorporation with State Filing Receipt
Corporate By laws
How do I apply for a business loan?
Applying for a business loan is easy. Just click here.
When you apply for a business loan, you will work directly with one of our experienced Member Business Loan Officers to discuss your loan needs.
Financial and Supplemental Information Requirements:
Three years financial statements, including income statements and balance sheets - either accountant prepared or tax returns
Interim financial statements, balance sheet, and income statement dated within 90 days of application
Three years of personal tax returns on all principals and guarantors
Current personal financial statement on all principals and guarantors
Need help growing your business? Check out the SBA
The U.S. Small Business Administration (SBA) was created in 1953 as an independent agency of the federal government to aid, counsel, assist and protect the interests of small business concerns, to preserve free competitive enterprise and to maintain and strengthen the overall economy of our nation. The SBA helps Americans start, build and grow businesses. Through an extensive network of field offices and partnerships with public and private organizations, SBA delivers its services to people throughout the United States.
Visions Federal Credit Union cannot open accounts for local governments or businesses/organizations that deposit public and/or municipal funds.
Organizations and/or owners must be eligible for membership. Check your eligibility at visionsfcu.org/join.
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