Get Sba 1062 Form 2012-2025

The Sba 1062 Form is essential for documenting small business counseling sessions provided by the Small Business Development Centers (SBDCs). This guide will assist you in accurately completing the form online, ensuring you meet all necessary requirements.

Follow the steps to fill out the Sba 1062 Form efficiently.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Fill in Block A with the standard SBA office code relevant to your location.
3. Complete Block B with the SBDC code, ensuring the correct format of the first two digits and the subsequent three digits.
4. Enter the unique client number in Block C, as this is required for all follow-up counseling sessions.
5. In Block D, specify the date of contact appropriately.
6. Complete Block E by selecting the type of action. Options include One-Time, Initial, Follow-On, and more — ensure you choose the most applicable.
7. In Block F, provide the name of the company if known; otherwise, mark as N/A.
8. Input the inquirer’s name in Block G, ensuring to write the last name first, followed by the first name and middle initial if applicable.
9. Fill out Block H with the address of the company or inquirer, including city/town in Block I and state in Block J.
10. Complete Block K with the ZIP code.
11. Input the telephone number in Block L for contact purposes.
12. In Block M, select the type of business from the provided options, indicating the primary business category.
13. If known, fill in Block N with the Standard Industrial Classification (SIC) code; if unknown, leave it blank.
14. Indicate any SBA financial relationship in Block O by selecting the appropriate type.
15. In Block P, specify the sex of the owner or inquire, indicating either male or female, relevant for ownership percentage.
16. Complete Block Q with ethnicity information as required for all clients, including white.
17. In Block R, indicate the military status of the client as it is necessary for all submissions.
18. Specifying counseling area in Block S helps categorize the assistance provided.
19. Use Blocks T to V to accurately log the hours spent on counseling, entering whole numbers.
20. Provide the counselor number in Block W to ensure correct attribution to the counselor.
21. Finally, in Block Y, check the appropriate resource block used to service the small business client.
22. Review all entered information for accuracy before saving your changes, and then proceed to download, print, or share the completed form as needed.

Complete your Sba 1062 Form online today for streamlined processing and accurate documentation.