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1. Hit the Get Form button to start editing and enhancing.
2. Switch on the Wizard mode on the top toolbar to acquire additional pieces of advice.
3. Fill each fillable area.
4. Be sure the info you add to the SBA Client Checklist is up-to-date and correct.
5. Indicate the date to the form using the Date feature.
6. Select the Sign icon and make an electronic signature. There are 3 options; typing, drawing, or capturing one.
7. Be sure that each area has been filled in correctly.
8. Click Done in the top right corne to save and send or download the form. There are various alternatives for getting the doc. An attachment in an email or through the mail as a hard copy, as an instant download.

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