Client Information & Document File Share

Thank you for your continued interest.  We look forward to quickly and seamlessly processing your S.B.A. Economic Injury Disaster Loan (EIDL).

To initiate the process of creating your loan forms, paperwork and application, please fill out the Client Information questions:

Client Information

 

We will send to you three documents:

  1. Agreement spelling out our services and fees

    • (Fees: $400 total.  Half up front, half after the loan funds are received by you)

  2. S.B.A. Form 159-D - Agent Services Fee Disclosure form

  3. IRS Form 4506-T, Request for Transcript of Tax Return

    • (This allows the S.B.A. to authenticate your financials)

To finish your loan forms, paperwork and application, we require from you:

  1. Client Information Form requested above.

  2. The three documents noted above, signed.

  3. Your most recent Tax return 1040, and applicable form:

    • 1040 Schedule F, or 1040 Schedule C, 1120-S Form, or 1099.

  4. Initial $200.00 fee (half of total $400 fee)

 

Please send documents via   SecureFile@SBALoanAid.com

As noted in the Service Agreement, half of the fee is due to begin processing of the loan documents.  The remaining half is due only upon receipt of the S.B.A. funds into your account.

To send the initial $200.00,

please utilize the funds submission link here;

or mail a check to

SBA Loan Aid, 1934 Divisadero Street, San Francisco, CA 94115;

Thank you.  We look forward to serving you, and helping you get the necessary funds to keep your business thriving.  We promise to be fully accessible and accountable during this process, and keep you updated on the progress.

© 2020 by SBA Loan Aid Financial Services. 

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415.850.8370      contact@sbaloanaid.com

San Francisco, CA

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