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Forms for Business Lending Programs

 

 

 

 

 

 

 

Here you find forms and guides used during the application process for PADD's loan programs. If you are looking for flyer's, brochures or fact sheets for that (or any other) program, please click here. For forms that are used during the application process for a grant or loan guarantee through the "USDA Section 9007 - Rural Energy for America Program", please click here. The "Disclamer Note" for all our forms and other materials provided as a download can be found here.

 

 

 

 

 

 

System Requirements for provided downloads and explanation of icons:

 

Adobe Acrobat 7.0 File or newer (non-fillable; blank printout version only) ... PDF

Adobe Acrobat 7.0 File or newer (fillable; file will do some calculations for you) ... PDF

Microsoft Word 2003 File or newer (fillable) ... DOC

Microsoft Excel 2003 File or newer (fillable) ... XLS

Compressed Archive; contains files with other system requirements (see above) ... ZIP

 

Please click on the link(s) next to the form title in order to initiate the download. All Forms provided on this website are fillable (except the blank printout versions); which means you can complete all forms on the computer. Some forms will do some basic calculations for you. If you have problems downloading a form, please contact us at bizloans@purchaseadd.org and request the form to be sent to you.

 

 

 

 

 

 

ALL PROGRAMS

Counseling Forms

Counseling Information Form (Client Intake Form)

PDF

PDF

DOC

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LOAN PROGRAM FORMS (PADD)

Guides / Packages

Proposal / Evaluation Package (includes all files marked with *)

PDF

PDF

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Financial Package (includes all files marked with **)

PDF

PDF

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Guide - Application Process 101

PDF

PDF

DOC

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Guide - Collateral 101

PDF

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DOC

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Guide - Financial Projection 101

PDF

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DOC

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Guide - Business Plan Layout (Short)

PDF

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DOC

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Guide - Business Plan Layout (Full)

PDF

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DOC

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Guide - Establishing a Business in Kentucky

PDF

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Guide - The Kentucky Business Guide

PDF

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Form Packages

All .pdf - Forms in one Package (no 3rd Party Forms)

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ZIP

All .doc - Forms in one Package (no 3rd Party Forms)

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ZIP

All .xls - Forms in one Package (no 3rd Party Forms)

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ZIP

All Forms (.pdf / .doc / .xls) in one Package (no 3rd Party Forms)

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ZIP

 

 

 

 

 

 

General Forms

Evaluation Agreement *

PDF

PDF

DOC

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Authorization to Release & Collect Information *

PDF

PDF

DOC

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Fee Agreement (Disclosure)

PDF

PDF

DOC

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Application Forms

Loan Application Form (except SBA 504)

PDF

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DOC

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Loan Application Package (SBA 504 Only)

PDF

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Financial Information Forms

Personal Financial Information

PDF

PDF

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Twelve Months Projections

PDF

PDF

DOC

XLS

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Three Years Earning Projections

PDF

PDF

DOC

XLS

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Aging Summary Accounts Receivable & Payable

PDF

PDF

DOC

XLS

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Balance Sheet (3 Year Projections Only)

PDF

PDF

DOC

XLS

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Balance Sheet (Historical + 3 Year Projections)

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XLS

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Fixed Assets Depreciation Worksheet

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XLS

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Loan Calculator Worksheet

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XLS

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Debt Schedule

PDF

PDF

DOC

XLS

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Schedule of Collateral

PDF

PDF

DOC

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Financing Information

PDF

PDF

DOC

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Building Construction and Renovation Cost

PDF

PDF

DOC

XLS

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Detailed Project Cost Breakdown

PDF

PDF

DOC

XLS

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Other Forms / Worksheets

Anti Lobbying Certification

PDF

PDF

DOC

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Employment Impact

PDF

PDF

DOC

XLS

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Environmental Questionnaire Form

PDF

PDF

DOC

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EXTERNAL (3RD PARTY) AGENCIES FORMS

U.S. Department of Agriculture (USDA) Forms

RD-400-1 - Equal Opportunity Agreement

PDF

PDF

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RD-400-3 - Notice to Contractors and Applicants

PDF

PDF

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RD-400-4 - Assurance Agreement

PDF

PDF

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RD-400-6 - Compliance Statement

PDF

PDF

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RD-1940-20 - Request for Environmental Information

PDF

PDF

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RD-4279-2 - Certification of Non-Relocation

PDF

PDF

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AD-1048 - Certification Regarding Debarment ...

PDF

PDF

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Small Business Administration (SBA) Forms

SBA 912 - Statement of Personal History

PDF

PDF

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SBA 413 - Personal Financial Statement

PDF

PDF

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SBA 649 - Listing Collateral Documents

PDF

PDF

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SBA Form 4 - Schedule of Collateral

PDF

PDF

DOC

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SBA Agreement of Compliance

PDF

PDF

DOC

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SBA 1244 - Statements and Disclosures

PDF

PDF

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Internal Revenue Service (IRS) Forms

IRS W9-1007 - Request for Taxpayer Identification

PDF

PDF

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IRS 4506 - Request a Copy of Tax Return

PDF

PDF

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IRS 4506-T - Request for Transcript of Tax Return

PDF

PDF

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U.S. Citizenship and Immigration Services (USCIS) Forms

USCIS Release Form

PDF

PDF

DOC

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USCIS G-845 Document Verification Request

PDF

PDF

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Page last updated on Dec 16, 2011 at 11:29 AM.