Paycheck Protection Program (PPP)

Small Business Administration Loan Application

Required Document Check List

You can begin to gather information for your loan application as follows:

For most corporations and partnerships, one of the following:

2019 IRS Quarterly Form 941 (4 quarterly reports) Drivers License or Government issued ID or each owner with 20%

or greater ownership of the company 2019 IRS Form 940 2019 W-3

2019 CARES Act payroll report from payroll processor

If applicable: Documentation showing total of all health insurance premiums and

retirement plan funding paid by the company owner(s) under agroup plan.

Business Operating Agreement.

For independent contractors:

1099s for 2019

For sole proprietorships:

Schedule C for 2019

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