Current Clients

Submit Financial
Statements

We are required to collect current financial statements such as tax returns on an annual basis. We prefer that you submit them via our secure file transfer system here. You may also submit them via email, fax, or mail to the following:

Submit Evidence of
Insurance

To comply with loan requirements, it is required that you have insurance coverage. We must have current evidence of property insurance on all properties we financed at all times. Depending on the requirements specified in your loan authorization, you may also be required to have life, flood, equipment, liability, or workers’ comp insurance. Capital Access Group and the SBA must be named as a 2 nd Mortgagee and/or Loss Payee as follows:

Capital Access Group/U.S. Small Business Administration

150 California Street, Suite 250

San Francisco, CA 94111

Please have your agent submit any changes or renewals via the methods listed below. If we do not receive updated certificates of insurance from your agent, we will contact you to request a copy.

We prefer that you submit certificates of insurance via our secure fil transfer system here. You may also submit them via email, fax, or mail to the following:

Request Tax
Forms

A 1098 tax statement reflecting interest paid is provided annually to the borrowing entity. Please note that we do not receive this tax information until January 31 st . The statement will be sent automatically to the address on file. The Amortization Schedule we provided to you after your loan funded also shows interest paid.

To request another 1098 tax statement, or a copy of your Amortization Schedule, please use this form or send your request to our Servicing Team at servicing@capitalaccess.com.

Change Auto
Payment Account

Loan payments must be processed via an automatic debit or wire transfer. During the closing process, you filled out a form and provided a voided check indicating the account from which your loan payments would be automatically debited.

To change the account from which your loan payments are automatically debited, please complete this ACH Authorization form and send it to us along with a voided check for the new account. The completed ACH form and voided check must be received by our office no later than the 10th of the month in order for the new account to be used the following month for the automatic debit.

Note: We can only deduct the exact payment amount and only on the first of the month. The account cannot be debited on any other day or for any other amount.

Please email, fax, or mail the completed ACH form and copy of a voided check to the following:

Check My
Balance

Your current loan balance can be checked at any time by referencing the Amortization Schedule we provided you with after your loan funded. To request another copy of the Amortization Schedule please use this form.

Current Client
FAQs