Jump to Main Content
USA flagAn Official Website of the United States Government

Lender Documentation Tool

Lender Documentation Tool

Find Lender Forms, SOPs, Notices, and Loan Packages

Your search results will be returned below. The newest documents will appear at the top of the results by default. The results can be sorted by clicking any table header.

If you want to run a new search, use the dropdown menu to select the type of document for your search. You can select Lending Forms, SOPs, Lending Notices, Loan Packages, or All Documentation. Click Search Your Documents to obtain your results.

Additional Search Criteria are optional. You can use none, some or all the fields as desired.

Quick Links: Forms by Name | Notices by Date | SOPs by Number

    

 

Additional Search Criteria:
Number Title/Name Lending Stagesort descending Last updated Effective Date Expiration Date
856 Disclosure Statement Leveraged Licensees
SBA Form 856 7-31-15
Sat, 2014-06-14 00:50 Fri, 07/31/2015
5000-1154 Administration of Recovery Loan Queues for 7(a) and 504 Recovery Act Loans
Administration of Recovery Loan Queues for 7(a) and 504 Recovery Act Loans
Sat, 2014-06-14 00:55
5000-1253 7(a) and 504 Fees Effective On October 1, 2012
5000-1253
Sat, 2014-06-14 00:55
50 10 5(G) Lender and Development Company Loan Programs
SOP 50 10 5G Track changes version, SOP 50 10 5 G FINALWEB VERSION - CLEAN Eff, 10-1-2014
Thu, 2014-09-25 11:21 Wed, 10/01/2014 - 11:15
1623 Certification Regarding Debarment, Suspension, and Other Responsibility Matters Primary Covered Transactions
SBA 1623 - Certification Regarding Debarment, Suspension, and Other Responsibility Matters Primary Covered Transactions
Sat, 2014-06-14 00:50 Wed, 10/16/2013
424B Standard Form 424B: Assurances - Non-Construction Programs
Standard Form 424B: Assurances - Non-Construction Programs
Sat, 2014-06-14 00:50 Sun, 11/03/2013
ALP CDC Unilateral Action Notification
ALP CDC UNILATERAL ACTION.pdf
Sat, 2014-06-14 00:50
5000-1168 SBA’s ARC Loan Program Ending
Sat, 2014-06-14 00:55 Thu, 09/01/2011
5000-1200 Submission of Form 159 for 7(a) Loans
bank_5000-1200.pdf
Sat, 2014-06-14 00:55 Thu, 03/01/2012
SOP 50 10 (4)(E) Loan Processing - Posted 11-20-00
Loan Processing - Posted 11-20-00_PDF Version
Sat, 2014-06-14 01:14
HUBZone Program Certification for Applicants Owned by ANCs
HUBZone Program Certification for Applicants Owned by ANCs
Sat, 2014-06-14 00:50 Wed, 10/31/2012
5 Disaster Business Loan Application
serv_da_all_loanapp_2.pdf
Sat, 2014-06-14 00:50 Sat, 01/31/2015
FAQs ARC Loans
FAQs_ARCLoans.pdf
Sat, 2014-06-14 00:50
5000-1158 Updated Internal Revenue Service (IRS) Contact Information and 4506-T
Updated Internal Revenue Service (IRS) Contact Information and 4506-T
Sat, 2014-06-14 00:55 Wed, 06/01/2011
5000-1211 Secondary Market Sales by SBA Lenders - Reserve Account Agreement Update
Sat, 2014-06-14 00:55 Sun, 06/10/2012
723 Small Business Certification
form_cont723.pdf
Sat, 2014-06-14 00:50 Wed, 12/12/2012
2162 SBA Form 2162: 10-Yr LMI Debenture Certification Form
SBA Form 2162:10-Yr LMI Debenture Certification Form
Sat, 2014-06-14 00:50 Sat, 11/02/2013
ARC Loan Liquidation Form
ARC Liqudation form_.pdf
Sat, 2014-06-14 00:50 Sun, 06/30/2013
5000-917 Implementing the New SBA: Streamlining Loan Servicing
Implementing the New SBA: Streamlining Loan Servicing
Sat, 2014-06-14 00:55 Fri, 04/01/2005
5000-1098 Implementation of Section 502 of the Recovery Act - Up to a 90 percent Guaranty on 7(a) Loans
Implementation of Section 502 of the Recovery Act - Up to a 90 percent Guaranty on 7(a) Loans
Sat, 2014-06-14 00:55 Mon, 03/01/2010
5000-1319 SBA Veterans Advantage - Renewal and Expansion of Fee Relief
5000-1319
Tue, 2014-09-23 14:32 Tue, 09/01/2015
1128 Guaranty Loan Purchased
serv_tools_forms_lender_1128.pdf
Sat, 2014-06-14 00:50 Thu, 12/12/2013
