Vendor Leasing Program Required Documents

Note: The required documentation may vary due to the amount and circumstances of the transactions.

Direct Financing Leases

  • Commercial Application – Please complete all information requested
  • Copy of equipment quote or estimates & desired repayment terms
  • Purpose of Lease or benefit of the equipment
  • Interim Financial Statement (if it has been ninety (90) days since the last financial statements or tax returns)
  • Corporate Financial Statements or Corporate Tax Returns, for the last 3 years
  • Personal Financial Statement of Principal(s)
  • Personal Tax Returns of Principal(s), for the last 3 years
Vendor Direct Financing Leases PDF Download
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Off Balance Sheet Leases

  • Commercial Application – Please complete all information requested
  • Copy of the equipment quote or estimates and the desired repayment terms
  • Interim Financial Statement (if it has been ninety (90) days since the last financial statements or tax returns)
  • Corporate Financial Statements or Corporate Tax Returns, for the last 3 years
  • Personal Financial Statement of Principal(s)
  • Personal Tax Returns of Principal(s), for the last 3 years
  • Purpose of Lease or benefit of the equipment
Off Balance Sheet Leases PDF Download
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Sale Leasebacks

  • Commercial Application – Please complete all information requested
  • How much do you need to finance & what repayment terms are desirable?
  • Detailed information of the item leased including date of purchase and original invoice
  • Purpose of Lease or benefit of the equipment
  • Interim Financial Statement (if it has been ninety (90) days since the last financial statements or tax returns)
  • Corporate Financial Statements or Corporate Tax Returns, for the last 3 years
  • Personal Financial Statement of Principal(s)
  • Personal Tax Returns of Principal(s), for the last 3 years
Sale Leasebacks PDF Download
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Start-up or New Business

For businesses in existence for less than two years leasing furniture, machinery and equipment

  • Commercial Application – Please complete all information requested
  • How much do you need to finance & what repayment terms are desirable?
  • Copy of the equipment quote or estimates and the desired repayment terms
  • Purpose of Lease or benefit of the equipment
  • Written Business Plan
  • Current Business Financial Statement (if available)
  • Pro-Forma on the Business
  • Personal Tax Returns of Principal(s), for the last 3 years
  • Resume of Principal(s)
Start-up or New Business PDF Download
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Lease Lines of Credit

  • Commercial Application – Please complete all information requested
  • Copy of the equipment quote or estimates and the desired repayment terms
  • Purpose of Lease or benefit of the equipment
  • Interim Financial Statement (if it has been ninety (90) days since the last financial statements or tax returns)
  • Corporate Financial Statements or Corporate Tax Returns, for the last 3 years
  • Personal Financial Statement of Principal(s)
  • Personal Tax Returns of Principal(s), for the last 3 years
  • Outline of anticipated purchases for the next twelve (12) months
Lease Lines of Credit PDF Download
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Municipal Leasing

  • 2 years financial statements
  • Current year budget
  • Application
  • Price Quote