SBA Document Submission Form
First Name
*
Last Name
*
Phone
*
Email
*
Organization
*
Drivers License Front
*
PDF, PNG, JPEG, JPG, DOCX or DOC
Drivers License Back
*
PDF, PNG, JPEG, JPG, DOCX or DOC
Voided Check (SBA)
*
PDF, PNG, JPEG, JPG, DOCX or DOC
2018 Complete Business Tax Return (SBA)
*
PDF, DOCX or DOC
2019 Complete Business Tax Returns (SBA)
*
PDF, DOCX or DOC
2019 Complete Personal Tax Returns (SBA)
*
PDF, DOCX or DOC
2020 Complete Business Tax Returns (SBA)
*
PDF, DOCX or DOC
2020 Complete Personal Tax Returns (SBA)
*
PDF, DOCX or DOC
2021 Complete Tax Return OR Profit & Loss (Full Year) (SBA)
*
PDF, DOCX, DOC, XLSX, XLS or CSV
2022 Profit & Loss (Full Year) (SBA)
*
PDF, DOCX, DOC, XLSX, XLS or CSV
2022 Balance Sheet dated April 30th or later (SBA)
*
PDF, DOCX, DOC, XLSX, XLS or CSV
Debt Schedule (SBA)
*
XLSX, XLS or CSV
Description of Business (SBA)
*
Personal Monthly Mortgage/ Rent Payment (SBA)
*
$
Personal Financial Statement (SBA)
*
PDF, DOCX or DOC
License (Business Registration Document, or Certificate Received from City/County) (SBA)
*
PDF, DOCX or DOC
Asset List (SBA)
*
Articles of Incorporation/Organization (SBA)
*
PDF, DOCX or DOC
Lease Agreement (SBA)
PDF, DOCX or DOC
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)
PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF
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.
PDF, DOCX or DOC
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.
PDF, DOCX or DOC
Submit
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