Borrower Forms
We aim to make your business borrowing experience as convenient as possible. View the information below to get started today!
BORROWERS ACH FORM
With Shoreham Bank’s ACH Program, your loan payments are automatically deducted from your checking or savings account and are applied to your loan monthly, as of the date of the scheduled ACH withdrawal.
PERSONAL FINANCIAL STATEMENT
SBA uses the information required by this Form 413 as one of a number of data sources in analyzing the repayment ability and creditworthiness of an application for an SBA guaranteed 7(a) or 504 loan or a guaranteed surety.
BUSINESS DEBT SCHEDULE
The schedule should include loans for contracts/notes payable and lines of credit, not accounts payable or accrued liabilities.
IRS 4506-C TRANSCRIPT FORM
Use Form 4506-C to order a transcript or other return information free of charge. See the product list below. You can quickly request transcripts by using our automated self-help service tools. Please visit us at IRS.gov and click on “Get a Tax Transcript...” under “Tools” or call 1-800-908-9946. If you need a copy of your return, use Form 4506, Request for Copy of Tax Return. There is a fee to get a copy of your return.
Renovation fund request
For loans that include loan proceeds for Restricted Working Capital/Renovation Funds, written request for disbursement/reimbursement of funds is required.
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If seeking funds to pay a vendor, please provide the invoice and payment instructions for the vendor
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If seeking reimbursement funds, please provide the invoice, proof of payment and payment instructions for reimbursement