You can leave your application and resume at any time. Document uploads for all information for loans over $150,000 will be available.   Depending on the circumstances of your request, you may need to submit additional documentation as specified in the instructions provided by the SBA. You can download the instructions directly from the link when available. We encourage you to review them prior to your submission. 

If your loan amount is over $150,000 please complete form 3508. Please be sure to complete the “PPP Schedule A Worksheet”, before you begin the submission, as you must use the information from the worksheet to complete various sections of the application. The worksheet provides specific information regarding Employee Cash Compensation, Average Full Time Equivalency (FTE) and Salary/hourly Wage Reduction. You can download a copy of the worksheet and instructions for completing it directly from the above link.

In addition to our application, the payroll documentation which will be required for submission for this program is: 

• Payroll Register(s) for the entire year of 2019 and 2020 Covered Period
• Forms 941 and 940 for the entire year of 2019 and 2020 Covered Period
• Your payroll provider’s PPP Report for the entire year of 2019 and 2020 Covered Period (if available)
• Completed PPP Schedule A Worksheet
• Documentation for other eligible expenses may also be provided to reach the optimum amount of forgiveness you will qualify for. Payroll spent will qualify for 60% and other eligible expenses can make up the other 40%.
• If you a are self-employed individual, independent contractor or sole proprietor who had no employees at the time of your PPP loan application, you will need to provide a copy of your 2019 Form 1040 or 1040 SR Schedule C (“Profit or Loss From Business”) and your 2020 payroll information for the covered period.

NOTE: The above documents are not required if you are submitting the SBA streamlined Application Form 3508S, however you must retain all records necessary to prove compliance with PPP rules for 4 years for employment records and for 3 years for all other records. SBA may request additional information to evaluate eligibility for the PPP loan and for loan forgiveness, and failure to provide information requested by the SBA may result in a determination that the Borrower was ineligible for the PPP loan or in a denial of the loan forgiveness application.