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Required Documents for PPP Loans

IMPORTANT NOTICE: HOPE is not currently accepting Paycheck Protection Program loans.

Monitor our website for notification that applications will be accepted in the future if the current program is extended beyond the original March 31 deadline.

Thank you for your interest in applying for a Paycheck Protection Program loan from HOPE. If you have an interest in applying for a PPP loan when and if the program is reopened, we encourage you to prepare all of the required documentation in advance.  Your application will not be processed until all of the necessary documentation and information has been provided.

Self-Employed with No Employees (Sole Proprietor or Independent Contractor)

  1. Full 2019 IRS Form 1040 with Schedule C (Full IRS Form 1040 Schedule F for Self-Employed Farmers)
  2. (Independent Contractors ONLY) 2019 IRS Form 1099-MISC, Invoice, Bank Statement, or Book of Record
  3. 2020 Invoice, Bank Statement, or Book of Record establishing that you were in operation on February 15, 2020
  4. Payroll Calculation Spreadsheet
  5. SBA PPP Borrower Application
  6. Unexpired Government-Issued Identification (e.g. Driver’s License, Passport, Military ID)
  7. Secretary of State Certificate of Good Standing
  8. (If LLC) Proof of Business Ownership (e.g. Certificate of Organization, Articles of Organization or Resolution of LLC/PLLC, LLC/PLLC Operating Agreement, Assumed Name Certificate)

Self-Employed with Employees (Sole Proprietor or Independent Contractor)

  1. Full 2019 IRS Form 1040 with Schedule C (Full IRS Form 1040 with Schedule F for Self-Employed Farmers)
  2. 2019 IRS Form 941 for each quarter or IRS Form 940 or IRS Form 944
  3. State Quarterly Wage Unemployment Insurance Tax Reporting Form for four quarters in 2019 or 2020 (OR equivalent payroll processor records or IRS Wage and Tax Statements)
  4. Documentation of any retirement or health insurance contributions in 2020
  5. Payroll statement or similar documentation from the pay period that covered February 15, 2020
  6. Payroll Calculation Spreadsheet
  7. SBA PPP Borrower Application
  8. Unexpired Government-Issued Identification (e.g. Driver’s License, Passport, Military ID)
  9. Secretary of State Certificate of Good Standing
  10. (If LLC) Proof of Business Ownership (e.g. Certificate of Organization, Articles of Organization or Resolution of LLC/PLLC, LLC/PLLC Operating Agreement, Assumed Name Certificate)

Partnership (LP or LLP)

  1. Full 2019 IRS Form 1065 (Including K-1s)
  2. 2019 IRS Form 941 for four quarters in 2019 or 2020, OR IRS Form 940 OR IRS Form 944
  3. State Quarterly Wage Unemployment Insurance Tax Reporting Form for four quarters in 2019 or 2020 (or equivalent payroll processor records or IRS Wage and Tax Statements)
  4. Documentation of any retirement or health insurance contributions in 2020
  5. (If the partnership has employees) Payroll statement or similar documentation from the pay period that covered February 15, 2020
  6. (If the partnership has no employees) Invoice, Bank Statement, or Book of Record establishing the partnership was in operation on February 15, 2020
  7. Payroll Calculation Spreadsheet
  8. SBA PPP Borrower Application
  9. Unexpired Government-Issued Identification (e.g. Driver’s License, Passport, Military ID)
  10. Secretary of State Certificate of Good Standing
  11. Proof of Business Ownership (e.g. Partnership Agreement, Joint Venture Agreement, Certificate of Limited Partnership, Resolution of Partnership, Assumed Name Certificate)

Corporation (C-Corp or S-Corp)

  1. Full 2019 Business Tax Return (IRS Form 1120 or IRS Form 1120-S)
  2. 2019 IRS Form 941 for four quarters in 2019 or 2020, OR IRS Form 940 OR IRS Form 944
  3. State Quarterly Wage Unemployment Insurance Tax Reporting Form for each quarter (or equivalent payroll processor records or IRS Wage and Tax Statements)
  4. Documentation of any retirement or health insurance contributions in 2020
  5. Payroll statement or similar documentation from the pay period that covered February 15, 2020
  6. Payroll Calculation Spreadsheet
  7. SBA PPP Borrower Application
  8. Unexpired Government-Issued Identification (e.g. Driver’s License, Passport, Military ID)
  9. Secretary of State Certificate of Good Standing
  10. Proof of Business Ownership (e.g. Certificate/Articles of Incorporation, Bylaws, Authorized Designation Form, Corporate Resolution, State Sales Tax License)

501c3 Nonprofit Organization

  1. Full 2019 IRS Form 990 with Part IX
  2. 2019 IRS Form 941 for four quarters in 2019 or 2020, OR IRS Form 940 OR IRS Form 944
  3. State Quarterly Wage Unemployment Insurance Tax Reporting Form for four quarters in 2019 or 2020 (OR equivalent payroll processor records or IRS Wage and Tax Statements)
  4. Documentation of any retirement or health insurance contributions in 2020
  5. Payroll statement or similar documentation from the pay period that covered February 15, 2020
  6. Payroll Calculation Spreadsheet
  7. SBA PPP Borrower Application
  8. Unexpired Government-Issued Identification (e.g. Driver’s License, Passport, Military ID)
  9. Secretary of State Certificate of Good Standing

Nonprofit Religious Institutions, Veterans Organizations, and Tribal Businesses

  1. 2019 IRS Form 941 for four quarters in 2019 or 2020, OR IRS Form 940 OR IRS Form 944
  2. State Quarterly Wage Unemployment Insurance Tax Reporting Form for four quarters in 2019 or 2020 (OR equivalent payroll processor records or IRS Wage and Tax Statements)
  3. Documentation of any retirement or health insurance contributions
  4. Payroll statement or similar documentation from the pay period that covered February 15, 2020
  5. Payroll Calculation Spreadsheet
  6. SBA PPP Borrower Application
  7. Unexpired Government-Issued Identification (e.g. Driver’s License, Passport, Military ID)
  8. Secretary of State Certificate of Good Standing

501(c)(6) Housing Cooperative

  1. Full 2019 IRS Form 990 with Part IX
  2. 2019 IRS Form 941 for four quarters in 2019 or 2020, OR IRS Form 940 OR IRS Form 944
  3. State Quarterly Wage Unemployment Insurance Tax Reporting Form for four quarters in 2019 or 2020 (OR equivalent payroll processor records or IRS Wage and Tax Statements)
  4. Documentation of any retirement or health insurance contributions
  5. Payroll statement or similar documentation from the pay period that covered February 15, 2020
  6. Payroll Calculation Spreadsheet
  7. SBA PPP Borrower Application
  8. Unexpired Government-Issued Identification (e.g. Driver’s License, Passport, Military ID)
  9. Secretary of State Certificate of Good Standing