Get Sba 10 Tab Checklist

Filling out the SBA 10 Tab Checklist online is a crucial step in securing financing for your business through the SBA loan program. This guide will provide you with a clear and comprehensive walkthrough of each section of the checklist to ensure that you complete your application accurately.

Follow the steps to complete the SBA 10 Tab Checklist effectively.

1. Click the 'Get Form' button to obtain the SBA 10 Tab Checklist and open it for editing.
2. Begin with Tab 1 – Application. This section typically requires you to answer yes or no to a series of prompts related to your eligibility and background information.
3. Move to Tab 2 – Eligibility Questionnaire. Here, you will fill out the SBA Eligibility Questionnaire, noting whether it is required for your specific situation.
4. Proceed to Tab 3 – Draft Authorization. If you are applying under CLP/PLP, complete the Draft Loan Authorization, which is necessary for your submission.
5. In Tab 4 – Owner/Operator Personal Information, gather the required personal details including management resumes, personal financial statements, and any verification of alien status for non-US citizens.
6. Continue to Tab 5 – Other Processing Documents. This involves providing a business valuation and any payment transcripts for debts being refinanced.
7. Tab 6 – Business Financial Statements requires you to submit current income statements, balance sheets, and projections for cash flow as applicable.
8. For Tab 7 – Affiliate Financial Statements, ensure you gather financial statements from affiliated entities as required.
9. Tab 8 – Supporting Docs (Eligibility) asks for any franchise documents, purchase agreements, and related disclosures that demonstrate eligibility.
10. In Tab 9 – Supporting Docs (Collateral), provide necessary appraisals, environmental reports, and lease agreements as relevant to your collateral.
11. Finally, Tab 10 – Supporting Docs (Other) allows you to attach any additional documents that have not been specified elsewhere.
12. Once all sections are complete, review the checklist carefully. Ensure all forms are signed and dated before saving changes, downloading, printing, or sharing your filled-out checklist.

Start completing your SBA 10 Tab Checklist online today to move forward with your business loan application!