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As we near the final days of the program, it is important that firms work with clients to make final decisions on open applications. This includes any applications with the ‘More Information Needed’ status. Those requirements must be completed by June 30th.

And as we turn towards forgiveness, we reviewed in-depth the opportunity to support clients with this service offering. We also highlighted the new resource that firms can share with their clients: PPP Forgiveness Required Documents, customer guidebook.

Finally, we reviewed the eligibility, processing and status of agent fees followed by answering frequently asked and important customer questions during the Q&A portion of the update.