Forms

Applying for an SBA 504 Loan is as easy as applying for a conventional bank loan. There are only a couple of additional documents required by SBA that are not used by any bank. All other information is shared between Capital CDC and the bank of your choice. View a checklist here.

Note: Please contact us before completing the forms.

We can discuss your business and your financing needs, make an appointment, or mail you the appropriate application. You can get a head start in the process by gathering historical financial information on you and your business as well as a summary of your project or financing needs.

How long will it take?

SBA 504 Loans are typically approved in two to three weeks. However, a pre-qualification can often be issued within a few days after receipt of limited financial information.

SBA 504 LOAN APPLICATION and FORMS*

• Checklist of Information Required for SBA 504 Loan
• SBA 504 Loan Application
• SBA Form 1244 Part C
• SBA 504 Assistance Agreement
• IRS Form 4506-T
• Personal Financial Statement (SBA Form 413)
• SBA 504 Loan Fees Disclosure Form - New Mexico
• SBA 504 Loan Fees Disclosure Form - Texas
• Statement of Personal History (SBA Form 912)
• Finance Not Available Elsewhere Template
• Authorization Agreement for Preauthorization Payments (Debits)
• Closing Checklist

*NOTE: To view the PDF files, you must have Adobe Acrobat installed on your computer. If you do not have it, please click on the icon below to download it for free.

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