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SBA Loan Qualifying and Requirements





 

Online CB&T SBA Loan Application
Applying for a CB&T SBA loan online is easy. Applications for loans of $100,000 or less can be made through CB&T's online business application, a fast and easy way to get the financing you need. The online application will only process applications from those states where CB&T has divisions or affiliates.

Gather the following information to complete this application:

  • Business Information
    • Business Tax Identification Number
    • Date business established and date of management ownership
    • Business checking and savings account average balances for last 3 months
    • Last year's annual revenue/sales and net profit
    • Last two year's business and personal tax returns are required
  • Personal Information (for each principal with 20% or more ownership)
    • Social Security Number(s)
    • Date of Birth
    • Annual household income(s)
    • Personal checking and savings account balances
You can begin the online application process by selecting "Apply Now".

For business loan requests of more than $100,000 please contact your nearest branch
or call 1-800-585-1722 for the name of the SBA Business Development Officer assigned to your area. All CB&T SBA loans are underwritten by California Bank & Trust in conjunction with the United States Small Business Administration. SBA loans are subject to approval in accordance with SBA eligibility and lending guidelines. Terms are subject to change.


   

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