SBA Document Submission Form
First Name
*
Last Name
*
Phone
*
Email
*
Organization
*
Drivers License Front
*
Drivers License Back
*
Voided Check (SBA)
*
2018 Complete Business Tax Return (SBA)
*
2019 Complete Business Tax Returns (SBA)
*
2019 Complete Personal Tax Returns (SBA)
*
2020 Complete Business Tax Returns (SBA)
*
2020 Complete Personal Tax Returns (SBA)
*
2021 Complete Tax Return OR Profit & Loss (Full Year) (SBA)
*
2022 Profit & Loss (Full Year) (SBA)
*
2022 Balance Sheet dated April 30th or later (SBA)
*
Debt Schedule (SBA)
*
Description of Business (SBA)
*
Personal Monthly Mortgage/ Rent Payment (SBA)
*
$
Personal Financial Statement (SBA)
*
License (Business Registration Document, or Certificate Received from City/County) (SBA)
*
Asset List (SBA)
*
Articles of Incorporation/Organization (SBA)
*
Lease Agreement (SBA)
If no Lease Agreement, where do you operate your business from? (SBA)
Business Insurance (SBA)
*
(Please include company name, Agent first and last name, Agent email address, Agent Telephone Number)
Use of proceeds breakdown (Examples given) (input dollar amounts, if not included mark $0) (SBA)
*
Loan Request Amount
Refinance
Hiring
Operational Costs
Supplies/Inventory
Marketing
New Machinery/Equipment
Environmental Questionnaire (SBA)
Answer the questions about the real estate your business owns. If your business owns multiple properties, each location requires a separate form. Upload as a single document once completed.
Mortgage Statement(s) (SBA)
To confirm your ownership of the property where the business operates, please upload the most recent mortgage statement for all real estate owned and occupied by the business.
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