Neal,
Good afternoon. My name is Brian Jackson and I am assisting Teresa with your loan request. I will be attending our meeting tomorrow afternoon. I have attached our loan application as well as the 4506T form, and a business debt schedule for you to complete.
The 4506T form is an authorization that gives our auditors permission to review your tax return. We will need one for the business itself as well as one for each business owner.
The business debt schedule is a listing of any debt that THE BUSINESS has.
If you have any questions, please give me a call. We can assist you tomorrow with any parts you are unsure of. Also, If you could please bring with you your most recent year’s tax return for the company and for the owners that would be helpful. We may not need that for underwriting, but it may help with our meeting. Finally, if you have an interim financial statement for the most recent month-end that would be great, too.
I want to thank you for considering Chevy Chase Bank as your bank. Teresa and I look forward to working on your behalf.
Have a great afternoon.
Brian
Brian C. Jackson
Business Development Banker/Assistant Vice President • Small Business
540.718.8880
540.718.8880 (cell)
540.286.3243 (fax)
<image001.gif>
**********************************************************************
This email and any files transmitted with it are confidential and
intended solely for the use of the individual or entity to whom
they are addressed. If you have received this email in error
please notify the system manager.
This footnote confirms that this email message has been scanned
for the presence of computer viruses.
Chevy Chase Bank, a division of Capital One, N.A.
**********************************************************************
<Capital One Business Application.pdf><4506T form[1].pdf><Copy of Business Debt Schedule.xls>