800-622-3631
Routing #: 314978543
Search
800-622-3631
Routing #: 314978543
Search
Arrow

What financials are required for a business loan?

June 11, 2025
Est. Reading: 1 minute
  • Personal and business tax returns (most recent three years) 
  • Personal Financial Statement 
  • Year to date balance sheet and profit/loss statement
  • Copies of current leases (if applicable)
  • Debt Schedule (if applicable)

Related Topics

Did Rally send me a text message?

January 23, 2026
Rally Credit Union does send SMS text messages to our...
Read More

What is the One Big Beautiful Bill Act?

January 20, 2026
The One Big Beautiful Bill Act is a federal tax reform package...
Read More
cross