Read the related guide

SBA life-insurance preparation list

Print this page or save it as a PDF, then complete it privately. Bring your questions to an appropriately qualified professional.

General education only. Do not send completed worksheets, account numbers or health information to this website.

You can also use your browser’s Print command to print this worksheet or save it as a PDF.

  1. Lender and loan contact

  2. Exact written insurance requirement

  3. Person the lender names for coverage

  4. Required amount and deadline as stated by the lender

  5. Existing policy to discuss

  6. Questions about ownership, beneficiaries and collateral assignment

Coverage Steps · Prepared September 6, 2026 · Read the source guide and its references

Ask a question

Send us a short note

Tell us what you are trying to understand. We will reply by email.

Call (512) 799-6497

Do not include financial documents, account numbers, health information, test results, or completed worksheets. Read our privacy notice.