Business Checklist

Capital Credit Union offers a wide array of financial services and is committed to working with you and your business to reach your personal and business goals. We appreciate the opportunity to assist you and ask that you provide the information listed below.

Have the following materials ready to submit:
  • Three years of financial statements
  • A current, year-to-date financial statement
  • Three years of tax returns (business and personal)
  • Business Plan or Strategic Plan (including three year budget/forecast)
  • Real estate appraisals and/or real estate tax statements (if applicable)
  • List of machinery or equipment to be financed
  • Proof of business registration

Sole Proprietorship – Trade Name Certificate
Corporation – Articles of Incorporation and Certificate of Incorporation
Limited Liability Company – Certificate of Organization and Operation Agreement
Partnership – Certificate of Partnership

Your cooperation in providing the necessary information will allow us to process your request in a timely manner.

Thank you for allowing us to help make your dream a reality!