Step-by-Step 8(a) Application guidance with examples and templates

SBA Approved 8a Application Content

Where Do I Start?

Review the eligibility qualifications and SBA references to ensure you qualify.

Complete the online SBA
8a application referring to the step-by-step guidance, SBA rules, templates, tip sheets and forms found in the checklist on the right side of this page.

Access SBA-approved examples and templates and
8a program rules to ensure you understand the requirements for each document listed in the 8a application checklist

If Needed purchase document templates such as meeting minutes, bylaws, operating agreement, stock register, etc. (Purchased items are available for immediate access via email.)

Submit your application to the SBA for processing.


Do you have questions or need additional advice?



We are here to help you!

Feel free to give us a call at 703-350-8381 or send us an email with your questions.

Our 8a specialists are happy to answer questions regarding our products and services as well as any other questions you might have pertaining to the SBA 8a application process.

Color Code         

Green = FREE access to our SBA
8a Application Research, Forms, Templates, Tips and Instructions
Yellow = SBA Approved* Examples, Expert Advice and Insider Knowledge available for purchase and immediate download
           

8(a) Application Guidance and Expert Advice You Won't Find Anywhere Else

The following step-by-step 8(a) application guide combines multiple SBA source documents with our 25+ years of experience to provide everything small business owners need to complete 8(a) applications free of charge.  For those applicants not comfortable with writing or corporate documentation requirements, we also offer SBA approved 8(a) application examples, detailed instruction and SBA approved company documents for a nominal fee.



Item Register your company in the SAM and SBA online systems Links Instructions

Expert Tip Sheets

a. System for Award Management (SAM)
  • Go to the SAM website

  • Select "Create User Account" on the homepage

  • Select "Create an Account" on the Create an Account page and follow directions

  • After creating an account, select "Register / Update Entity" on the homepage and follow directions to  register your company.

System for Award Management (SAM)
Free

SAM Instructions
Free

 SAM 8a application tip sheet
   $8.95   

b. SBA General Login System (GLS)
  • Go to the SBA’s GLS website

  • Select “Request SBA User ID” from the options on the left side of the page to create an account.

  • The User ID registration is one simple online form but there is a "Help" Button at the top of the page if you need clarification.

SBA General Login System (GLS)
Free

GLS Instructions
Free

   GLS 8a application tip sheet 
     $8.95   



 
Item

Complete Your 8(a) Application

Blank Form or Template

SBA Rules

SBA Approved Example
Forms

Complete
Guide
w/Expert
Advice and Examples

a. Login to the SBA GLS

             

SBA GLS instructions
Free

 

 
b. Notarized Authorization / Signature Form

SBA Notarized Authorization Form
Free

SBA Notarized Authorization Form Instructions
Free

SBA Notarized Authorization Form Example
Free

 
c. Form 1010, Business Information - Application for 8(a) Business Development 8(a) BD Certification

SBA Form 1010 - paper version  Free

SBA Form 1010 Rules
Free

SBA Form 1010  - Completed Example
Free

 

d. 2 Years in Business Waiver
(if required)

             

SBA 8a 2 Year Waiver Rules
Free

  

SBA 8a 2 Year Waiver Kit with Expert Advice$49.00

e. Form 1010, Individual - Application for 8(a) Business Development (8(a) BD) Certification

SBA 8a Form 1010 - Paper Version
Free

SBA 8a Form 1010 Rules
Free

SBA 8a Form 1010 Example
Free

 

f. Narrative Statement of Social Disadvantage             

 SBA 8a Social Disadvantage Rules
Free

 SBA 8a Social Disadvantage Examples 
$29.00

 SBA 8a Narrative Kit with Examples and Expert Advice
$49.00  

g. Narrative Statement of Economic Disadvantage  

 SBA 8a Economic Narrative Rules
   Free  

 SBA 8a Economic Narrative Examples
$29.00 

SBA 8a Narrative Kit with Examples and Expert Advice$49.00

h. Form 1623, Certification Regarding Debarment, Suspension, and Other Responsibility Matters

SBA Form 1623
Free

SBA Form 1623 Rules
Free

SBA Form 1623 Example
 Free

 

i.

