Part 5: 8(a) Annual Review Documents
The following are documents that might be uploaded during an 8(a) Annual Review.
Application Section | Document Type |
|---|---|
Eligibility Review | SBA Form 1790 |
Contributor - Eligibility Review | Non-commercial Loans |
Other Agreements | |
Proof of Payment Plan | |
Evidence of Deferred Payment Status | |
Transmutation Agreement | |
Spousal Separation Agreement | |
Contributor - Economic Disadvantage | Personal Tax Returns - Form 1040 |
Personal Tax Returns - Form 4506T | |
IRS Verification of Non-Filing | |
Wage & Tax Statements - Form 1099 | |
Wage & Tax Statements - Form 480 (Puerto Rico) | |
Wage & Tax Statements - W-2 | |
Income Letter of Explanation | |
Proof of Payment Plan | |
Other Tax document | |
Business Plan - Staffing | Resume |
Organizational Chart | |
Business Plan - Capital Contract | Business Tax Returns - Form 1120 |
Business Tax Returns - Form 1120S | |
Business Tax Returns - Form 1065 | |
Business Tax Returns - Form 480 (Puerto Rico) | |
Business Tax Returns - Schedule K-1 | |
Other Tax document | |
Forecasted Income Statement | |
Cash Flow Statement | |
Capital Expenditure Budget | |
Business Plan - Contracting Goals | Contracts Worksheet |
Business Plan - Marketing Strategy | Business Marketing Plan |
Business Plan - Capability Statement | Capability Statement |
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