Forms & applications

Business Banking & Commercial Lending

UBank's complete guide to business documentation requirements.

Whether you're looking to open a new business account or apply for a loan,
our goal is to streamline that process by providing the full list of documentation requirements here so we can hit the ground running when talk with your local lender.

  • NEW BUSINESS ACCOUNT

    Each type of business requires different documentation.

    • Sole Proprietorship
    • Limited Liability Company (LLC)
    • Corporation (Profit or Non-Profit, Including C-Corp & S-Corp)
    • Partnerships (General & Limited)
    • Unincorporated Associations
    To view or print the full checklist, download the PDF.
  • CRE LOAN:
    1-4 Family

    Looking for a Commercial Real Estate Loan for a 1-4 Family Residence?

    We can help with that! With a minimum loan amount of $50,000, we have a variety of financing options for your property.

    Read More About CRE Loans
  • CRE LOAN:
    Owner & Non-Owner Occupied

    Relocating, expanding, or buying property? With a minimum loan amount of $50,000, we offer long term financing you can use to purchase, improve, or refinance your property.

    Read More About CRE Loans

Most business loans require...

Financial
Statement

Download a blank statement and fill in your information. Then send it to your lender, and we'll take care of the rest.

DOWNLOAD the statement


Debt
Schedule

Download a blank form and fill in your information. Then send it to your lender, and we'll take care of the rest.

DOWNLOAD the schedule


Need to talk to your local lender?

There's no question too small - our local lenders would love to help your business take the next step.
Call (936) 639-5566 to speak with customer service, or visit our contact page to call your local branch directly.

CONTACT US

This is banking made for you!