Applications and Forms

Get your financing process started by downloading the information and forms you need.

CCDC Loan Grid – Central Ohio (an overview of CCDC Loan Programs)
CCDC Loan – Dayton Area (an overview of CCDC Loan Programs)

Borrower Forms and Information
Application Checklist
SBA 504 Fact Sheet – Columbus (one page)
SBA 504 Fact Sheet – Dayton (one page)
SBA 504 Fact Sheet (detailed)
7(a) vs. 504 Comparison Worksheet
Ohio 166 Fact Sheet
Working Capital Application and Business Plan
City of Columbus Loan Application
Grove City: Town Center Loan Program – Application

Job Creation: Form A (City Loan Programs)
Personal Financial Statement (All Loan Programs)
Personal Budget Analysis
SBA 912 Statement of Personal History (SBA 504)
Request for Transcript of Tax Returns (SBA 504)

Lender Forms and Information
For Lender Use Only-SBA 504 Fact Sheet
Creating an SBA 504 Loan Application
Bank Letter and Bank Closing List
SBA 504 Closing Checklist for Complete File Review
Borrower Closing LIst
Blank Debt Schedule Worksheet – Excel Spreadsheet
Understanding SBA 504 Interest Rates
SBA 504 Effective Rate Calculator (this is an estimate)
SBA 504 Presentation for Lenders: Understanding the SBA 504 Program (large file 6.5 MB)
OCC Report–SBA 504 Small Businesses' Window to Wall Street (article)

Web Sites of Interest
504Loans@wiki: A handy little web site that can answer basic questions about SBA 504
SBA Forms Web Site – A Link to a Variety of SBA Forms