1 STEP 1: CUSTOMER PORTAL FIRST TIME LOG IN These instructions are only intended for the first time you log in to the PPP Customer Portal. As a recipient of a PPP Loan through Great Western Bank in 2020, an account for our PPP Customer Portal was automatically created on your behalf and you will need to sign in to the Portal to complete a Forgiveness application. Because the account has been created for you, you will receive a Welcome email with a unique link to our Portal. It is important to know this link expires after 7 days so we encourage prompt attention to this matter. Note: Google Chrome is the preferred browser, the Portal will not function properly in Internet Explorer. If you click the unique link included in your Welcome email within the first 7 days after it was sent, you will be taken to the Portal and instructed to create a password for the account that was automatically created on your behalf. You should see the screen below. Once you have created a password, you can skip to page 3 to learn about your next steps. If you do not see the screen pictured above, continue to the instructions on page 2. PPP CUSTOMER PORTAL Forgiveness Log In User Guide All information is subject to change based on additional SBA guidance and changes or amendments to the Interim Final Rule.
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STEP 1: CUSTOMER PORTAL FIRST TIME LOG IN
These instructions are only intended for the first time you log in to the PPP Customer Portal.
As a recipient of a PPP Loan through Great Western Bank in 2020, an account for our PPP Customer Portal was automatically created on your behalf and you will need to sign in to the Portal to complete a Forgiveness application. Because the account has been created for you, you will receive a Welcome email with a unique link to our Portal. It is important to know this link expires after 7 days so we encourage prompt attention to this matter.
Note: Google Chrome is the preferred browser, the Portal will not function properly in Internet Explorer.
If you click the unique link included in your Welcome email within the first 7 days after it was sent, you will be taken to the Portal and instructed to create a password for the account that was automatically created on your behalf. You should see the screen below.
Once you have created a password, you can skip to page 3 to learn about your next steps. If you do not see the screen pictured above, continue to the instructions on page 2.
PPP CUSTOMER PORTALForgiveness Log In User Guide
All information is subject to change based on additional SBA guidance and changes or amendments to the Interim Final Rule.
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STEP 1: CUSTOMER PORTAL LOG IN
If you click on the unique link included in your Welcome email after it expires (7 days after it was sent), you will be taken to the general log in screen for our Portal. However, because an account was automatically created on your behalf and you have not yet set a password, you will not be able to get through this screen. You will need to email [email protected] to have the Welcome email resent with a re-enabled link to your Portal account.
Because we will re-enable the link to your Portal account, the system will send you a new Welcome email. Remember though, you have not set a password to the account yet and therefore have nothing to ‘reset.’ Please ignore the Reset Password email in this scenario.
The re-enabled link included in the new Welcome email will again have an expiration of 7 days so we encourage your prompt attention. The link will take you into our Portal where you will be instructed to create a password and you will then be taken to your dashboard to start your application.
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Upon your first entry into the PPP Customer Portal, do not go through this screen.
PPP CUSTOMER PORTALForgiveness Application User Guide
STEP 1: CUSTOMER PORTAL LOG IN
Once you have created a username and password, you can log into the portal similar to the screenshot below.
Complete the following fields to create your account. Select ‘Payroll Protection Program Forgiveness’ from the drop-down. Once complete, click the Continue button.
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STEP 2: CUSTOMER DASHBOARD
After logging in you will be directed to your Account Dashboard. If you have previously started an application or submitted one, this is where you can upload documents and see guidance on what types of documents you need to gather.
The Account Dashboard includes a status bar in the upper right-hand corner of the screen. Account statuses include: • No Application – No application has been completed for the Borrower. • Docs Needed – An application has been completed but no supporting documents have been uploaded. Documents are needed to move forward. • In Review – Great Western Bank is reviewing the Borrower’s file. • SBA Review – The application has been forwarded to the SBA for review. • Complete – The application has been reviewed and a decision has been made by the SBA.
You can also continue an incomplete application, review FAQs, or send a message/question.
STEP 3: CUSTOMER PORTAL LOG IN Utilize the FAQs and Need Help tiles throughout the application for additional assistance.
If you still need assistance, an email address is provided so you can send a message for response by the PPPForgiveness email team.
Use the Navigation Bar on the left-hand side of the screen to begin an application. If an application was already started, click ‘Incomplete Applications’ and continue from there.
Click on ‘Your Application’ to see the application option: Paycheck Protection Program Forgiveness.
Click on ‘Apply’ for the Forgiveness option to begin their application for loan forgiveness.
Throughout the application process helpful hints appear in guidance tile boxes on the right side bottom of the screen.
These boxes do not require you to enter data or navigate to any links, they are meant to provide helpful information related to the questions in the application.
Refer to the guidance tiles whenever possible as these provide information taken straight from SBA PPP Legislative resources.
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STEP 5: THE PROCESS BAR
The Process bar on the left side of the screen shows your progress through the application. It can also be used to revisit a previous section by clicking on that section. Forward progress can not be made without completing the current section first.
Once you click ‘Apply’ on the Your Application Page, you begin the application process with ‘Your Business’.
The first guidance tile presents an outline of the two categories of forgivable expenses as outlined below.
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STEP 6: CERTIFICATIONS
Click the check box next to each Certification to move to the next step.
The 3508EZ application has additional certifications required.
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STEP 7: E-CONSENT
E-Consent requires you to input your name and initials to consent. To view the full e-consent agreement, click the hyperlink in the guidance tile. If you do not wish to consent, please send an email to [email protected]
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STEP 8: REVIEW & SUBMIT
Complete a final check of your entries. Once completed, click ‘Submit Application’ or make adjustments by selecting ‘Edit’ in the top right corner of the intended box.
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STEP 9: GO TO DASHBOARD
Once you submit the application, you will see a success message and an advisory for your next step, uploading documents.
Click the ‘Go to Dashboard’ button to go and upload documents on the next screen.
Documentation Placeholders will guide you in the addition of documents for supporting forgiveness. Click the ‘down arrow’ in the ‘Upload Documents’ To-Do List to display. Placeholders include:
• Schedule A.
• Payroll Documentation: 2020 Bank Statements, Canceled Checks/Receipts/Account Statements, Healthcare & Retirement Contribution Documentation, Payroll Service Reports, State & Local Payroll Tax Report.
• FTE Documentation: FTE Report, IRS Form 941, State and Local Payroll Tax Report.
The ‘Documentation Categories’ tile will also provide additional guidance on document needs. Each Borrower scenario is unique, and each scenario will have different documentation to upload. For specific questions related to documents required, reach out to your CPA or accountant.
Once documents are uploaded, there is a slide at the bottom of the page that will hide completed items. If logging back in, they may not be visible if the slide is not on.
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STEP 11: ALL CAUGHT UP…WE’LL NOTIFY YOU SOON
You will receive an ‘All Caught Up’ message once you have uploaded all of your required documents.
Great Western Bank, or one of our contracted PPP business partners (such as our loan service provider Holtmeyer & Monson or the CPA firm Wolf and Co), will reach out to you if there are any additional required documents or steps you need to take to help the forgiveness process.
If you did not need to upload documents to all of the placeholders, you will not get the ‘All Caught Up’ message. Do not be alarmed if this does not appear.
Once you have provided the documents supporting the calculations in your Forgiveness Application, you have completed the process and your application will be reviewed by Great Western Bank.
