Paycheck Protection Program - Borrower Checklist - Other 501(c) Organization

Sep 19, 2026

Borrower checklist for the Paycheck Protection Program for “Other 501(c) Organizations.” Completing the Borrower Application alone is not sufficient: the borrowing representative must complete and sign this checklist to be considered. It specifies required entity documents for unions versus union training centers/JATC’s, payroll and tax documentation options (2019 or 2020), and supporting 990/LM-2 details with a lobbying-effort eligibility restriction.

LanguageEnglish

CategoryForms

FormatPDF

Pages2

Reading Time1 min

AccessFree to download

Entity documents required

Union documents

Union Training Center/JATC documents

Payroll / Tax documentation / loan signer information required

IRS Form 941 and 2019/2020 selections

990 or LM-2 and lobbying restriction

Payroll calculation support and benefit documentation

Loan document signer information

ID copy and applicant details

Additional signer documents

Helpful hints for attached PPP loan application

NAICS code

Business address

Signature section

Paycheck Protection Program Borrower Checklist-Other 501(c) Organization In addition to a completed Borrower Application, this checklist must be completed & signed by the borrowing representative for the application to be considered for the PPP Loan Program. Entity documents required for Other 501(c) Organizations-select either Union or Union Training Center/JATC’s: Union: ☐ By-laws or Constitution ☐ Authorization/Minutes naming who is authorized to apply for and sign for the PPP loan Union Training Centers/JATC’s: ☐ Declaration of Trust ☐ Authorization/Minutes naming who is authorized to apply for and sign for the PPP loan, as approved by the Trustees Payroll / Tax Documentation / Loan Document Signer Information Required ☐ 1st quarter 2020 IRS Tax Form 941 Borrowers may utilize 2019 OR 2020 information to obtain a PPP Loan. Select either 2019 OR 2020 ☐ 2019 Information Utilized ☐ 2019 calendar year payroll report required. Note: individuals are capped at $100,000 annual salary. ☐ Summary report showing how‘Average Monthly’ Payroll’ and ‘…Loan Request Amount’ were calculated.☐ Most recent available 990 or LM-2 (note: borrower is ineligible for PPP loan if 15% or more of revenue was generated from lobbying efforts OR if 15% or more of expenses were paid for lobbying efforts) . ☐ If benefits utilized in payroll calculation, provide supporting documentation. ☐ 2020 Information Utilized ☐ 2020 calendar year payroll report required. Note: individuals are capped at $100,000 annual salary. ☐ Summary report showing how‘Average Monthly Payroll’ and ‘ …Loan Request Amount’ were calculated.☐ Most recent available 990 or LM-2 (note: borrower is ineligible for PPP loan if 15% or more of revenue was generated from lobbying efforts OR if 15% or more of expenses were paid for lobbying efforts) . ☐ If benefits utilized in payroll calculation, provide supporting documentation. Loan Document Signer Information: ☐ Color copy of State issued ID Legal Name (this will appear on loan documents): Job Title: Social Security Number: Email address (loan documents will be sent to this address): ☐ Additional loan document signers (please attach document with the information above for additional signers). Helpful Hints for attached PPP Loan Application: NAICS Code – [https://www.naics.com/search/](https://www.naics.com/search/ typically:)[ typically:](https://www.naics.com/search/ typically:) Unions = 813930 ; JATC’s = 611513 Business Address (PLEASE include zip+4) --[https://tools.usps.com/zip-code-lookup.htm?byaddress](https://tools.usps.com/zip-code-lookup.htm?byaddress) Bank of Labor make no warranties or representations for the Paycheck Protection Program. Borrower acknowledges this is an SBA program therefore final decisions on application and loan forgiveness are determined by the SBA. Signature of Authorized Representative of Applicant Date Print Name Title

FAQs

What payroll and tax documentation does the borrower need to provide?

The borrower must submit 1st quarter 2020 IRS Form 941 and choose either 2019 or 2020 payroll information (including a calendar year payroll report with the $100,000 annual salary cap) plus a summary showing how average monthly payroll and the loan request amount were calculated, supported by any required benefit documentation and the most recent 990 or LM-2 with the lobbying restriction.

Sep 19, 2026

Upload by Felix Montgomery