Getting ready
Documents to prepare before applying
Gather these ahead of time to keep the process smooth and avoid back-and-forth.
Written by Fundrillo Editorial TeamReviewed by [VERIFIED REVIEWER — financial-services]
Last updated August 1, 20264 min read
Having documents ready reduces back-and-forth and helps you move faster if you decide to proceed.
Commonly requested items
- Recent business bank statements
- Basic business details (entity type, time in business, industry)
- Government-issued identification
- Recent financial statements or tax returns, for some options
Important to know
You will see exactly what is needed before you share anything sensitive. Do not provide a Social Security number or bank login during an introductory eligibility step.