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 Stage Last updatedsort ascending Effective Date Expiration Date
1941A SBA Form 1941A: Financing Eligibility Statement - "Social Disadvantage" (For Individuals Who Are Members of a Designated Group)
SBA Form 1941A_expiration 01-31-14.pdf
Sat, 2014-06-14 00:50 Fri, 01/31/2014
1941B SBA Form 1941B: Financing Eligibility Statement - "Social Disadvantage" (For Individuals Who Are Not Members of a Designated Group)
SBA_Form_1941B_expiration_01-31-14_ForReview.pdf
Sat, 2014-06-14 00:50 Fri, 01/31/2014
2098 SBA Form 2098: Instrument of Admission or Increase in Commitment for a Preferred Limited Partner
SBA Form 2098: Instrument of Admission or Increase in Commitment for a Preferred Limited Partner
Sat, 2014-06-14 00:50 Sat, 11/02/2013
444C SBA Form 444C: Debenture Certification Form
SBA Form 444C: Debenture Certification Form
Sat, 2014-06-14 00:50 Sat, 11/02/2013
1941C SBA Form 1941C: Financing Eligibility Statement - "Economic Disadvantage"
1941C_expiration01-31-14.pdf
Sat, 2014-06-14 00:50 Thu, 01/31/2013
480 SBA Form 480: Size Status Declaration
SBA Form 480e_Review.pdf
Sat, 2014-06-14 00:50 Tue, 01/31/2017
27C SBA Form 27C: LMI Debenture Opinion of Counsel
SBA Form 27C: LMI Debenture Opinion of Counsel
Sat, 2014-06-14 00:50 Sat, 11/02/2013
CDC Checklist for Submitting Real Estate Appraisal
CDC Checklist for Submitting Real Estate Appraisal
Sat, 2014-06-14 00:50 Fri, 11/01/2013
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
Transfer of Participation Agreement
Transfer of Participation Agreement
Sat, 2014-06-14 00:50 Sat, 10/26/2013
Power of Attorney Agreement
Power of Attorney Agreement
Sat, 2014-06-14 00:50 Sat, 10/26/2013
Helpful Hints Guide
Helpful_Hints_Guide_20120504.pdf
Liquidation Sat, 2014-06-14 00:50
1979 Liquidation Plan Format
Liquidation Plan Format
Liquidation Sat, 2014-06-14 00:50 Sat, 10/26/2013
Care and Preservation of Collateral (CPC) Tabs
Care and Preservation of Collateral (CPC) Tabs
Guaranty Purchase Sat, 2014-06-14 00:50 Sat, 10/26/2013
NGPC CPC Status and Payment Statement
NGPC CPC Status and Payment Statement
Sat, 2014-06-14 00:50 Sat, 10/26/2013
SBA Charge Off Tabs/Wrap-Up Report
SBA Charge Off Tabs & Wrap-Up Report.pdf
Sat, 2014-06-14 00:50 Mon, 04/04/2016
Litigation Plan
Litigation Plan
Sat, 2014-06-14 00:50 Sat, 10/26/2013
Regular 7(a) Guaranty Purchase Package Tabs
regular-7a-guaranty-purchase-package-tabs.pdf
Guaranty Purchase Sat, 2014-06-14 00:50 Thu, 01/01/2015
10 Tab Express Purchase Demand Kit
10 Tab Express Purchase Demand Kit
Sat, 2014-06-14 00:50 Sat, 10/26/2013
10 Tab Express Purchase Demand Kit with ARC Loan provisions
10 Tab Express Purchase Demand Kit with ARC Loan provisions
Sat, 2014-06-14 00:50 Sat, 10/26/2013
Pre-Application Review Request
Pre-Application_Review_Request_Coversheet_9-13.pdf
Sat, 2014-06-14 00:50
Eligibility Information Required for 504 Submission
Eligibility Information Required for 504 Submission
Sat, 2014-06-14 00:50 Tue, 04/15/2014
2163 SBA Form 2163: 5-Yr LMI Debenture Certification Form
SBA Form 2163: 5-Yr LMI Debenture Certification Form
Sat, 2014-06-14 00:50 Sat, 11/02/2013
85P-S Supplemental Questionnaire for Selected Positions
