Required documents for Paycheck Protection Program (PPP) loan application

If your business is any of the following:
Corporation, Professional Corporation, General Partnership, LLC, Non-Profit

If your business is not seasonal If your business is seasonal
All businesses of this type should provide the following
  • Color copy of government issued ID (front and back)
  • Organizational Documents*
  • Date business organized or began
  • By-Laws for non-profits or churches
  • Certification of Beneficial Ownership
  • NAICS Code or description of the business
  • 2019 IRS Form W-3
  • 2019 IRS Form 940
  • Color copy of government issued ID (front and back)
  • Organizational Documents*
  • Date business organized or began
  • By-Laws for non-profits or churches
  • Certification of Beneficial Ownership
  • NAICS Code or description of the business
  • Payroll Statements
If you pay for health coverage Medical Insurance Payment Verification Medical Insurance Payment Verification
If you pay for retirement benefits Document Confirming Benefit Document Confirming Benefit
If you have employees outside the US W-2s for employees living abroad W-2s for employees living abroad
If you have employees making over $100,000 W-2s for employees making over $100K W-2s for employees making over $100K
If you have received or been approved for an EIDL loan Your most recent statement from your outstanding Economic Injury Disaster Loan. Your most recent statement from your outstanding Economic Injury Disaster Loan.

*Examples of Organizational Documents include: Articles of Incorporation, Certificate of Existence, Certificate of Organization, State LLC Agreement, Certificate of Formation or Articles of Information

If your business is any of the following:
Sole Proprietorship, Independent Contractor, Self-employed, Single member LLC

If you have employees If you do not have employees
All businesses of this type should
provide the following
  • Color copy of government issued ID (front and back)
  • Date business organized or began
  • Certification of Beneficial Ownership
  • NAICS Code or description of the business
  • 2019 1040 Schedule C**
  • Substantiation of self employment
  • 2020 invoice, bank statement or book of record to establish you were operating effective
    2/15/2020
If you pay for health coverage Medical Insurance Payment Verification
(line 14 (Employee benefit programs) of the 1040 Schedule C)
If you pay for retirement benefits Document Confirming Benefit
(line 19 (Pension and profit-sharing plans) of the 1040 Schedule C)
If you have received or been approved for
an EIDL loan
Your most recent statement from your
outstanding Economic Injury Disaster Loan.
Your most recent statement from your
outstanding Economic Injury Disaster Loan.

**If you have not completed 1040 Schedule C for 2019, fill it out and compute the value for line 31. We cannot accept this form for previous years. If line 31 on the 1040 Schedule C is zero or negative, your business is not eligible for a PPP loan.