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SBA Paycheck Protection Program Lender

Prepare the following documents for the next round of SBA's Paycheck Protection Program Funding:

  • Documentation of your payroll costs for the calendar year 2019 to establish maximum loan amount eligibility

  • Full-year IRS payroll tax filings (940, 941, 944) for 2019

  • Full-year 1099-MISCs for 2019 (for applicants filing as independent contractors)

  • Full-year payroll processor records

  • Full-year health insurance premium expenses (required if group healthcare costs were included in payroll calculations)

  • Full-year retirement plan expenses (required if payments into retirement accounts were included in payroll calculations)

  • Other full year supporting documentation (e.g., 2020 income and expense statements)

  • Government Issued Identification Card

  • Payroll Protection Plan Calculation

  • 2019 Tax Returns

Consult your accountant/bookkeeper and prepare 2020 financial statements as soon as possible. Submit documentation supporting your certification that, as of or around the first, second, or third quarter of 2020, your business revenue was reduced by 25 percent or more. Please refer to the list provided above for examples of acceptable documentation.



Please send completed applications and inquiries regarding the
SBA Paycheck Protection Program to


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