• Driver's License / Photo ID
• Voided Check
• Form 1040 Schedule C If line 31 is $0 or negative, you are ineligible to include this owner's income in the PPP loan calculation.
• Bank Statements Please provide a bank statement that covers 2/15/2020 as proof that the Applicant was in business as of 2/15/2020. If available, bank statements that are downloaded from your bank's website will work better than scanned versions.
• Proof of Payroll Form 940 Applicable only if you have employees. While it is preferable to provide a 940, you may provide four 941 quarterly forms instead. If you choose to provide 941's instead of a 940, please make sure that they are four consecutive quarters covering your full calculation period (2019 or 2020). Using 941's may require a manual underwriting which can delay your application.

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• Driver's License / Photo ID
• Voided Check
• Bank Statements Please provide a bank statement that covers 2/15/2020 as proof that the Applicant was in business as of 2/15/2020. If available, bank statements that are downloaded from your bank's website will work better than scanned versions.
• Form 1120 or 1120-S To substantiate health insurance (line 24 of 1120 or line 18 of 1120-S) or retirement benefits (line 23 of 1120 or line 17 of 1120-S) to employees.
• Proof of Payroll Form 940 Applicable only if you have employees. While it is preferable to provide a 940, you may provide four 941 quarterly forms instead. If you choose to provide 941's instead of a 940, please make sure that they are four consecutive quarters covering your full calculation period (2019 or 2020). Using 941's may require a manual underwriting which can delay your application.
• Form 1040 Schedule C If line 31 is $0 or negative, you are ineligible to include this owner's income in the PPP application.

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• Driver's License / Photo ID
• Voided Check
• Bank Statements Please provide a bank statement that covers 2/15/2020 as proof that the Applicant was in business as of 2/15/2020. If available, bank statements that are downloaded from your bank's website will work better than scanned versions.
• Form 1065
• Form 1065 Schedule K-1 Please provide a K1 for each Partner with self-employment earnings in box 14a.
• Proof of Payroll Form 940 While it is preferable to provide a 940, you may provide four 941 quarterly forms instead. If you choose to provide 941's instead of a 940, please make sure that they are four consecutive quarters covering your full calculation period (2019 or 2020). Using 941's may require a manual underwriting which can delay your application.

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• Driver's License / Photo ID
• Voided Check
• Bank Statements Please provide a bank statement that covers 2/15/2020 as proof that the Applicant was in business as of 2/15/2020. If available, bank statements that are downloaded from your bank's website will work better than scanned versions.
• Part IX Form 990 A Form 990 does not always need to be filed - this is only applicable if your non-profit files a 990.
• Proof of Payroll Form 940 Applicable only if you have employees. While it is preferable to provide a 940, you may provide four 941 quarterly forms instead. If you choose to provide 941's instead of a 940, please make sure that they are four consecutive quarters covering your full calculation period (2019 or 2020). Using 941's may require a manual underwriting which can delay your application. Please note regarding parsonage: Only parsonage expenses that are cash payments qualify and not in-kind parsonage expenses. Alternative methods for verifying parsonage amounts - e.g., receipts, invoices, cancelled checks, or similar documentation (or failing all of those, a certification of the amount paid by the authorized representative of the church or other religious organization) - are allowed.

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