Get Loan Application - Celtic Bank

Completing the Loan Application for Celtic Bank online can be a straightforward process when you know what to expect. This guide provides clear steps that will help you navigate the form effectively, ensuring all necessary information is provided correctly.

Follow the steps to complete the Loan Application efficiently.

1. Click ‘Get Form’ button to obtain the form and open it for editing.
2. Fill in the loan partner source code and participating bank partner code, if applicable. If you have a counselor, include their name and contact information.
3. In the loan purpose section, clearly state the reason for the loan request. If your business has been operational for less than 24 months, ensure that borrower funds account for at least 10% of the total capital needs.
4. Provide your company’s name and address, including the physical and mailing addresses if they differ. This should be accompanied by your EIN number.
5. Indicate the date the business moved to the current location, and provide your business website address along with the primary phone and email contact details.
6. Select your type of business entity and describe the nature of your business. Provide the NAICS code relevant to your operations.
7. State when your business began operations, the number of current employees, and how long you have owned the business.
8. Discuss job creation and retention objectives, including whether any products or services will be exported and provide export sales estimates if applicable.
9. Complete contact information for a primary contact person, indicating their title and whether they are an owner of the business.
10. Fill in financial information, detailing gross sales for the last two years and whether your business is for profit or not-for-profit.
11. Complete principal information for all owners of 20% or more of the business, including their personal information, percentage of ownership, and citizenship status.
12. Update current residence information, including annual household income and housing details.
13. Review the application for accuracy and completeness before signing. Ensure to attach any required documents as specified in the form.
14. Finally, save the changes, and choose to download, print, or share the completed form as needed.

Begin filling out your Loan Application for Celtic Bank online today to get started on your financial journey.