It's Time to Update Your Financial Information
All SFB commercial banking clients should receive a letter from their banker this month requesting updated financial information.
The following documents are needed:
- 2023 Business Tax Return
- 2023 Personal Tax Return
- 2023 K1's
- Updated Financial Statement
All information should be submitted as soon as possible. With this information in your loan file, SFB can respond to your loan requests quickly and efficiently. For more on why updated financial information is so important for your banker to have, read the following article by SFB's John Lisowski: www.sfbank.com/article.phtml/why_oh_why_do_you_need_all_that_financial_stuff .
We appreciate your continued business. Please contact your relationship manager with any questions.
