Business
Certifications.

Private preparation worksheet

SBA application checklist

Choose a program to make a preparation checklist. It groups the records and tasks to work through; MySBA will provide the document requests for your application.

Your entries stay in this browser tab and are not saved automatically. Download a record before leaving if you want to keep it.

Do not enter names, account details or documents. Changing the program clears checked items.

Which documents will SBA request?

The SBA supporting documents guide ↗ covers ownership and control documents as well as program-specific records, entity-owned applications, changes and annual review. MySBA’s requests depend on your answers. Before marking a task complete here, compare it with the relevant request and gather the records in your own files.

Contributor tasks

Some applications require contributors to complete tasks in MySBA. Changes can require new invitations, so check your program selections and business details first. The SBA initial 8(a) application guide ↗ explains the contributor process. A tick in this worksheet records your preparation; the official system shows whether the contributor’s task is complete.

Saving the checklist

The download saves the checklist and which items you marked complete. It contains no supporting documents and does not record SBA acceptance. Keep the official requests, the location of your records and any unanswered questions with your business files.

Sources

Sources checked 8 October 2026. Regulations reflect the official consolidated text available through 6 October. Check current SBA notices before applying.