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Appendix V: SBA Client Definitions and Reporting Instructions C O U N S E L I N G D E F I N I T I O N S TERM Client Counseling FacetoFace Counseling DEFINITION The client is the business, if it exists.
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How to fill out Appendix V - SBA?

01
Begin by carefully reviewing the instructions provided by the Small Business Administration (SBA) regarding Appendix V. Make sure you understand the purpose and requirements of this document.
02
Start by providing your business information at the top of the form. This includes your business name, address, Employer Identification Number (EIN), and other relevant details requested by the SBA.
03
Next, you will need to go through the questionnaire section of Appendix V. This section typically consists of multiple choice or yes/no questions. Read each question carefully and provide accurate and honest answers.
04
If any question requires additional explanation or supporting documentation, make sure to attach them as required by the SBA. This may include financial statements, legal documents, or any other relevant records that help support your answers.
05
Ensure that all the required signatures are obtained before submitting the completed Appendix V. This may involve obtaining signatures from business owners, partners, or authorized representatives.
06
Before submitting, double-check all the information provided to ensure accuracy and completeness. Any errors or omissions may delay the processing of your application.

Who needs Appendix V - SBA?

01
Small businesses applying for certain SBA programs or loans may be required to fill out Appendix V. This document is commonly associated with loan programs such as the 7(a) Loan Program or the CDC/504 Loan Program.
02
The SBA may request the submission of Appendix V as part of the application process to verify the eligibility and suitability of the business for the specific program or loan.
03
It is important to review the specific guidelines and requirements of the program or loan you are applying for to determine if Appendix V is necessary. If it is listed as a required document, then you will need to complete and submit it accordingly.
Remember, it is always recommended to seek assistance or guidance from professionals, such as SBA-approved lenders or business advisors, to ensure that you accurately complete Appendix V and meet all the necessary requirements for your specific situation.
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Appendix V - SBA is a form required by the Small Business Administration (SBA) for certain loan applications.
Applicants seeking loans through the SBA are required to file Appendix V - SBA.
Appendix V - SBA should be filled out with accurate and detailed information as requested on the form.
The purpose of Appendix V - SBA is to gather specific financial and business information from loan applicants.
Information such as financial statements, business plans, and loan details must be reported on Appendix V - SBA.
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