Financial Services Documents
Financial Services
Recovery Loan Scheme Phase 3 Application Form
This file provides guidance and instructions for UK businesses to apply for secured loans under the government-backed Recovery Loan Scheme (RLS) Phase 3 with Atom bank.
Tax Services
Foreign Income Verification Statement (T1135) Information
This document provides detailed guidelines about the Foreign Income Verification Statement (T1135) disclosure. It explains who must file it, what foreign properties must be reported, and the penalties for non-compliance. There are also instructions on how to file the form and how a tax specialist can assist.
Financial Planning
Managing Financial Affairs and Estate Planning Guide
This file provides detailed guidance on managing financial affairs and estate planning. It covers crucial legal documents and advance care planning. It also includes information on funeral planning and resources for end-of-life concerns.
Loan Applications
Business/COVID-19 Loan Application - East Central Regional Development Commission
This file is a loan application form provided by the East Central Regional Development Commission for businesses affected by COVID-19. It includes sections for basic information, company information, requested amount, sources and use of funds, proposed financing terms, job creation, and business profile. The application can be filled out, saved, and printed for submission.
Tax Filing
Exempt Organization Return Due Dates - Tax Year 2021
This file provides detailed information on return due dates for exempt organizations for the tax year 2021. It includes original and extended due dates, along with specific forms and filing periods. Use this guide to ensure timely submission of your tax returns.
Mobile Banking
Mobile Banking Application Download Guide
This document guides you through the process of downloading the SBI Mobile Banking application to your phone using either Bluetooth or a data cable. Detailed steps are provided for both methods to ensure a smooth installation. Ensure you follow each step carefully for successful application setup.