Congratulations! Your PPP Borrower Request Form has been Successfully Submitted

PPP Forgiveness Next Steps

We have invested in specialized software to streamline the forgiveness process. The Sageworks software makes submitting your documentation simple and secure through a personalized loan portal. The secure portal will remain open for 30 days so you can start and stop the process anytime during this window. To assist you, we've created a Borrower Job Aid that gives you more detail on how to complete the application and worksheets. Should you have questions, please fill out a PPP Loan Question Form or contact your local loan officer.

Now that you've submitted your request form, here's what to expect:

  1. Within 2-3 business days, we will send you an email from which will contain a personalized URL to your PBA Sageworks portal page
  2. Follow the URL to open the personalized Secure portal page in your web browser
  3. Create a unique PIN between 6 & 12 characters (be sure to remember this PIN so you can come back to the portal to complete the application or upload documents)
  4. Complete and submit the secure forgiveness application (Please review the Borrower Job Aid for step by step instructions)

We understand you will be anxious to learn if your application is complete and qualifies for full forgiveness. Our team will work through applications as quickly as possible, but depending on volume it may take several weeks before we are able to process your application. Once we have completed our review of your forgiveness application and supporting documentation, you will receive a signature request email to eSign your 3508 or 3508EZ form through Adobe Sign. We will then submit your forgiveness request to the SBA for approval. The latest guidance advises that the SBA has 90 days from receiving the bank's recommendation of forgiveness to make a decision. Lastly, the SBA requires that you keep your application package for six (6) YEARS.  Please keep all of your information filed in a safe place for future reference.

Borrower Job Aid

A step by step guide to completing your PPP loan forgiveness application through our secure portal

Borrower's Short Version

Summary of the requirements and eligibility issues for the forgiveness process

General Loan Forgiveness Guidelines

Excerpts from the Interim Final Rule issued 6-25-2020

PPP Forgiveness Blogs

Learn more on the forgiveness process