Success Forms

Instructions Instructions  
Checklist of Documents Checklist of Documents  
1003 / URLA 1003 / URLA 1003 Fill-able  
Schedule of Real Estate Owned Schedule of Real Estate Owned .xls version
Credit Authorization Credit Authorization  
Three Year Income & Expenses Three Year Income & Expenses .xls version
Multi-Family Rent Roll Multi-Family Rent Roll .xls version
Commercial Lease Summary Commercial Lease Summary .doc version
Environmental Risk Questionaire Environmental Risk Questionaire .doc version
Loan Submission Form Loan Submission Form .doc version

General Forms

IRS Form W-9 IRS Form W-9
IRS Form 4506-T IRS Form 4506-T

Fill-able forms allow you to complete certain editable areas within the documents on your computer. Then, you can print your completed document -- including the text that you entered -- immediately after finishing it. You will need, at a minimum, the Adobe® Reader® software to print your completed document. (If you do not have full Adobe®, you will not be able to save the form after filling it in.)
Download a free copy of Adobe® Reader®