March 27, 2020

U. S. Small Business Administration

DISASTER LOAN APPLICATION INFORMATION

 

Forms can be found at: Disaster Loan Application - SBA

 

If you have questions about this application or problems providing the required information, please contact SBA Customer Service Center at 1-800-659-2955 or disastercustomerservice@sba.gov.

 

If you need our assistance at any point in the process – please contact us immediately. We are here to help. Office phone 317-843-1040 or Allman Johnson CPAs & Advisors - Contact Us Page.

 

Filing Requirements

 

FOR ALL BUSINESS APPLICATIONS THE FOLLOWING ITEMS MUST BE SUBMITTED:

  1. SBA Form 5, completed and signed
  2. Tax Information Authorization (IRS Form 4506T), completed and signed by each applicant, each principal owning 20 percent or more of the applicant business, each general partner or managing member; and, for any owner who has greater than 50 percent ownership in an affiliate business. Affiliates include, but are not limited to, business parents, subsidiaries, and/or other businesses with common ownership or management
  3. Complete copies, including all schedules, of the most recent Federal income tax returns for the applicant business; an explanation if not available
  4. Personal Financial Statement (SBA Form 413) completed, signed, and dated by the applicant, each principal owning 20 percent or more of the applicant business, and each general partner or managing member
  5. Schedule of Liabilities listing all fixed debts (SBA Form 2202 may be used)

 

FOR ALL NON-PROFIT ORGANIZATIONS THE FOLLOWING ITEMS MUST BE SUBMITTED:

  1. SBA Form 5, completed and signed.
  2. A complete copy of the organization's most recent tax return OR a copy of the organization’s IRS tax-exempt certification.
  3. Complete copies of the organization's three most recent years' "Statement of Activities".
  4. Schedule of Liabilities.
  5. Tax Information Authorization (IRS Form 4506-T), completed and signed for each applicant and for any affiliated entity.

 

THE FOLLOWING ADDITIONAL INFORMATION MAY BE NECESSARY TO PROCESS YOUR APPLICATION. IF REQUESTED, PLEASE PROVIDE WITHIN 7 DAYS OF THE INFORMATION REQUEST;

  1. Complete copy, including all schedules, of the most recent Federal income tax return for each principal owning 20 percent or more, each general partner or managing member, and each affiliate when any owner has more than 50 percent ownership in the affiliate business. Affiliates include, but are not limited to, business parents, subsidiaries, and/or other businesses with common ownership or management
  2. If the most recent Federal income tax return has not been filed, a year-end profit-and-loss statement and balance sheet for that tax year.
  3. A current year-to-date profit-and-loss statement.
  4. Additional Filing Requirements (SBA Form 1368) providing monthly sales figures for will generally be required when requesting an increase in the amount of economic injury.

 

BE READY TO RESPOND. HAVE YOUR DOCUMENTS PREPARED AND READY TO GO.

NEED HELP? CALL US!

 

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