Confidential Intake · Secure Submission

Your file starts here.

This intake collects what SmallBiz Recon needs to assemble the document package you’ve selected — formatted for the correct desk, in the format they expect. You review everything before it goes anywhere. 8–10 minutes. No payment required to submit.

2–4 daystypical confirmation window

$0no charge to submit

EncryptedSSL · staff-only access

Section A

Borrower Information

Legal Business Name*

State Business Originated In*

Business Type

Primary Contact

Full Name*

Email*

Phone*

Co-Owners with 20%+ Ownership

No co-owners added.

Estimated time

8–10 minutes

Save your work by leaving the tab open. Drafts are not stored on our server.

What happens next

1You submit. SmallBiz Recon emails you a confirmation with your reference ID and a copy of your intake as a PDF.
2SmallBiz Recon reads your submission within 2–4 business days to confirm we have what we need to prepare the document(s) you selected.
3SmallBiz Recon sends you a service agreement and pricing for the document(s) you selected. You decide whether to proceed.

Confidential

SSL-encrypted submission. Reviewed only by SmallBiz Recon staff. SmallBiz Recon is not a law firm and does not provide legal advice.

Prepared by

SmallBiz Recon staff.

Document preparation by staff with direct SBA Servicing Department operational experience. SmallBiz Recon is not a law firm and does not provide legal advice. Document preparation is non-legal.

Working from:SBA SOP 50 52 2 — COVID EIDL ServicingSBA Policy Notice 5000-857729 (8/5/2024)SBA Policy Notice 5000-840468 — COVID EIDL Servicing & LiquidationU.S. Treasury Cross-Servicing GuidanceTreasury Financial Manual, Vol. I, Part 3, Ch. 5000TFM 5030.20 — Certify DebtTFM 5030.40b — Prerequisites to TransferTFM 5030.50a — Continued Validity & Enforceability of the DebtTFM 5030.50b — Defending Litigation & Notifying Fiscal ServiceTFM 5030.50c — Maintain RecordsTFM 5030.50d — Recall Transferred DebtTFM 5035.40 — Respond to Disputes & InquiriesTFM 5035.50 — Return Transferred DebtTreasury Cross-Servicing Debtor ResourcesTreasury Cross-Servicing Debtor Dispute Form31 C.F.R. § 285.12 — Transfer of Debts to Treasury for Collection31 C.F.R. § 285.5 — Treasury Offset Program31 C.F.R. § 285.11 — Administrative Wage GarnishmentFederal Claims Collection Standards (31 C.F.R. Parts 900–904)Debt Collection Improvement Act (31 U.S.C. §§ 3711, 3716)Fair Debt Collection Practices Act guidance