About Us Manage My Account Become a Member Careers Locations Contact Us ONLINE BANKING LOGIN Bank Prepare Borrow Learn Business Home Business > Applications & Forms Applications & Forms Below you will find several forms and applications you may need during the loan process. Please contact your relationship manager at 1-800-950-8850 if you have a question on any of these documents. Small Business Loans For commercial loan relationships up to $250,000 Small Business Loan Checklist Small Business Loan Application Small Business Personal Financial Loan Statement Commercial and Industrial Loans – Term Loans, Equipment Loans, Vehicle Loans, Lines of Credit For commercial loan relationships over $250,000 Commercial Loan Application Personal Financial Statement Other information that may be needed: Business Financial Statement – Balance Sheet, Profit & Loss Statement (last three years) Personal Tax Returns (signed) with all attached Schedules (last three years) Accounts Receivable Aging Report Accounts Payable Aging Report Business Plan (to include 12 months Sales and Expense Projection) -If new business venture Corporate/Partnership/Trust Agreement Documents Listing of Existing Debt, complete with creditor names, addresses and telephone numbers Commercial Real Estate Loans – Commercial Property Mortgage Loans, 5+ Multi-family Mortgage Loans Commercial Loan Application Personal Financial Statement Other information that may be needed: Business Financial Statement – Balance Sheet, Profit & Loss Statement (last three years) Personal Tax Returns (Signed) with all attached Schedules (last three years) Copy of Environmental Report Copy of Appraisal Corporate/Partnership/Trust Agreement Documents Leases (Self, Tenants) Purchase & Sales Agreement Home Mortgage Disclosure Act (HMDA) Form Business Plan (to include 12 months Sales and Expense Projection) - For new construction loans Listing of Existing Debt, complete with creditor names, addresses and telephone numbers Additional Forms and Applications Borrower Certification and Authorization Small Business Administration Tax Verification Form Construction Loan Application Checklist Insurance and Financial Services Disclosure Bank Borrow Small Business Retirement Bank at Work Links & Resources Applications & Forms Bank Account Access Resources Prepare Financial Planning Insurance Services Resources Borrow Consumer Loans Mortgage Business Lending Learn Fraud Prevention Community Outreach Scholarship Seminars & Events Calculators Business Bank Borrow Small Business Retirement Bank at Work Links & Resources Applications & Forms Routing # 011400149 NMLS ID# 690869 Member Contact Center: 1-888-786-2791 Card Support Center: 1-877-268-2612 Card Dispute Support: 1-877-504-3009 Main Office: 1-800-950-8850 Automated Telephone Banking: 603-647-1177 200 McGregor Street Manchester, NH 03102 © 2021 St. Mary's Bank. All rights reserved Federally Insured by NCUA Contact Us Make a Loan Payment Privacy Policy Account Disclosures Consumer Schedule of Fees Site Disclosure Sitemap