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Required Documents and Resources

The following documents have been made available to help ensure that you remain informed on the PPP process. Please return to this page frequently for updates and information.

Please note that a valid drivers license and updated contact information is required for each round of the PPP and forgiveness process.

Documentation can be sent securely to Citizens Bank using our secure file upload service.

Latest PPP Updates

Jun 4 2020
#15: House Approves Paycheck Protection Program Flexibility Act - Senate Recently Approved
As you may have seen in the media, the House approved the Paycheck Protection Program Flexibility Act last week, and the Senate approved it last... Read More of the article "#15: House Approves Paycheck Protection Program Flexibility Act - Senate Recently Approved"
May 26 2020
#14: SBA Publishes Additional Details Further Clarifying the Forgiveness Process
The SBA published two documents late last Friday evening that together take significant steps toward clarifying the forgiveness process.  While the SBA... Read More of the article "#14: SBA Publishes Additional Details Further Clarifying the Forgiveness Process"
May 18 2020
#13: Paycheck Protection Program Loan Forgiveness Application Now Available
Clarity on how a borrower will be evaluated for PPP loan forgiveness is beginning to take shape.  On the evening of Friday May 15th, the SBA and... Read More of the article "#13: Paycheck Protection Program Loan Forgiveness Application Now Available"
May 15 2020
#12: Two Recent PPP Rule Clarifications We Thought You'd Like to Know About

Two rule clarifications have come out this week that we want to convey to you.

Read More of the article "#12: Two Recent PPP Rule Clarifications We Thought You'd Like to Know About"
May 13 2020
#11: How Employee Headcount and Pay Cuts for Existing Employees Impact PPP Loan Forgiveness
There has been a great deal of discussion surrounding PPP loan forgiveness.  As we have said many times in this forum and in discussions with our... Read More of the article "#11: How Employee Headcount and Pay Cuts for Existing Employees Impact PPP Loan Forgiveness"
May 12 2020
#10: Another Convenient Way to Get Your PPP Questions Answered
Realizing that the big question everyone would like to have explained (what will I need to submit for loan forgiveness?) remains unanswered by the SBA, we... Read More of the article "#10: Another Convenient Way to Get Your PPP Questions Answered"
May 8 2020
#9: Insights on What Items and Amounts Can be Counted as “Payroll” for Loan Forgiveness
We continue to receive questions about what items and amounts can be counted as “payroll” for loan forgiveness.  Following are several... Read More of the article "#9: Insights on What Items and Amounts Can be Counted as “Payroll” for Loan Forgiveness"
May 7 2020
#8: Longer-Term Thinkers Among Us Ponder the Tax Ramifications of the PPP Program
While still awaiting additional information on loan forgiveness, other aspects of the PPP program are being updated, and some of the longer-term thinkers... Read More of the article "#8: Longer-Term Thinkers Among Us Ponder the Tax Ramifications of the PPP Program"
May 6 2020
#7: Initial PPP Announcements from the SBA
The SBA has begun to make announcements regarding their eventual review of PPP loan files.  While we still do not know what sort of forgiveness... Read More of the article "#7: Initial PPP Announcements from the SBA"
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  • Disputes
  • How to dispute debit card transactions
  • With a Roth IRA, you typically pay taxes on the money before you contribute to your IRA. This means you generally can make qualifying withdraws once you reach 59 1/2 years of age without paying additional taxes on the distributions.
  • A traditional IRA allows you to direct pre-tax income toward investments that can grow tax-deferred until your retirement. You cannot contribute after age 70 ½ and distribution is required at that age.

Featured News & Updates

Banking on the Go is Trending (and Trendy too)

Here are what we believe to be the top seven reasons online banking is trending (and becoming the trendy thing to do).

Read More of this article

Financial Tips for Entrepreneurs and Small Business Owners
Small businesses are woven into the fabric of our economy.  Here at Citizens Bank, we want to see all of the small businesses within our community... Read More of this article

3 Ways to Protect Yourself from Fraud on Social Media
With incidences of fraud on the rise, the best way to fight back is by educating our customers on the best ways to protect themselves. Below are pieces of... Read More of this article
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