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
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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
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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
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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)
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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
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Municipal Leasing
- 2 years financial statements
- Current year budget
- Application
- Price Quote
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