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Business Credit Application

Our application process really is as easy as 1-2-3.

Completing the application process involves just three simple steps:

Step 1: Gather the following documents and information.

Business Information:

Business Tax Identification Number (TIN).
Date business was established.
Business Address (physical location, no P.O. boxes).
Business checking and savings account numbers and balances.
Financial statements detailing annual revenues/sales and Balance Sheet.
Interim financial statements (if annual statement is 6 months old or older).
Detailed Asset & Equipment Schedule, and Accounts Payable Aging Report may be required for some loans.

Personal information:

Personal financial statement.
Social Security number(s).
Annual household income(s).
Personal checking and savings account numbers and balances.

Step 2: Download the credit application and personal financial statement

Adobe Acrobat Reader must be installed on your computer to receive downloads. If you do not have Adobe Acrobat Reader installed you can download it free.

Step 3: Print and complete the Application Forms

Bring completed forms, plus your other financial statements when you meet with your North Shore Bank Business Banker.