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Items Needed to Apply for an Aircraft Loan

Items Needed2024-07-11T18:31:53+00:00

In order to complete our underwriting analysis, we will need the following items. Please note that depending on the purchase price of the aircraft and the complexity of your financial picture, we may request a slightly varying degree of information:

Applicant (Guarantor) Personal Information

  • Complete Application – sign/date page 3.
  • Personal Financial Statement (PFS) can be completed on our application form or you may attach your own.
  • Copy of your Bank/Brokerage Statements (as listed on PFS) – account summary statements verifying name, date and balance.
  • 2 Years Federal Tax Returns including schedules, statements, W2s & K1s.
  • Current Paystub
  • Aircraft Specification Sheet

Business(es) Applicant Owns

All information listed above, plus:

  • 2 Years Federal Tax Returns including schedules, statements & K1s.
  • Year-to-date Financials (P&L and Balance Sheet)
  • Copy of Corporate Bank/Brokerage Statements

For Loans over $1Million

All information listed above, plus:

  • 3 Years of Personal and Corporate Tax Returns.
  • If available, please include 3 years CPA-Audited, reviewed or compiled financials with notes.