Form 1790, Representatives Used and Compensation Paid for Services in Connection with Obtaining Federal Contracts

SBA 8a Form 1790
Free

 SBA 8a Form 1790 Rules
Free

SBA 8a Form 1790 Example
Free

 

j. Form 912, Statement of Personal History

SBA 8a Form 912
Free

SBA Form 912 Rules
Free

SBA Form 912 Example
 Free

 

k. Form 413, Personal Financial Statement

SBA 8a Form 413
Free

SBA 8a Form 413 Rules
Free

SBA 8a Form 413 Rules
Free

    SBA 8a Form 413 Kit with Examples and Expert Advice
   $19.95  
l. Form 4506-T, Request for Transcript of Tax Return

SBA 8a Form 4506T
 Free

SBA 8a Form 4506T Rules
Free

SBA Form 4506T Example
Free



 

Item 8(a) Application Supporting Documents Blank Form or Template SBA Rules Expert Tip Sheets SBA Approved Examples
a. 8(a) Application Checklist

SBA 8a Application Checklist
 Free

SBA 8a Application Checklist Rules
 Free

 

  

b. Copy of System for Award Management (SAM) business profile

Link to SAM System
 Free

SAM Rules
Free

 SBA 8a SAM Expert Advice
 $8.95

  

c. Notarized Authorization/Signature Form

 SBA 8a Notarized Authorization Form
 Free

SBA Notarized Authorization Form RulesFree

 

 SBA 8a Notarized Authorization Form Example
Free

d. Form 1010 (Application for 8(a) Business Development)

 SBA 8a Form 1010
 Free

 SBA 8a Form 1010 Rules
Free

 

 SBA 8a Form 1010 Example
Free

e. Brief Company History Narrative

 SBA 8a Company History Template
 $4.95

SBA 8a Company History RulesFree

 SBA 8a Company History Expert Advice
 $8.95

SBA 8a Company History Example Free

f. Copies of licenses   

SBA 8a Business License Rules
Free

 SBA 8a Buiness License Expert Advice $8.95

SBA 8a Business License Typical Example
 Free

g. Copies of signature cards for all business bank accounts      SBA 8a Bank Signature Card Rules
   Free

 SBA 8a Bank Signature Card Expert Advice
 $8.95

SBA 8a Bank Signature Card Typical Example
 Free

h. Organizational Chart   

SBA 8a Company Organizational Chart Rules
Free

 SBA 8a Organizational Chart Expert Advice
 $8.95

SBA 8a Organizational Chart Example
Free

i Form 1623 - Certificate Regarding Debarment, Suspension, and other Responsibility Matters

 SBA 8a Form 1623
 Free

SBA 8a Form 1623 Rules
Free

 

 SBA 8a Form 1623 Example
Free

j Form 1790 - Representatives Used and Compensation Paid for Services in Connection with
Obtaining Federal Contracts

 SBA 8a Form 1790
 Free

SBA 8a Form 1790 Rules
Free

 

 SBA 8a Form 1790 Example
Free

 

Provide the following ONLY if you own a Limited Liability Company  

Limited Liability Company

Blank Form or Template SBA Rules Expert Tip Sheets SBA Approved Examples
   LLC 8(a) Application Divider Pages

 SBA 8a Application LLC Divider Pages
$9.95

     
k

Assumed Name Certificate, Fictitious Business Name Statement, or DBA filings

 

 SBA 8a DBA Rules
 Free

 

SBA 8a DBA Example
Free 

l Articles of Organization and any amendments filed with the state  

 SBA 8a Articles of Organization Rules
  Free

 

 SBA 8a Articles of Organization Example
 Free

m Operating Agreement

 SBA 8a LLC Operating Agreement Template
 $19.95

 SBA 8a LLC Operating Agreement Rules
 Free
 

 

 n  Single Member LLC Operating Agreement
 SBA 8a LLC Operating Agreement Template
$19.95
 SBA 8a LLC Operating Agreement Rules Free
   
n Articles of Conversion    SBA 8a LLC Articles of Conversion Rules
 Free
 

 
 Free

o Minutes of all Members

  SBA 8a LLC Meeting Minutes Template
 $9.95

 SBA 8a LLC Meeting Minutes Rules
 Free

 SBA 8a LLC Meeting Minutes Expert Advice
 $8.95

 

p Buy/Sell Agreements

  SBA 8a LLC Buy Sell Agreement Template
 $19.95

 SBA 8a LLC Buy Sell Agreement Rules
 Free
 

 

q Voting Agreements

  SBA 8a LLC Voting Agreement Template
 $19.95

 SBA 8a LLC Voting Agreement Rules
 Free
 

 

r Certificate to operate as a foreign LLC    SBA 8a LLC Foreign Operation Certificate Rules
 Free
 

