Get (if You Need Additional Space, Please Attach A Separate Sheet

Filling out the (If You Need Additional Space, Please Attach A Separate Sheet) form is an essential part of providing accurate and comprehensive information regarding your business's financial status. This guide offers clear instructions to ensure you complete the form effectively, especially when more detail is required.

Follow the steps to successfully complete the form and supplement your information.

1. Click 'Get Form' button to access the document and open it in your preferred online editor.
2. Begin by filling in the name and address of your business. Make sure to provide a complete and accurate representation of your business location.
3. Provide the business phone number, ensuring it is current and can be used for contact purposes.
4. Check the appropriate box to categorize your business type, selecting either sole proprietor, partnership, corporation, or other. Specify if necessary.
5. Enter the name and title of the individual being interviewed, as this information is vital for processing your submission.
6. Input your employer identification number (EIN) to identify your business uniquely.
7. Specify the type of business to provide additional context to your financial information.
8. Fill out information regarding owners, partners, officers, and major shareholders, including dates effective, home address, social security number, and total shares or interests.
9. List your latest filed income tax return, including the tax year ended and net income before taxes.
10. Document all bank accounts associated with your business along with account numbers and balance details.
11. Provide details regarding available bank credit, specifying the credit limit and amounts owed.
12. Detail any safe deposit boxes rented, including their contents.
13. Describe real properties owned by your business, including physical addresses and ownership types.
14. Enumerate life insurance policies owned with your business as the beneficiary, noting policy numbers and companies.
15. Offer additional information regarding your financial situation, like court proceedings and bankruptcy status.
16. Fill in details about accounts or notes receivable to present outstanding debts owed to your business.
17. Input information regarding your cash on hand, bank accounts, accounts receivable, life insurance loan values, assets, and liabilities.
18. Complete income and expense analysis for the specified period, recording total income against total expenses.
19. Finally, certify that the information provided is truthful by signing and dating the document. Ensure accuracy to avoid penalties.
20. Review the filled application for completeness, then save changes, download, print, or share the document as necessary.

Start filling out your form online today to ensure a thorough submission of your business information.