We must review all business loans which have an aggregate balance or credit limits of $50,000 or higher. This review is required by the NCUA, an agency of the federal government.
To comply, you must provide us with the following documents:
- 2023 and 2024 signed tax returns in their entirety, both personal and business, if applicable.
IMPORTANT
- Use the button below to upload your information securely. Do not email the requested information to us.
- Once your taxes are received and if your aggregate business loan(s) are $100,000 or more, we will send you IRS Form 4506 through eSign to validate your returns with the IRS.
If you have any questions or need an alternate way to send us your taxes, please contact our Commercial Lending team at 866-236-6968 X 293.
If we do not receive the requested information by November 30, 2025, adverse action may be taken including: line of credit restriction, business credit card restriction and/or restricted access to any new loan products until the needed documentation is received.
Lastly, we appreciate your business and apologize for any inconvenience this may cause.
Sincerely,
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