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Fraud Prevention Reminder:

While iTHINK Financial actively monitors your accounts for potential fraud, please remember that we will NEVER initiate a call or email asking for your card PIN, Online Banking username and password, or full card number. If you have any doubt about the validity of a phone call or email you receive from us, please call our direct number at 800.873.5100 to speak with us immediately.

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SBA Paycheck Protection Program

Documents to download:


Requests should be sent to Ben Maffett at bmaffett@ithinkfi.org. We are receiving a high volume of requests and will respond via email, usually within 2 days.

Please note we are not working with brokers on this program or paying referral fees.

Payroll documentation to include 2019 W-3, 940, and Payroll sheets from Jan 1, 2020 – Feb 29, 2020.  If your business is a Sole Proprietor, provide Tax Form 1040 with Schedule C and 1099-MISC if received. 
 

  • Sole Proprietors must note and provide additional information:

    If you are a Sole Proprietor: Regardless of whether you have filed a 2019 tax return with the IRS, you must provide the 2019 Form 1040 Schedule C with your PPP loan application to substantiate the applied-for PPP loan amount and a 2019 IRS Form 1099-MISC detailing non-employee compensation received (box 7), invoice, bank statement, or book of record that establishes you are self-employed. You must provide a 2020 invoice, bank statement, or book of record to establish you were in operation on or around February 15, 2020.

    This is a requirement of the program established April 14, 2020, and cannot be waived or otherwise modified with alternative documentation other than that called for above.



May 20 update, please read carefully:

Our staff is working seven days a week to prepare the very large number of loan requests from members and non-members. So we can provide funding to as many small businesses as possible, we are processing loan applications on a first come basis. In order to obtain approval on applications they must be complete with the required documents included. Please be certain to review your application and documents before submitting. Missed initials or incomplete/missed documents will delay or cause your request to not be approved by SBA. Frequently, initials on questions 5 and 6 of the PPP application are missed because the initial section is located in the middle of the page.


We have obtained approvals on well over 95% of the files received to date. We are working towards 100% approval of all applications received until SBA funds are no longer available.

We continue to accept and process new applications so it is imperative they are delivered complete, initialed in all required places, and include all required documentation for approval.

Thank you; we hope you and your family are doing well.

 

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"How To Weather a Bear Market" Webinar on Jun 3

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BALANCE Webinar: UNDERSTANDING CREDIT on Jun 9

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