Follow the steps to fill out the SBA 2301 online.

1. Click ‘Get Form’ button to download the SBA 2301 form and open it in your preferred editing tool.
2. Begin with Section 1, which contains eligibility questions. Answer the questions regarding your organization's type, loan guaranty agreement status, business duration, and federal regulation status. This information is essential for determining eligibility to apply for the Community Advantage Pilot Program.
3. Proceed to Section 2 to provide your lender contact information. Fill in the applicant's name, business address, contact person and title, telephone number, business email addresses, employer identification number, establishment date, state regulation status, and fax number if applicable.
4. In Section 3, compile and submit the required documents listed. This includes organizational information, such as IRS Tax Exempt Certification and a certificate of good standing, as well as financial and operational information, including your business plan and year-end audited financial statements.
5. Complete Section 4, which includes representations and certifications. Ensure that the authorized representative provides accurate information regarding the organization's compliance with state regulations and the accuracy of the application. The representative must sign and date the form.
6. After completing all sections, review the entire application for accuracy. You have the option to save changes, download a copy, print the form, or share it as necessary before submission.

Start completing your SBA 2301 form online today to take the next step in your lending journey.