Get Sba 1031 2017-2026

The SBA 1031 form is essential for small business investment companies to report financing activities. This guide will walk you through the process of filling out the form online, ensuring you provide accurate and comprehensive information.

Follow the steps to accurately complete the SBA 1031 form.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Fill in your information in the 'Name of Licensee' field and provide the corresponding 'License Number' to identify your business.
3. In Part A, complete the 'Small Business Concern Data' section by providing the name, employer identification number, street address, city, state, ZIP code, and county of the small business.
4. Input the small business email address and contact person's information, followed by the date the business was established and choose the form of business from the given options.
5. Enter the NAICS code and industry type, and indicate if the business is an energy saving qualified investment and whether an energy saving debenture was used.
6. Specify the ownership percentages of the small business categorized by demographics such as American Indian, Asian, Black or African American, Hispanic, Native Hawaiian, and White.
7. Record additional ownership data, including the percentages owned by women and veterans, followed by the details of the CEO or President.
8. Move to Part B to provide prefinancing information including the prefinancing status, stage of the company, pre-money valuation, fiscal year end, gross revenue, after-tax profit or loss, income taxes, net worth, and number of employees.
9. In Part C, input the dates of financing and disbursement, confirm if the licensee led the investment, and specify the purpose of financing by allocating percentages to the categories provided.
10. Indicate if this is the first financing of the small business by the licensee, and fill in the financing instruments and applicable amounts.
11. Complete the total size of the financing round and state whether financing was structured using passive businesses if applicable.
12. If needed, navigate to Part D and provide details related to passive business financing, including the qualifying exception, passive business entities, and describe the financing structure.
13. Enter the transmission date in Part E and finish by confirming that the form is for electronic submission as required.
14. Once you have filled out all required fields, save your changes, and consider downloading, printing, or sharing the form as needed.

Complete your SBA 1031 form online today for a smooth submission process.