AmPac's Response for Small Business
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Six Month Debt Forgiveness for AmPac SBA Valued Clients
SBA 504 Loan and Micro-Loan Request for Deferment Checklist
CURRENT FINANCIAL INFORMATION
Borrower’s Financial Statements
- The Borrower’s last year-end financial statement and with a current Business Debt Schedule.
- If the Borrower has any affiliates, a current consolidated financial statement (along with each affiliates Business Debt Schedule.)
Business Federal Income Tax Returns
A complete copy of the Borrower and each affiliate’s business federal income tax return that was filed with the IRS for the past two years or a written explanation as to why a copy is not available. Special Note: Should your servicing file be up-to-date, AmPac should have the past two years' tax returns.
Personal Federal Income Tax Returns
A complete copy of the personal federal income tax returns that each Guarantor filed with the IRS for the past two years or a written explanation as to why a copy is not available. Special Note: Should your servicing file be up-to-date, AmPac should have the past two years' tax returns.
Personal Financial Statements** Note: The SBA 770 FORM IS ONLY REQUIRED FOR SBA 504 LOANS; Micro Loan Clients may utilize the SBA Form 413 Personal Financial Statement Form.
A current financial statement, preferably on the attached SBA Form 770 (Financial Statement of Debtor), which should be signed under penalty of perjury and must show the Borrower’s assets, liabilities, income and expenses.