Required Documents

All Applicants:

SBA Quick Loan Application - (Click to download the application.)

  • If multiple owners, one signature from an authorized representative is still ok.

Driver's License - color photo of driver's license, front and back, for all owners of 20%+ (passport acceptable as well)​​ (p (

Corporate Documents - for business entities

  • Organizational Documents (e.g., Articles of incorporation / Partnership Agreement LLC Operating Agreement)

  • NAICS code (this typically on the front page of your business tax return, or box B of your Schedule C)

Any Business with W-2 Employees:

Payroll Documents

  • Form 940 for 2019

  • Form 941s for 2019 and Q1 2020

  • Copies of 2019 employee W-2's 

  • Monthly payroll statements for 2019 and Jan-Feb 2020 (Note: Payroll providers like ADP, Paychex and Gusto already have a report setting available for PPP loans. Please check with your provider.)

Proof of Other Payroll Expenses (if any)

  • These can include health plan payments, retirement contributions, state unemployment taxes

​2019 Tax Return or if not available, then a 2019 P&L

Bank Statements - Jan and Feb 2020​

Special Situations - Business Entites

  • If Seasonal Business

    • Payroll reports for 12-week period starting Feb, 15 2019 or March 1, 2019

  • If Business Entity Not Operational from Feb 15, 2019 to Jun 30, 2019

    • Payroll reports for Jan 2020 through Feb 2020

Independent Contractors and Sole Proprietors:

(Note: we are currently not offering loans for Independent Contractors. The requirements below are still applicable, however, to any PPP lenders that do offer loans to ICs.)

Last filed tax return

  • If 2019 not available, then submit 2018

  • If 2019 not available, a 2019 Schedule C is required (it's ok that this is prior to filing your complete 2019 return). Here are links to download from a blank 2019 Schedule C and the instructions for Schedule C.

Any 1099 forms received for 2019 

Verification of continued self-employment as of Feb 15, 2020 (such as an invoice or bank statement)

© 2020 by Everfund Commercial Capital, LLC

Everfund Commercial Capital, LLC

2200 Wilson Blvd, Suite 102-38

Arlington, Virginia 22201

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