Download:
pdf |
pdfAttachment 3
WOSB or EDWOSB Certification Questionnaire Screenshots
Accept Page:
OMB Approval No: 3245-0374
Expiration Date: XX-XX-XXXX
1
8(a)
Third Party
Yes/No with attachment required on ‘Yes’
Yes/No with attachment required on ‘Yes’
2
Changes in Eligibility
Non-qualification
Yes/No
Yes/No with attachment required on ‘Yes’
3
Partnership
Yes/No: Attachment required on ‘Yes’, Comment required on ‘No’
(These questions show if the firm is registered as a Partnership)
Yes/No: Attachment required on ‘Yes’, Comment required on ‘No’
4
Corporation & S-Corp
Yes/No
Yes/No: Attachment required on ‘Yes’, Comment required on ‘No’
(These questions show if the firm is registered as a Corporation & S-Corp)
Yes/No
Yes/No
Yes/No
5
Corporation & S-Corp
Yes/No
Yes/No: Attachment required on ‘Yes’, Comment required on ‘No’
6
LLC
Yes/No: Attachment required on ‘Yes’, Comment required on ‘No’
(These questions show if the firm is registered as a LLC)
Citizenship
Yes/No: Attachment required on ‘Yes’
Yes/No: Attachment required on ‘Yes’, Comment required on ‘No’
7
Ownership
Yes/No
Yes/No/NA: Comment required on ‘No’
Yes/No
8
Management
Yes/No
Yes/No
Yes/No: Attachment required on ‘Yes’
Yes/No
9
Management
Yes/No
Yes/No
10
SBA Exam
Yes/No
11
Review Page
12
Review Page
13
Review Page
14
Privacy Statements Page
15
Signature Page
1 hour.
16
Additional Questions Required for an EDWOSB
Net Worth Page
Yes/No
17
Adjusted Gross Income Page
Yes/No
Yes/No
18
Assets Page
Yes/No
Yes/No
19
Assets Page
Yes/No
20
Economic Disadvantage Page
Yes/No: Attachment required on ‘Yes’
21
Financial Data Page
Additional Information Required on Add New Person
Yes/No; Supporting Documents Required on Yes
22
Cash on Hand Page
23
Other Sources of Income Page
24
Notes Payable Page
Yes/No; Additional Information Required on Yes
Additional Information Required on New
25
Retirement Accounts Page
Yes/No; Additional Information and Supporting Documents Required on
Yes
Additional Information Required on New
26
Retirement Accounts Page
Yes/No; Supporting Documents and Additional Information Required on
Yes
Additional Information Required on New
27
Life Insurance Page
Yes/No; Additional Information Required on Yes
Yes/No; Additional Information Required on Yes
Additional Information Required on New
28
Stocks & Bonds Page
Yes/No; Additional Information Required on Yes
Additional Information Required on New
29
Primary Residence Page
Yes/No; Additional Information Required on Yes
Yes/No; Additional Information Required on Yes
Yes/No; Additional Information Required on Yes
30
Primary Residence Page
Yes/No; Additional Information Required on Yes
Yes/No; Additional Information Required on Yes
31
Primary Residence Page
Yes/No; Additional Information Required on Yes
32
Other Real Estate Page
Yes/No; Additional Information Required on Yes
Yes/No; Additional Information Required on Yes
33
Other Real Estate Page
Yes/No; Additional Information Required on Yes
Yes/No; Additional Information Required on Yes
Yes/No; Additional Information Required on Yes
34
Other Real Estate Page
Yes/No; Additional Information Required on Yes
35
Personal Property Page
Yes/No; Additional Information Required on Yes
Yes/No; Additional Information Required on Yes
Additional Information Required on New
Additional Information Required on New
36
Notes Payable and Other Liabilities Page
Yes/No; Additional Information Required on Yes
Additional Information Required on New
37
Assessed Taxes Page
Yes/No; Additional Information Required on Yes
Additional Information Required on New
38
Adjusted Gross Income Page
39
Financial Data Summary Page
40
Privacy Statements Page
41
Review Page
42
Review Page
43
Review Page
44
Review Page
45
Signature Page
1 hour.
46
| File Type | application/pdf |
| Author | Kimberly Green |
| File Modified | 2020-05-11 |
| File Created | 2018-03-13 |