Customer Assistance

If your original PPP loan amount was $150,000 or less, you can use the new simplified forgiveness application form (Form 3508S).

If you don't qualify to use the streamlined form as outlined above, you may still qualify to use the SBA's "short form." If you meet any of these 3 criteria, you can use Form 3508EZ: 

• EMPLOYEE HOURS

  • Did not reduce salary or wages for any employee by more than 25%, and did not reduce the number or hours of their employees (excepting laid-off employees who refused an offer to return).

• BUSINESS IMPACT

  • Did not reduce salary or wages for any employee by more than 25% during the covered period and experienced reductions in business activity as a result of health directives related to COVID-19.

If you did not meet the criteria for the other two forms, you will need to complete the SBA's original "long form" (Form 3508).

Use these materials to prepare your forgiveness application. This is not your final application, so you may leave loan number and signature blank. 

• APPLICATION FORM 3508S

Use these materials to prepare your calculations. This is  not  your final application, so you may leave loan number and signature blank.

• APPLICATION FORM 3508EZ

When you get to Step 3, you will be prompted to enter values from your completed form into the online tool.

Use these materials to prepare your calculations. This is  not  your final application, so you may leave loan number and signature blank.

• APPLICATION FORM 3508 & SUPPORTING WORKSHEETS

When you get to Step 3, you will be prompted to enter values from your completed form into the online tool.

To streamline your online application process, have these items on hand before using the online tool: 

• TAX IDENTIFICATION NUMBER

  • The TIN used on the signed PPP loan application

• EMAIL ADDRESS

  • The email address used when signing original loan documents

• SOCIAL SECURITY NUMBER

  • Of original PPP loan signer

• ANNUAL SALES

  • Annual sales figure from your most recent fiscal year-end

• COMPLETED FORM

  • You will need to refer to your completed forgiveness application form to complete fields in the online tool.

• SUPPORTING DOCUMENTS (FOR ORIGINAL LOAN AMOUNT OVER $150,000)

  • After submitting your form details, you will be able to upload your supporting documentation. These are not required for loan amounts less than $150,000. 

• SCHEDULE A (IF APPLICABLE)

  • If submitting the long form (Form 3508), upload an electronic version of your Schedule A worksheet as well

Contact your business banker if you have questions during the process, or contact Customer Support at 855-409-2422.