Get Sba 3511 2020-2026

Filling out the SBA 3511 form, also known as the Affiliation Worksheet, is an essential step for borrowers participating in the Paycheck Protection Program. This guide provides clear and concise instructions to help users accurately complete the form online.

Follow the steps to complete the SBA 3511 form online

1. Press the ‘Get Form’ button to access the SBA 3511 form and open it in your editor.
2. Complete the 'Borrower Information' section by providing the legal name, address, PPP loan number, and other required details.
3. In 'Part A – Borrower Information', fill in the DBA or tradename (if applicable), TIN (EIN or SSN), work phone, primary contact, email address, and original principal amount of the PPP loan.
4. Move to 'Part B – Affiliation Information'. Begin with Section I. Affiliation Waiver, and answer questions 1 to 4. Mark the 'Confidential?' column if applicable.
5. If you answered 'YES' to any questions in Section I, you can skip Sections II, III, and IV. If not, proceed to Section II to select the size standard used to evaluate your eligibility.
6. In Section III, provide the necessary information regarding the primary NAICS code and either the employee count or average annual receipts based on the size standard selected.
7. Complete Section IV to list information about your affiliates, including their NAICS codes, number of employees, and whether they received a PPP loan.
8. Certify the information by having the authorized representative sign, print their name, title, and date in the certification section.
9. Once all sections are completed, save the form with your changes. You may then download, print, or share the completed SBA 3511 online.

Start completing your SBA 3511 form online today to ensure your eligibility for the Paycheck Protection Program.