Small Business Act

U. S. Small Business Administration
DISASTER BUSINESS LOAN APPLICATION
Filing Requirements (Please submit)
For ALL Disaster Business Loans, the following requirements (1 through 4) must be
submitted with your Disaster Loan Application Package.
1.

Copies of the applicant’s 3 most recent Federal Income Tax Returns, including all schedules. If this is a new
business that has not filed 3 Federal Tax Returns, submit the ones you have filed. Also, complete and sign
the attached Tax Information Authorization (IRS Form 8821). Sole proprietors need only submit the IRS
Form 8821. We will contact you if we need any additional information (i.e. forecasts, etc.)

2.

A current (dated within 90 days of application) business balance sheet (you may use the attached Personal
Financial Statement (SBA Form 413) if you are a sole proprietorship), a current profit and loss statement, and
a current schedule of liabilities. (We attached a sample schedule of liabilities (SBA Form 2202) for your
convenience.)

3.

For 1) each proprietor; or 2) each limited partner who owns 20% or more interest and each general partner;
or 3) each stockholder or entity owning 20% or more of voting stock, a current (dated within 90 days of
application) personal financial statement (you may use SBA Form 413 for this purpose). Entities (except sole
proprietorships) must also submit a complete copy, including all schedules, of the entity’s most recent
Federal Income Tax Return.

4.

A complete copy, including all schedules, of the latest Federal Income Tax Return for each affiliate.
Affiliates include, but are not limited to business parents, subsidiaries, or other businesses with common
ownership or management. An authorized individual must complete and sign the attached IRD Form 8821
for each affiliate.

Additional Requirement for PHYSICAL DAMAGE
1.

Please prepare and have available for SBA’s Loss Verifier a brief description of damage to real estate and
business contents.

2.

If your insurance company covers all or part of this loss (regardless of the current status of your claim),
please provide the name and telephone number of your agent and/or claims adjustor. Also, include the policy
number and the name of your insurance company. If available, include a copy of your proof of loss and a
copy of the declaration page of your insurance policy.

Additional Requirements for ECONOMIC INJURY
1.

Please submit the attached SBA Form 1368, Additional Filing Requirements – Economic Injury Disaster
Loan (EIDL).

2.

Please provide a brief explanation of the economic loss caused by the declared disaster. Include an
explanation of how the loan funds would be used.

IF SBA APPROVES YOUR LOAN, WE MAY REQUIRE ADDITIONAL
INFORMATION BEFORE LOAN CLOSING. WE WILL ADVISE YOU, IN
WRITING, OF WHAT DOCUMENTS WE NEED.
Additional requirements for Military Reservist Economic Injury (MREIDL) on
back page

Rev. 10 08

Additional Requirements for Military Reservist Economic Injury
(MREIDL)
Military Reservist Economic Injury (MREIDL) – A small business is eligible to apply for assistance during a period
beginning when an essential employee receives notice of expected call-up to active duty, and ending 1 year after the
date the essential employee is discharged or released from active duty.
1.

Please provide:
a. A copy of the essential employee’s notice of expected call-up to active duty, official call-up orders,
or discharge/release from active duty status, showing (if known) the date of call-up or the date of
release/discharge.
b. A statement from the business owner that the reservist is essential to the successful day-to-day
operations of the business (detailing the employee’s duties and responsibilities and explaining why
these duties cannot be completed in the essential employee’s absence).
c. A certification by the essential employee that he or she concurs with the statements in “b” above.
d. A written explanation and financial estimate of how the call-up of the essential employee to active
duty has resulted or will result in substantial economic injury to the business. (Provide monthly
sales figures beginning 3 years prior to the call-up and continuing through the most recent month
available. You may use SBA Form 1368 for this purpose).
e. A description of the steps the business is taking to alleviate the substantial economic injury.
f. A certification from the business owner that the essential employee will be offered the same or a
similar job upon return from active duty.

IF SBA APPROVES YOUR LOAN, WE MAY REQUIRE ADDITIONAL
INFORMATION BEFORE LOAN CLOSING. WE WILL ADVISE YOU, IN
WRITING, OF WHAT DOCUMENTS WE NEED.

Rev. 10 08