Articles of Incorporation/Organization of each borrowing entity
Bylaws/Operating Agreement of each borrowing entity
Copies of all owners’ Driver’s Licenses
• Copies of payroll tax reports filed with the IRS (including Forms 941, 940, state income and unemployment tax filing reports) for the entire year of 2019 and first quarter of 2020 (if available) should be presented.
• Copies of payroll summary reports for all of 2019 and Year to Date for 2020. Such reports should include gross wages including PTO (which might include vacation, sick, and other PTO). Reports should be summarized by employee.
• Documentation of all retirement plan funding by the employer for all of 2019 and Year to Date for 2020. Copies of workpapers, schedules and remittances to the retirement plan administrator should be sufficient.
• Documentation reflecting the health insurance premiums paid by the company under a group health plan including owners of the company for all of 2019 and Year to Date for 2020. Copies of the monthly invoices should suffice.
SBA PPP Application (Updated 4/3 – 10am)
This application is not the official SBA application. This is a sample document issued by the Federal Reserve but until we hear differently, please complete it as your guide.