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Applicants must compile completed application materials, entity formation or business license documentation, payroll protection program forms, IRS quarterly 941 payroll tax reports, and year-specific payroll reports. Optional items include health insurance premium totals and retirement plan funding paid by owners. The guide also explains how to apply via the member customer portal, upload requested documents to the dashboard, and follow next steps after submission, including review timelines and possible underwriting requests.",{"@graph":63,"@context":119},[64,80,102],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":36,"@type":70,"position":76},"https://docshare.wps.com/template/forms/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/sba-ppp-application-instructions-documentation-collection-member-portal-instructions/306505/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/sba-ppp-application-instructions-documentation-collection-member-portal-instructions/306505.png","ImageObject",442,249,{"name":88,"@type":89},"Elsa","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-10-27","2026-09-19",true,{"@type":98,"interactionType":99,"userInteractionCount":101},"InteractionCounter",{"@type":100},"ViewAction",10,{"@type":103,"mainEntity":104},"FAQPage",[105,111,115],{"name":106,"@type":107,"acceptedAnswer":108},"What documents are required for an SBA PPP loan application?","Question",{"text":109,"@type":110},"The instructions require a completed SBA Form 2483 PPP Application Form (revised 1/8/2021), entity formation documents (articles or bylaws/operating agreement), a completed PPP application form, 2019 or 2020 IRS quarterly 941 payroll tax reports, and 2019 payroll reports including payroll taxes and number of employees.","Answer",{"name":112,"@type":107,"acceptedAnswer":113},"Can applicants submit health insurance or retirement plan documentation?",{"text":114,"@type":110},"Yes. 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The credit union then notifies the decision and, if approved, provides outstanding items needed to close and closing documents for the borrower to sign.","https://schema.org",{"og:url":78,"og:type":121,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":123,"canonical":78},"index,follow",{"doc_id":125,"site_id":56},306505,1791267849,{"code":4,"msg":5,"data":128},{"doc_id":125,"user_id":129,"nickname":88,"user_avatar":130,"doc_module":9,"category_id":35,"category_name":36,"doc_title":59,"doc_description":61,"doc_content":131,"file_id":132,"file_url":133,"file_type":134,"file_size":135,"view_count":101,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":136,"language":137,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":138,"faqs":139,"seo_title":140,"seo_description":61,"update_tm":141,"read_time":76},137455077381,"https://ap-avatar.wpscdn.com/davatar_994ba38a5ba835b3df7d355c54d3ed8d","# SBA PPP APPLICATION INSTRUCTIONS\n\nAPPLICANTS WITH DIFFERENT LENDER FROM FIRST LOAN ANDAPPIYING FOR FIRST PPPIOAN  \n# DOCUMENTATION COLLECTION\n\nGather the following documentation,complete the applicable forms,and scan thedocuments in a format (pdf preferred)that can be uploaded to the applicationportal.Please provide all information from the same calendar year of either 2019or 2020.  \n# LIST OF REQUIRED DOCUMENTATION\n\n1.COMPLETED APPLICATION  \nFIRST PPP LOAN:SBA FORM 2483 PPP APPLICATION FORM (REVISED1/8/2021)  \n2.ARTICLES OF INCORPORATION/ORGANIZATION (CORPORATIONS)orBYLAWS/OPERATING AGREEMENT (LLCS)or BUSINESS LICENSE(SOLE PROPRIETORSHIPS)  \n3.COMPLETED PAYROLL PROTECTION PROGRAM APPLICATION FORM  \n4.2019 OR 2020 IRS QUARTERLY 941 PAYROLL TAX REPORTS  \n5.2019 OR 2020 PAYROLL REPORT (INCLUDING PAYROLL TAXES AND NUMBEROF EMPLOYEES)FOR CALENDAR YEAR 2019  \n6.OPTIONAL:DOCUMENTATION SHOWING TOTAL OF ALL HEALTH  \nINSURANCE PREMIUMS PAID BY THE COMPANY OWNER(S)UNDER A GROUPHEALTH PLAN.INCLUDE ALL EMPLOYEES AND THE COMPANY OWNERS  \n7.OPTIONAL:DOCUMENT THE SUM OF ALL RETIREMENT PLAN FUNDINGTHAT WAS PAID BY THE COMPANY OWNER(S)(DO NOT INCLUDE FUNDINGTHAT CAME FROM EMPLOYEES OUT OF THEIR PAYCHECK DEFERRALS).  \n8.COPY OF FRONT AND BACK OF DRIVERS LICENSE OR PASSPORT FOR ALLAUTHORIZED SIGNERS OF BUSINESS  \n9.SCHEDULE OF ANY SUPPLEMENTARY FACTS OR ANSWERS AS REQUESTED INTHE APPLICATION  \n# MEMBER PORTAL INSTRUCTIONS\n\nMember will apply for the PPP product through the customer portal.  \nhttps://mbfs.force.com/customers  \nMember will sign in to create an account  \nWelcome back!Log in to continue.  \nEmail  \nlorielle@gmail.com  \nPassword  \nForgot password?  \nLog In  \nNew Customer?Sign Up x  \nBorrower will apply for a New Loan  \nDashboardApply for a New LoanThom  \n## Apply for the SBA Loan\n\nSBAApplySBA Guaranteed lending product for operating entities.  \n## Complete the application\n\nLet's determine your eligibility  \nHelp us determine the terms of the loan that best meet your needsLoan AmountUSD15,000.00Loan PurposePPP  \nAre you affliated with a Credit Union?Yes  \nWhat Credit Union are you affiliated with?Credit UnionNext  \nTell us about your business  \nWe'lluse this information to verify your business and confirm your eligibilityLegal Business NameAnnual RevenueUSD  \nTax Identification Number(TIN)  \n## ①Why do we need this?\n\nXX-XXXXXXXLegal Entity TypeWhere is your business located?Billing AddressCityState  \n## Complete Contact Information\n\n# RoleCo-OwnerQSocial Security Number(SSN)\n\nWhy do we need this?Contact InformationResidential Addresslorielle@gmail.comCity  \nPhiladelphiaStateZIPPA19115Mailing Address Same as ResidentialLegal Information  \nBorrowers &Guarantors  \nPlease add,excluding yourself,any additional guarantors and borrowers for the loan.Add a Borrower or GuarantorSkipSave and come back later  \nRequest  \nLoan Amount  \nUSD 15,000.00  \nOA IsAffiliated With Credit Union  \nYes  \nOA Credit Union  \nCU of Atlanta  \nBusiness Info  \nRelationship Name  \nDoes everything look right?  \nLet's double check what you've entered.Once you submit this,we'll process your application andthe Credit Union will be in touch within 1-2 days.  \nEdit  \nLoan Purpose  \nPPP  \nEdit  \nAnnual Revenue  \nClick on Go to Dashboard to upload supporting documentation  \n# Your application was submitted!What's next?\n\n1.The team at the credit union will review your application.  \n2.  Please upload the requested documents that are reflected on your dashboard.We will e-mail you if additional documents are required.Once a completed package is received theunderwriting process will begin.  \nNote:If applying for the SBA PPP Forgiveness Product,please upload documentation tosupport payroll and non-payroll costs as well as the SBA 3508 form.  \n3.The Credit Union will notify you of a loan decision,and once approved,the outstandingitems needed to close.  \n4.Once all outstanding items are received and reviewed by the credit union,you'll sign closingdocuments to receive your loan proc","cbCaiu3hfc3xLMgE","https://ap.wps.com/l/cbCaiu3hfc3xLMgE","pdf",293880,9,"English","# SBA PPP APPLICATION INSTRUCTIONS\n## DOCUMENTATION COLLECTION\n## LIST OF REQUIRED DOCUMENTATION\n## MEMBER PORTAL INSTRUCTIONS\n## Apply for the SBA Loan\n## Complete the application\n## Your application was submitted! What's next?\n## Upload documents","[{\"question\":\"What documents are required for an SBA PPP loan application?\",\"answer\":\"The instructions require a completed SBA Form 2483 PPP Application Form (revised 1/8/2021), entity formation documents (articles or bylaws/operating agreement), a completed PPP application form, 2019 or 2020 IRS quarterly 941 payroll tax reports, and 2019 payroll reports including payroll taxes and number of employees.\"},{\"question\":\"Can applicants submit health insurance or retirement plan documentation?\",\"answer\":\"Yes. Optional documentation may show total health insurance premiums paid by the company owner(s) under a group health plan, including all employees and owners. Optional documentation may also document total retirement plan funding paid by owner(s), excluding amounts funded from employees’ paycheck deferrals.\"},{\"question\":\"How does the application submission process work after uploading documents?\",\"answer\":\"After submission, the credit union reviews the application, applicants upload requested documents shown on the dashboard, and the underwriting process begins once a completed package is received. The credit union then notifies the decision and, if approved, provides outstanding items needed to close and closing documents for the borrower to sign.\"}]","SBA PPP Application Instructions - Documentation Collection - Member Portal Instructions | PDF",1789837233]