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ERTC Intake Form
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ISO Affiliates Partner
ERTC Intake Form
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"
*
" indicates required fields
Are you working with an existing rep?
*
Financial Information
Amount Requested
*
$250,000 to $500,000
$500,000 to $1MM
$1MM to $5MM
$5MM to $7MM
$7MM to $10MM
$10MM+
Average Monthly Revenue
*
Existing loan (If yes, remaining balance)
*
Total Annual Revenue
*
$0 - $200k
$200K - $500K
$500K - $1M
$1M - $5M
$5M+
Owner Information
Full Name
*
First
Email
*
Phone
*
Home Address
*
Street Address
City
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State
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Zip Code
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Social Security#
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Date Of Birth
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% Ownership
*
Secondary Owner(If applicable
Full Name
*
First
Email
*
Phone
*
Home Address
*
Street Address
Social Security#
*
Date Of Birth
*
Month
1
2
3
4
5
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10
11
12
Day
1
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Year
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009
2008
2007
2006
2005
2004
2003
2002
2001
2000
1999
1998
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1996
1995
1994
1993
1992
1991
1990
1989
1988
1987
1986
1985
1984
1983
1982
1981
1980
1979
1978
1977
1976
1975
1974
1973
1972
1971
1970
1969
1968
1967
1966
1965
1964
1963
1962
1961
1960
1959
1958
1957
1956
1955
1954
1953
1952
1951
1950
1949
1948
1947
1946
1945
1944
1943
1942
1941
1940
1939
1938
1937
1936
1935
1934
1933
1932
1931
1930
1929
1928
1927
1926
1925
1924
1923
1922
1921
1920
% Ownership
*
Business Information
Legal Business Name
*
Address
*
City / State / Zip Code**
*
Monthly Office Rent/Mortgage*
*
EIN
*
Business Start Date
*
Product / Services Sold
*
Upload 3 Months of Bank Statements
This is needed to verify your application. You can upload PDF's.
August Month to Date
*
Max. file size: 256 MB.
July Statement
*
Max. file size: 256 MB.
June Statement
*
Max. file size: 256 MB.
May Statement
*
Max. file size: 256 MB.
April Statement
*
Max. file size: 256 MB.
Signature
*
Secondary Owners Signature
*
CAPTCHA
Email
This field is for validation purposes and should be left unchanged.
