Initial Applications can be found here*:

* Note: While banks may not yet be accepting applications for PPP loans, the Treasury Department has released an Application form that is anticipated to be incorporated into the final bank requirements.

Documents checklist**:

  • Current personal financial statement
  • Latest available personal tax return
  • Latest available business tax return
  • Latest available internal 2019 year-end financials
  • 2019 payroll tax returns (Quarterly 941 reports and Annual 940)
  • 2019 form 1099s paid to individual independent contractors
  • Year-to-date internal 2020 financials
  • Spreadsheet detailing the following:
    • List of all employees detailing costs incurred for benefits, retirement plan contributions, and wages paid including, but not limited to: commissions, vacation, sick pay, FMLA and other leave
    • 2 months rent with copies of leases
    • 2 months mortgage interest with copy of loan payments

**Actual required documentation may differ from bank to bank

Questions? Ask a WG Advisor

Tim Torres

Author Tim Torres

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