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    • SBA form
    • 1506

    Servicing Agent Agreement

    Related programs: CDC/504
    Summary: This form is used to certify the use of 504 loan proceeds, appoint a servicing agent, and impose fees. To be executed by the borrower, CDC, and CSA.
    • SBA form
    • 155

    Standby Creditor's Agreement

    Related programs: 7(a), CDC/504
    Summary: SBA Lender may use SBA Form 155 or its own Standby Agreement Form. A copy of the note must be attached to the standby agreement.
    • SBA form
    • 2101

    CDC Certification

    Related programs: CDC/504
    Summary: The Certified Development Company (CDC) must complete this certification for each 504 loan to receive SBA guarantees.
    • Support

    CDC 504 Liquidation Plan

    Related programs: CDC/504
    Summary: This template outlines the information required to be included in a CDC Liquidation Plan.
    • Support

    Litigation Plan for 7(a) and 504 Loans

    Related programs: 7(a), CDC/504
    Summary: SBA Lenders use this template to seek SBA approval of litigation plans under 7(a) and 504 loan programs, and for any amendments to such plans.
    • SBA form
    • 2416

    Lender Certification for Refinanced Loan

    Related programs: CDC/504
    Summary: This certification is to be executed by the lender holding the debt to be refinanced when the debt is same institution debt and there is no interim lender.
    • SBA form

    Offer In Compromise (OIC) Tabs

    Related programs: 7(a), CDC/504, Disaster
    Summary: Complete these tabs in order for the SBA to process your request for approval of an Offer In Compromise for 7(a) and 504 loans.
    • SBA form

    Power of Attorney Agreement

    Related programs: CDC/504
    Summary: This Grant of Authority may be completed by Premier Certified Development Companies for signature by SBA officials.
    • SBA form

    CDC Quarterly Status Update Report

    Related programs: CDC/504
    Summary: This template may be used by CDCs to report on pre-debenture purchase delinquency and post-debenture purchased loans in liquidation status.
    • SBA form

    503/504 Liquidation Wrap Up Report

    Related programs: CDC/504
    Summary: Authorized CDCs must submit a Wrap-Up Report to the appropriate SBA Loan Center after completing 504 Loan liquidation activities.
    • Report

    2019 Weekly Lending Reports

    Summary: SBA offers a variety of loan programs for very specific purposes. These reports detail weekly lending activity for SBA loan programs.
    • Support

    CDC Certification Guide

    Related programs: CDC/504
    Summary: This guide outlines requirements for an application to become a CDC.
    • Report

    Recovery Program Performance Report

    Related programs: 7(a), CDC/504, Microlending, Surety Bonds
    Summary: This report shows data related to SBA programs and activities enacted in the American Recovery and Reinvestment Act of 2009.
    • Support

    LEA Guide

    Related programs: CDC/504
    Summary: This guide outlines requirements for CDC applications for a Local Economic Area (LEA) expansion.
    • Support

    CDC Quarterly Delinquency Report

    Related programs: CDC/504
    Summary: CDCs use this form to provide an update on loans that are in regular service and 60+ days past due, and to provide quarterly reports on loans in liquidation.
    • SOP
    • 50 30 9

    Disaster Assistance Program

    Related programs: Disaster
    Summary: This SOP covers disaster assistance loans, including eligibility, use of proceeds, and the application process.
    • Support

    Multi-State Expansion Guide

    Related programs: CDC/504
    Summary: This guide outlines requirements for CDC applications for a multi-state expansion.