This is a brief overview of some of the documentation you will need to substantiate your claim. These documents are just one facet in preparing your claim, but for the most part they are needed, there are work arounds if needed.

Business Claim needs for maximum compensation review

1. 2007 Business Tax Return

2. 2008 Business Tax Return

3. 2009 Business Tax Return

4. 2010 Business Tax Return

5. 2011 Business Tax Return

6. 2007 Monthly Profit and Loss Statements

7. 2008 Monthly Profit and Loss Statements

8. 2009 Monthly Profit and Loss Statements

9. 2010 Monthly Profit and Loss Statements

10. 2011 Monthly Profit and Loss Statements

11. Business Owner’s Driver’s License (Scanned Copy)

12. Documents Reflecting Business Ownership

13. Completed W-9 Form

14. For Retail – Monthly Sales and Use Tax Returns (Optional)

15. For Lodging – Lodging Tax Returns, Occupancy Reports (Optional)

16. For Lodging – Documentation Reflecting how Property is Managed (Optional)

 

Minimum Business requirements to receive compensation (may vary based on zone and designated revenue pattern after initial calculation)

 

  1. 2009 Business Tax Return
  2. 2010 Business Tax Return
  3. 2011 Business Tax Return
  4. 2009 Monthly Profit and Loss Statements
  5. 2010 Monthly Profit and Loss Statements
  6. 2011 Monthly Profit and Loss Statements
  7. Business Owner’s Driver’s License (Scanned Copy)
  8. Documents Refelecting Business Ownership
  9. Completed W-9 Form

 

Individual Claim Needs for Maximum Compensation Review

 

1. Complete 2007 Tax Return and Pay Period Information

2. Complete 2008 Tax Return and Pay Period Information

3. Complete 2009 Tax Return and Pay Period Information

4. Complete 2010 Tax Return and Pay Period Information

5. Complete 2011 Tax Return and Pay Period Information

6. Social Security Card & Driver’s license (or equivalent)

7. Completed W-9 Form

8. SWS-12 or Other Documentation Establishing an Eligibile Employer

9. Proof of Residency (for Cat 3 – New Entrants)

 

Minimum Individual Requirements to Receive Compensation (may vary based on zone or claimant category)

 

  1. Complete 2009 Tax Return and Pay Period Information
  2. Complete 2010 Tax Return and Pay Period Information
  3. Complete 2011 Tax Return and Pay Period Information
  4. Completed W-9 Form
  5. If not in Zone A or Employer did not receive compensation must provide an SWS-12 or other documentation establishing an Eligible Employer