SBA Guaranteed Loan Application Forms
IRS Form 4506T: Request for Transcript of Tax Return USCIS Form G-845: Document Verification Request Form 912: Statement of Personal History plus required explanations on Addendum B (page 10) from SBA Eligibility Questionnaire for Standard 7(a) Common Closing Forms Form 147: Note Form 148: Unconditional, unlimited guarantee
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www.irs.govIf you need a copy of Form W-2 or Form 1099, you should first contact the payer. To get a copy of the Form W-2 or Form 1099 filed with your return, you must use Form 4506 and request a copy of your return, which includes all attachments. 9 Year or period requested. Enter the ending date of the year or period, using the mm/dd/yyyy format.
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www.ocap.org2. Either (a) or (b) as required by your loan holder, unless you check the box in #3 below: (a) A completed IRS Form 4506-T or 4506T-EZ providing your consent for the IRS to disclose your AGI and other federal income tax return information to your loan holder.