Farm Business & Financial Management
Farm Loan Application Checklist
A checklist of documents and details to gather before applying for a farm loan. Helps applicants arrive at the lender prepared and avoid delays before any visit.
ChecklistFarm Business & Financial ManagementFree PDF
What is on this checklist
- Completed loan application form
- Business plan and farm description
- Current balance sheet
- Income statements for recent years
- Projected cash flow
- Tax returns as requested
- Land and equipment lists
- Lease and contract copies
- Proof of insurance
- Credit report authorization
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 Farmers.gov Loans and Farm Credit.
For more in this area, see the farm money and loan guides. Between chores, farm.FM has farm humor, including New USDA Farm Loan Rates: Borrow Money to Lose Money, and agribusiness farm stories.