Get Sba 3511 2021-2026

The SBA 3511 form, also known as the Paycheck Protection Program Affiliation Worksheet, is a crucial document that assists borrowers in providing necessary information to the Small Business Administration regarding their eligibility for the PPP loan. This guide offers clear, step-by-step instructions for users to efficiently fill out the form online.

Follow the steps to successfully complete the SBA 3511 form online.

1. Click 'Get Form' button to obtain the form and open it in the editor.
2. Begin with Part A – Borrower Information. Enter the legal name of the borrower, address, any applicable DBA or tradename, tax identification number (TIN), work phone number, primary contact name, SBA PPP loan number, email address, and the original principal amount of the PPP loan. Indicate whether this is a first draw or second draw PPP loan.
3. Proceed to Part B – Affiliation Information. Complete Section I by answering questions 1 through 6. Check the box in the 'Confidential?' column if the information is kept confidential. If you answer 'YES' to any question, you are not required to complete Sections II, III, and IV.
4. In Section II, select the size standard used to evaluate the borrower’s size for eligibility: Employee-based Size Standard, Receipt-based Size Standard, or Alternative Size Standard. Check the appropriate box.
5. Move to Section III and provide information about the borrower's size standard and industry information, including industry classification codes, number of employees, average annual receipts, average net income, and tangible net worth, depending on the size standard chosen.
6. In Section IV, list all affiliates of the borrower. For each affiliate, indicate the relationship to the borrower and provide necessary details in the 'Additional detail on Affiliate relationship to Borrower' field.
7. Complete the certifications at the end of the worksheet by having an authorized representative sign, print their name, title, and date.
8. After filling out all sections, ensure that all information is accurate and complete. Save your changes, download a copy, print it or share it as needed.

Complete your SBA 3511 form online now to ensure you meet the necessary requirements for your Paycheck Protection Program loan.