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P.O. Box 6849 Warner Robins, GA 31095
Request for Information/Documentation
1. Three most recent years’ complete business tax returns (i.e., returns and all supporting schedules), or CPA-audited, -
reviewed, or -compiled statements and accompanying CPA notes/comments.
a. In addition to the most recent business tax returns or CPA financial statements, please provide your company’s
most recent interim (“year-to-date”) balance sheet and income statement. The interim statements can be self-
prepared if CPA-prepared interim statements aren’t available.
b. For companies which derive any income from rental properties: please provide the most recent year-end and
interim (“year-to-date”) rent rolls.
c. Schedule of company liabilities, including name of financial institution, current balance, interest rate, payment
terms, and brief description of collateral.
2. Updated (within last six months) “Robins Financial Credit Union” Personal Financial Statement (“PFS”), signed and dated,
from all guarantor(s), including a schedule of contingent debt (loans for which the person serves as co-signer, guarantor,
etc.), including repayment terms, rates, current balance, etc.
3. Three most recent years’ complete personal tax returns (i.e., returns and all supporting schedules) from all guarantor(s)
associated with the company, to include the following:
a. All pass-through entity tax returns (including C-Corps).
b. All K-1s in relation to their pass-through entities.
c. For guarantor(s) for “related” companies (that is, in addition to ownership in the company which is seeking
financing, the guarantor(s) may also own other such companies) which derive any income from rental property:
the most recent year-end and interim rent rolls.
To our member:
I hereby agree to allow my Robins Financial Credit Union Officer/or Credit Analyst to contact me or my CPA/accountant,
in the event that any questions related to my request should arise.
Name: ________________________________
Title: ________________________________
Company Name: ________________________________
My Contact Information: Phone-- ________________________________
Email-- ________________________________
CPA/Accountant: ________________________________
Contact Information: Phone-- ________________________________
Email-- ________________________________
Signature/Date: ________________________________
Your Robins Financial Credit Union Officer will review this information with you to ensure its accuracy. Should
you ever have any questions, please don’t hesitate to contact your Account Officer or any Credit Analyst. Rest
assured that Robins Financial Credit Union will treat this information and the answers to any questions we
may have in the strictest of confidence.
Please return the requested information to:
Robins Financial Credit Union
Business Services
Phone 478-923-3773 ext. 2240
Fax 478-322-7320
BusinessServices@robinsfcu.org