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Dairy Farm Loan Application Checklist

A dairy farm loan application checklist for producers to gather documents and information commonly requested when applying for a farm operating or real estate loan.

Download free PDF1 page, US Letter, prints clean in black and white

ChecklistDairyFree PDF

What is on this checklist

  • Loan purpose written down
  • Business plan prepared
  • Balance sheet prepared
  • Income and expense statements ready
  • Cash flow projection ready
  • Tax returns gathered
  • Collateral list prepared
  • Insurance information gathered
  • Questions for lender listed

How to use this checklist

Print a few copies and keep them where the work happens. Go item by item, tick OK, FIX or N/A, and write what needs attention in the notes.

Where to check the details

This sheet is a general template, so confirm specifics with your own manuals, labels and local rules. For current official guidance, start with FSA Farm Loans and Farmers.gov Loans.

For more in this area, see the dairy herd guides. Between chores, farm.FM has farm humor, including Dairy Heifer Costs More Than a Car; Loan Officer Still Wants 20 Percent Down, and dairy farm stories.

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