Get Sba_form 1031r.pdf - Sba

Filling out the SBA_FORM 1031r is an essential step for users seeking to report portfolio financing information accurately. This guide provides clear, step-by-step instructions to assist you in completing the form effectively and with confidence.

Follow the steps to complete the SBA_FORM 1031r efficiently.

1. Click the ‘Get Form’ button to access the SBA_FORM 1031r. This will allow you to open the form in your editor for completion.
2. Begin by entering the name of the licensee in the designated field. Make sure this is the full legal name of the entity submitting the report.
3. Input the license number assigned to the licensee in the specified field to ensure proper identification.
4. In Part A, provide the small business concern data. Start with the name of the small business, followed by its Employer Identification Number (EIN). Make sure the EIN is formatted correctly.
5. Complete the address details: street address, city, state, ZIP code, and county. Ensure all entries are accurate and match official records.
6. Include the fax number of the small business and the contact person for fax communications.
7. State the date the business was established and select the form of business from the options provided (Corporation, Partnership, Proprietor, LLC).
8. Input the NAICS code and the corresponding industry description. Should the investment be energy-saving qualified, indicate this and specify if an energy-saving debenture was used.
9. Indicate the percentage of ownership by different demographic groups in the small business and also specify ownership percentages by women and veterans.
10. In Part B, provide prefinancing information beginning with the prefunding status and the stage of the company at financing.
11. Detail the small business concern’s pre-money valuation and provide financial results from the prior fiscal year, including gross revenue, after-tax profit or loss, and income taxes.
12. Complete the net worth and number of employees sections, ensuring the information reflects the current status accurately.
13. In Part C, fill in the financing information such as the dates of financing and disbursement. Indicate if the licensee led the investment.
14. Outline the purpose of financing with percentages for each listed category, ensuring total sums to 100%. Include data about whether this is the first financing for the small business by the licensee.
15. List the financing instruments being used with amounts and interest rates as appropriate, and include the total size of the financing round.
16. Finally, provide any comments relevant to the filing in the designated section. Review the completed form for accuracy.
17. Once all sections are filled out, save your changes. You may also choose to download, print, or share the completed form for your records.

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