Video

View and understand the step-by-step forgiveness application journey and revisit important forgiveness due dates, resources, and tips for prep with clients.

The team also highlighted several reminders including: Why your client may need to use Yodlee, what to do if they are having trouble with the connection, what forgiveness actions you can and cannot currently take in the Portal, special communications sent to firms last week, new required documentation (Form 1099) for independent contractors and updated FAQs around draw 2 loans for borrowers who took draw 1 in 2021.