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Find a Form

These forms are available in hard copy at the UNI Regional Business Center. For free assistance completing these forms, or if you don't see what you need, call us at (319) 236-8123 and arrange to meet with a counselor.

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Business Planning Guide (Word Document)
Common Financial Worksheets
Loan and Grant Applications
Tax and Employer Forms

Common Financial Worksheets

Email us Got a quick question? Email us.

Financing Preparation Checklist
[MS Word][PDF]

Personal Financial Statement / Balance Sheet
[MS Word][PDF]

Business Balance Sheet
[MS Word][PDF]

Cash Flow
[MS Word][PDF]

Income/Expense Statement
[MS Word][PDF]

Project Budget Proposal
[MS Word][PDF]

Loan and Grant Applications

Email us Got a quick question? Email us.

Targeted Small Business (TSB) Certification
(TSB Step 1)
[Website link]
The Iowa Department of Inspections & Appeals website will briefly describe the TSB Certification Program and direct you to necessary applications/forms.

Targeted Small Business (TSB) Application
(TSB Step 2)
[MS Word] [PDF]
With this template, you can type your information directly onto the application and then save or print.

Self Employment Loan Program (SELP)
[MS Word] [PDF]
This is the printable application for the Iowa Department of Economic Development's SELP program.

Entrepreneur's With Disabilities Program Application
[MS Word] [PDF]
This printable application is for individuals served by the Iowa Vocational Rehabilitation Services and the Iowa Department for the Blind.

SBA Business Loan Application
The below documents are in PDF.

Application for SBA Business Loan (Form 4)


The following applications/documentation may also be required for SBA loan consideration.

Lender's Application for Guaranty or Participation (Form 4-I)

Statement of Personal History (Form 912)

Personal Financial Statement (Form 413)

Schedule of Collateral Exhibit A

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Tax and Employer Forms

Email us Got a quick question? Email us.

Form SS-4: Application for Employer Identification Number (FEIN)
[PDF]
This printable document allows you to apply for a Federal Employer Identification Number. The form can be filed by mail or through Tele-TIN, utilizing phone and fax.

Iowa Business Tax Registration
[Apply Online ][PDF]
Register your business with the Iowa Department of Revenue and Finance online! This site will take care of your sales tax permit, in addition to a variety of other business tax permits. You must have your FEIN in order to register.

Iowa Sales Tax Exemption Certification
[PDF]
If you are exempt from paying sales tax, this form is for you. This printable version can be filled out whenever an exempt transaction takes place and kept on file.

Form W-4 (2005) Employee's Withholding Allowance Certificate
[PDF]
This IRS form can be printed directly from the Internet and is used to determine federal income tax withholding for you and your employees.

Form I-9: Employment Eligibility Verification
[PDF]
This form from the US Department of Justice, Immigration and Naturalization Service, verifies the work eligibility of your employees.

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