tools_sbf85s.pdf
Sat, 2014-06-14 00:50 Thu, 12/12/2013
Capital Certificate
form_finasst_sba1.pdf
Sat, 2014-06-14 00:50 Mon, 09/02/2013
770 Financial Statement of Debtor
tools_sbf_finasst770.pdf
Sat, 2014-06-14 00:50 Wed, 11/30/2011
1031 Portfolio Financing Report
SBA_FORM 1031r.pdf
Sat, 2014-06-14 00:50 Mon, 03/31/2014
1128 Guaranty Loan Purchased
serv_tools_forms_lender_1128.pdf
Sat, 2014-06-14 00:50 Thu, 12/12/2013
1246 Application for Certification as a Certified Development Company
serv_tools_forms_lender_1246.pdf
Sat, 2014-06-14 00:50 Thu, 12/12/2013
1253 Certified Development Company (CDC) Annual Report Guide
SBA 1253 Attachment (MS Excel), SBA Form 1253 CDC Annual Report Guide 4-14.pdf
Sat, 2014-06-14 00:50 Sun, 04/30/2017
1405 Stockholder's Confirmation for Corporate SBICs
SBA Form 1405_corp_12-31-13.pdf
Sat, 2014-06-14 00:50 Tue, 12/31/2013
1405A Ownership Confirmation for Partnership SBICs
SBA Form 1405A_part_12-31-13.pdf
Sat, 2014-06-14 00:50 Tue, 12/31/2013
1454 Application for Pool of Guaranteed Interest Certificates
tools_sbf_finasst1454.pdf
Sat, 2014-06-14 00:50 Thu, 12/12/2013
1504 Development Company 504 Debenture
tools_sbf_finasst1504.pdf
Sat, 2014-06-14 00:50 Thu, 12/12/2013
1505 Note- CDC/504 Loans
SBA Form 1505, SBA INST 1505
Sat, 2014-06-14 00:50 Thu, 12/12/2013
1506 Servicing Agent Agreement
Form 1506 Serv Agent Agrmt OGC Edits020113(new)_Review1.pdf
Sat, 2014-06-14 00:50 Sat, 04/30/2016
1528 Resolution of the Board of Directors
tools_sbf_finasst1528.pdf
Sat, 2014-06-14 00:50 Thu, 12/12/2013
1624 Certification Regarding Debarment, Suspension, Ineligibility and Voluntary Exclusion Lower Tier Covered Transactions
tools_sbf_finasst1624.pdf
Sat, 2014-06-14 00:50 Thu, 12/12/2013
649 Listing Collateral Documents
tools_sbf_finasst649.pdf
Sat, 2014-06-14 00:50 Thu, 12/12/2013
413 Personal Financial Statement
SBA 413.pdf
Sat, 2014-06-14 00:50 Tue, 09/30/2014
1790 Representatives Used and Compensation Paid fof Services in Connection with Obtaining Federal Contracts
SBA Form 1790.pdf
Sat, 2014-06-14 00:50 Sat, 06/30/2012
148 Unconditional Guarantee
SBA Form 148, SBA INST 148/148L
Closing Sat, 2014-06-14 00:50 Thu, 12/12/2013
148L Unconditional Limited Guarantee
SBA Form 148L, SBA INST 148/148L
Closing Sat, 2014-06-14 00:50 Thu, 12/12/2013
1150 Offer in Compromise
sba_elending_clc_forms1150.pdf
Guaranty Purchase Sat, 2014-06-14 00:50 Thu, 12/12/2013
CDC Quarterly Delinquency Report
cdc_quarterly_report.pdf
Sat, 2014-06-14 00:50 Thu, 12/12/2013
Offer In Compromise (OIC) Tabs
OIC_TABS_NGPC_nl.pdf
Guaranty Purchase Sat, 2014-06-14 00:50 Thu, 12/12/2013
Servicing and Liquidation Actions 7(a) Lender Matrix
Unilateral Action Matrix for 7(a) Loan Servicing-Liquidation 20130430.5.pdf
Servicing Sat, 2014-06-14 00:50
1050 Settlement Sheet (Use of Proceeds Certification)
SBA Form 1050 4-17-2012.pdf
Closing Sat, 2014-06-14 00:50 Thu, 02/28/2013
84-1 Joint Application for Export Working Capital Guarantee
EIB-SBA Form 84-1
Sat, 2014-06-14 00:50 Mon, 08/31/2015
159 (504) Fee Disclosure Form and Compensation Aggreement For Agent Services In Connection With an SBA 504 Loan
SBA FORM 159 (504).pdf
Closing Sat, 2014-06-14 00:50 Sun, 08/31/2014

Pages