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1. Security: Required if the loan is to be secured by any assets or guarantees

2. Insurance: Required if the corporation requires life or disability insurance on the shareholder

3. Subordination: Required if the loan needs to be subordinated to other corporate debt

4. Corporate Approvals: Required if specific board or shareholder approvals are needed

5. Financial Covenants: Required for larger loans where ongoing financial requirements are imposed

6. Employment Linkage: Required if loan terms are connected to employment status

7. Share Pledge: Required if shares are being pledged as security

1. Schedule A - Loan Terms: Detailed breakdown of loan amount, interest rate, and payment schedule

2. Schedule B - Repayment Schedule: Amortization schedule if applicable

3. Schedule C - Security Details: Description of any security or collateral if applicable

4. Schedule D - Corporate Resolution: Copy of board resolution approving the loan

5. Appendix 1 - Promissory Note: Standard form promissory note evidencing the debt

6. Appendix 2 - Security Agreement: If applicable, the security agreement for any collateral