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Farm Business & Financial Management

Farm Service Agency Loan Application Checklist

A checklist for assembling an application to a Farm Service Agency farm loan. Helps new and established farmers collect what they need before meeting county office staff.

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

ChecklistFarm Business & Financial ManagementFree PDF

What is on this checklist

  • Contact the local FSA office
  • Complete the loan application form
  • Write a farm operating plan
  • Gather balance sheet and income records
  • Prepare cash flow projections
  • List land and equipment owned or leased
  • Collect tax return copies
  • Show farm experience or training
  • Note other credit sources tried
  • Keep copies of everything submitted

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 farm money and loan guides. Between chores, farm.FM has farm humor, including Farm Loan Calculator Adds New Button: “Apologize to Your Children”, and agribusiness farm stories.

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