 SBA 8a LLC Foreign Operation Certificate Example
 Free

s Units Register/Ledger

  SBA 8a Units Register Template
 $5.95

 SBA 8a Units Register Rules
 Free
 

 

t Certificate of Good Standing    
 Free

 SBA 8a Certificate of Good Standing Expert Advice
 $8.95

 SBA 8a Certificate of Good Standing Example
 Free

       


Provide the following ONLY if you own a Corporation (C Corp or S Corp) 

  Corporations Blank Form or Template SBA Rules

Expert Tip Sheets

SBA Approved Examples
  Corporation 8(a) Application Divider Pages

SBA 8a Application Corporation Divider Pages
$9.95

     
k Assumed Name Certificate, Fictitious Business Name Statement, or DBA filings   SBA 8a DBA Rules
Free 
  SBA 8a DBA Example
Free
l Articles of Incorporation    SBA 8a Articles of Incorporation Template
  $12.95
 SBA 8a Articles of Incorporation Rules
 Free
  SBA 8a Articles of Incorporation Expert Advice
  $8.95

 SBA 8a Articles of Incorporation Example Free

m Articles of Conversion    SBA 8a Articles of Conversion Rules
 Free
 

 SBA 8a Articles of Conversion Example
 Free

n By-laws, including the original and all amended versions

 SBA 8a Corporation Bylaws Template
 $19.95

 SBA 8a Corporation Bylaws Rules
 Free
 

 

o Minutes of all Shareholders

 SBA 8a Shareholder Meeting Minutes Template
 $19.95

 SBA 8a Shareholder Meeting Minutes Rules
 Free
 SBA 8a Shareholder Meeting Minutes Expert Advice
 $8.95

 

p Minutes of Board of Directors

 SBA 8a Board of Directors Meeting Minutes Template
 $19.95

 SBA 8a Board of Directors Meeting Minutes Rules
 Free
 SBA 8a Board of Directors Meeting Minutes Expert Advice 
 $8.95

 

q Organizational meeting minutes

  SBA 8a Organizational Meeting Minutes Template
 $19.95

 SBA 8a Organizational Meeting Minutes Rules
 Free
  

 

r Buy/Sell Agreements

  SBA 8a Buy Sell Agreement Template $19.95

 SBA 8a Buy Sell Agreement Rules
 Free
 

 

s Voting Agreements

  SBA 8a Voting Agreement Template $19.95

 SBA 8a Voting Agreement Rules
 Free
 

 

t Stock certificates

 SBA 8a Stock Certificate Template
 $12.95

 SBA 8a Stock Certificate
 Free

 SBA 8a Stock Certificate Expert Advice
$8.95 

 

u Stock option plans and Transfer Agreements    SBA 8a Stock Option Plan Rules
 Free
   
v Stock Register/Ledger

  SBA 8a Stock Ledger Template
 $5.95

 SBA 8a Stock Ledger Rules
 Free

 SBA 8a Stock Ledger Expert Advice $8.95

 

w Certificate of Good Standing    SBA 8a Certificate of Good Standing Rules
 Free

 SBA 8a Certificate of Good Standing Expert Advice
 $8.95

 SBA 8a Certificate of Good Standing Example
 Free

x Certificate to operate as a foreign
corporation
   SBA 8a Foreign Corporation Certificate Rules
 Free
 

 SBA 8a Foreign Corporation Certificate Example
Free



 

SECTION IV

Personal Information

Blank Form or Template SBA Rules Expert Tip Sheets SBA Approved Examples
a. Form 1010 (Individual/Personal)

 SBA 8a Form 1010 Paper Version Template
Free

 SBA 8a Form 1010 Rules
  Free
 

 SBA 8a Form 1010 Paper Version Example
Free

b. Proof of United States Citizenship    SBA 8a Proof of Citizenship Rules 
Free
 

             

c. Copy of Tribal Card, if Native American    SBA 8a Native American Applicant Rules
Free
 

             

d. Resume    SBA 8a Resume Rules
  Free

 SBA 8a Resume Expert Advice$8.95

             

e. Form 413 (Personal Financial Statement)