7(a) Submission Tools
Wed, 2014-08-13 17:15 Tue, 09/30/2014
Final Wrap Up /Charge-off Report
bank_wrapup_report.pdf
Sat, 2014-06-14 00:50 Fri, 01/31/2014
27F SBA Form 27F: Energy Saving Debenture Opinion of Counsel
SBA Form 27F Energy Saving Debenture Opinion of Counsel.pdf
Sat, 2014-06-14 00:50
2000-788 Use of Special Characters in Pay.gov
Use of Special Characters in Pay.gov
Sat, 2014-06-14 00:55 Sun, 01/01/2012
3000-3026 Washington DC Area Dismissal and Closure Procedures
Sat, 2014-06-14 00:55 Sat, 12/01/2012
86A Continuation Sheet for Questionnaires SF 86, SF 85 P, and SF 85
tools_sf86af.pdf
Sat, 2014-06-14 00:50 Thu, 12/12/2013
2217 SBA Form 2217: Request for SBA Approval of Management Services Fees
SBA Form 2217: Request for SBA Approval of Management Services Fees
Sat, 2014-06-14 00:50 Sun, 07/31/2005
FAQs Payment Modifications
FAQs_Payment Modifications.pdf
Sat, 2014-06-14 00:50
5000-1177 Loan Agent Data Submission for 7(a) Loans
Loan Agent Data Submission for 7(a) Loans
Sat, 2014-06-14 00:55 Sat, 10/01/2011
5000-1080 Version 2009 of the 504 Authorization Wizard to be Released November 6, 2008
bank_5Version 2009 of the 504 Authorization Wizard to be Released November 6, 2008000-1080.pdf, Version 2009 of the 504 Authorization Wizard to be Released November 6, 2008_Attachment
Sat, 2014-06-14 00:55
SOP 50 53 Lender Supervision and Enforcement
Lender Supervision and Enforcement PDF Version, Lender Supervision and Enforcement Word Version
Sat, 2014-06-14 01:14
2233 PCLP Quarterly Loan Loss Reserve Report
PCLP Quarterly Loan Loss Reserve Report
Sat, 2014-06-14 00:50 Sun, 04/30/2017
CDC Checklist for Submitting a 504 Loan Application
CDC Checklist for Submitting a 504 Loan Application
Sat, 2014-06-14 00:50 Fri, 11/01/2013
503/504 Liquidation Wrap Up Report
504wrapupreport.doc
Sat, 2014-06-14 00:50 Wed, 01/01/2014
1405A Stockholder's Confirmation for Corporate SBICs
SBA Form 1405A_part_12-31-16.pdf
Sat, 2014-06-14 00:50 Sat, 12/31/2016
5000-1134 Recovery Act Loan Documentation Requirements and Restrictions
Recovery Act Loan Documentation Requirements and Restrictions
Sat, 2014-06-14 00:55 Wed, 12/01/2010
2000-840 Identifying Franchise Loans
2000-840.pdf
Sat, 2014-06-14 00:55 Fri, 08/01/2014
2289 Borrower and Operating Company Certification
SBA Form 2289.pdf
Sat, 2014-06-14 00:50
CDC 504/503 Litigation Plan
CDC 504/503 Litigation Plan
Sat, 2014-06-14 00:50 Fri, 11/01/2013
33 Instructions for the Authorization to Disburse Proceeds
SBA Form 33.pdf
Sat, 2014-06-14 00:50 Sat, 02/28/2015
2450 ELIGIBILITY INFORMATION REQUIRED FOR 504 SUBMISSION (NON PCLP)
Mon, 2014-04-28 12:28 Fri, 10/31/2014
5000-1109 Version 2009.1 of the 504 Loan Program Authorization to be Released 
Version 2009.1 of the 504 Loan Program Authorization to be Released
Sat, 2014-06-14 00:55
5000-1305 Fiscal and Transfer Agent for 7(a) Loan Program
5000-1305.pdf
Fri, 2014-06-27 13:59 Thu, 01/01/2015
84-1 Joint Application for Export Working Capital Guarantee
EIB-SBA Form 84-1
Sat, 2014-06-14 00:50 Mon, 08/31/2015
Request for Approval of Transfer Certificate
Request for Approval of Transfer Certificate
Sat, 2014-06-14 00:50 Thu, 10/17/2013
1010B - AIT 8(a) Business Development (BD) Program Application American Indian - Tribally Owned Concern
8(a) Business Development (BD) Program Application American Indian - Tribally Owned Concern
Sat, 2014-06-14 00:50 Mon, 03/31/2014
2301 (Part C) Lender Advantage Initiative Eligibility Questionnaire
SBA Form 2301 C.pdf
Sat, 2014-06-14 00:50 Fri, 01/31/2014
5000-1148 3rd Quarter "Peg" Rate, Direct Interest Rate, and Maximum Interest Rate of a Third Party Lender Loan for a 504 Project
3rd Quarter "Peg" Rate, Direct Interest Rate, and Maximum Interest Rate of a Third Party Lender Loan for a 504 Project
Sat, 2014-06-14 00:55 Fri, 04/01/2011

Pages