 SBA 8a Form 413
Free

 SBA 8a Form 413 Rules
  Free
 

 SBA 8a Form 413 Personal Financial Requirements Kit  $19.95

f. Tax liability or student loans information  

 SBA 8a Application Liability Rules
Free

 

             

g. Retirement Account Terms and Conditions  

 SBA 8a Retirement Account RulesFree

 

             

h. Form 912 (Statement of Personal History)

 SBA 8a Form 912
Free

 SBA 8a Form 912 RulesFree

 SBA 8a Form 912 Example
Free

i. Form FD-258 (Fingerprint Card)

 SBA 8a Form FD-258
Free

 
Free

 SBA 8a Form FD-258 Expert Advice
$8.95 

 
j. Form 4506-T (Request for Transcript of Tax Return)

 SBA 8a Form 4506T
  Free  

 SBA 8a Form 4506T Rules
Free

 

 SBA 8a Form 4506T Example
 Free

k. Federal Tax Return  

 SBA 8a IRS Tax Return RulesFree

   
l. Trust Agreements  

 SBA 8a Application Trust Agreement Rules
Free

   
m. Letter of No Objection

SBA 8a Letter of No Objection Template
  $9.95   

 SBA 8a Letter of No Objection RulesFree

 

 

 


  Business Supporting Documents Blank Form or Template SBA Rules Expert Tip Sheets SBA Approved Examples
a Last three (3) fiscal year-end balance sheets and income statements

 $9.95

 SBA 8a Financial Documents RulesFree

   
b Federal Tax Returns  

 SBA 8a IRS Tax Return RulesFree 

   
c Form 4506-T (Request for Transcript of Tax Return)

SBA 8a Form 4506T
Free

 SBA 8a Form 4506T Rules
Free

 

 SBA 8a Form 4506T Example
Free

d Bonding information  

 SBA 8a Bonding RulesFree

SBA 8a Bonding Expert Advice
$8.95 

 
e Copies of all business loan agreements and lines of credit  

 SBA 8a Business Loan RulesFree

   
f 2 Year Rule Supporting Material/Waiver          

             

 SBA 8a 2 Years in Business Waiver RulesFree

 

SBA 8a 2 Years in Business Waiver Kit
$49.95 

 

State where your buinsesss is located Mail to: Expert Tip Sheets

MA, ME, NH, CT, VT, RI, NY, PR (Puerto Rico), VI (US Virgin Islands), NJ, PA, MD, VA, WV, DC, DE, GA, AL,NC, SC, MS, FL, KY, TN 

US Small Business Administration
DPCE Central Office Duty Station
Parkview Towers
1150 First Avenue
10th Floor, Suite 1001
King of Prussia, PA 19406
 

 

IL, OH, MI, IN, MN, WI, TX, NM, AR, LA, OK, MO, IA, NE, KS, CO, WY, ND, MT, UT, SD, CA, HI, GU (Guam), NV, AZ, WA, AK, ID, OR

Small Business Administration
Division of Program Certification and Eligibility
455 Market Street, 6th Floor
San Francisco, CA 94105
 

 

 

Responding to SBA questions after submission of your 8(a) Application Response Letter Template SBA Rules Expert Tip Sheet Complete Guide w/Expert Advice and Examples
SBA Response Letter

  SBA Response Letter Template
 Free

 SBA Response Letter Rules  Free  

 Call or Email Us

 Call or Email Us


Congratulations!!!

After the SBA completes its review of your 8a application and you answer any additional SBA questions, you will receive an 8a program acceptance letter.

At this point you and your company are officially 8a certified; however, your SBA-designated Business Development Specialist (BDS) must still review and approve a business plan prepared by you before your company can begin its first 8a contract.

 
 

8(a) Program Business Plan

Blank Forms SBA Rules SBA Approved Example Construction
Company
SBA Approved Example
IT Company
Complete Guide w/Expert Advice and Examples
a. SBA Form 1010c, Business Plan

 SBA Form 1010c Business Plan
 Free

 SBA Form 1010c Business Plan RulesFree

 SBA Form 1010c Business Plan SBA Approved Examples  $29.00 

SBA Form 1010c Business Plan SBA Approved Examples
$29.00 

SBA Form 1010c Business Plan Examples and Expert Advice  $49.00

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