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
HUBZone Program Certification for Applicants Owned by Indian Tribal Government
PDF icon HUBZone Program Certification for Applicants Owned by Indian Tribal Governments
Sat, 2014-06-14 00:50 Wed, 10/31/2012
468 SBA Form 468 Schedule 10: Annual Financial Report
PDF icon SBA Form 468 Schedule 10: Annual Financial Report
Sat, 2014-06-14 00:50 Sat, 11/02/2013
Transfer of Participation
PDF icon Transfer of Participation(2).pdf
Sat, 2014-06-14 00:50
5000-1125 Gulf Opportunity Pilot Loan Program Waiver of Personal Resources Test
PDF icon Gulf Opportunity Pilot Loan Program Waiver of Personal Resources Test
Sat, 2014-06-14 00:55 Thu, 09/30/2010
5000-1094 Auto Dealers Outreach Campaign
PDF icon Auto Dealers Outreach Campaign
Sat, 2014-06-14 00:55
5000-1329 Required use of E-Tran by all 7(a) Lenders for Certain Unilateral Servicing and Liquidation Actions
PDF icon 5000-1329
Tue, 2014-12-09 10:22 Mon, 02/01/2016
1253 Certified Development Company (CDC) Annual Report Guide
PDF icon SBA Form 1253 CDC Annual Report Guide 9-16.pdf, Office spreadsheet icon SBA 1253 Attachment (MS Excel)
Wed, 2015-09-16 10:38 Sun, 04/30/2017
NGPC CPC Status and Payment Statement
Microsoft Office document icon NGPC CPC Status and Payment Statement
Sat, 2014-06-14 00:50 Sat, 10/26/2013
2403 Application for Pool of Section 504 First Mortgage Loan Interests
PDF icon tools_sbf_forms_2403.pdf
Sat, 2014-06-14 00:50 Fri, 04/30/2010
2414 Women Owned Small Business (WOSB) Program Certification - EDWOSBs
PDF icon SBA 2414 fillable
Wed, 2015-01-14 13:17 Thu, 11/30/2017
5000-1187 Intermediary Lending Pilot Program
PDF icon Intermediary Lending Pilot Program
Sat, 2014-06-14 00:55 Tue, 11/01/2011
5000-1238 7(a) Loan Origination 10-Tab Submission Tool
PDF icon 5000-1238[1].pdf
Sat, 2014-06-14 00:55 Wed, 05/01/2013
37 71 2 Employee Dispute Resolution Process
Microsoft Office document icon Employee Dispute Resolution Process_Word Version, PDF icon Employee Dispute Resolution Process_PDF Version
Tue, 2015-12-22 12:02
1993 Federal Agency Comment Form
PDF icon SBA Form 1993
Wed, 2016-08-03 13:59 Wed, 07/31/2019
424B Standard Form 424B: Assurances - Non-Construction Programs
PDF icon Standard Form 424B: Assurances - Non-Construction Programs
Sat, 2014-06-14 00:50 Sun, 11/03/2013
2408 Voluntary Decertification Agreement
PDF icon SBA Form 2408.pdf
Sat, 2014-06-14 00:50
5000-1172 7(a) and 504 Fees Effective On October 1, 2010
PDF icon 7(a) and 504 Fees Effective On October 1, 2010
Sat, 2014-06-14 00:55 Thu, 09/01/2011
5000-1116 Program for Investment in Microentrepreneurs Act (PRIME)
PDF icon Program for Investment in Microentrepreneurs Act (PRIME)
Sat, 2014-06-14 00:55
5000-1359 Revised IRS Form 4506-T and Updated Internal Revenue Service (IRS) contact information
PDF icon Form 5000-1359
Fri, 2016-09-23 18:22 Tue, 11/01/2016
2234 (Part C) Eligibility Information Required for PCLP Submission
PDF icon Eligibility Information Required for PCLP Submission
Fri, 2016-06-03 11:21 Fri, 09/30/2016
1941A SBA Form 1941A: Financing Eligibility Statement - "Social Disadvantage" (For Individuals Who Are Members of a Designated Group)
PDF icon SBA Form 1941A 04-30-201 review
Mon, 2015-03-30 15:04 Sun, 04/30/2017
CAP-1050 Lender's Semi-Annual Funds Disbursement Report
PDF icon SBA CAP-1050.pdf
Sat, 2014-06-14 00:50 Sat, 05/31/2014
DELEGATED LENDER Franchise/Agreement Review Request
PDF icon DELEGATED LENDER Franchise/Agreement Review Request
Fri, 2015-05-29 13:01 Sun, 05/29/2016
5000-1123 7(a) Fees and 504 Fees Effective On October 1, 2009
PDF icon 7(a) Fees and 504 Fees Effective On October 1, 2009
Sat, 2014-06-14 00:55
5000-1314 SOP 50 10 5(F) update – 7(a) Loan Program Credit Standards
PDF icon 5000-1314.pdf
Sat, 2014-06-14 00:55 Mon, 06/01/2015
90 10 6 Audit Program
PDF icon Audit Program
Mon, 2017-01-30 16:04
CDC Quarterly Delinquency Report
PDF icon cdc_quarterly_report.pdf
Sat, 2014-06-14 00:50 Thu, 12/12/2013
LLL Disclosure of Lobbying Activities
PDF icon Disclosure of Lobbying Activities.pdf
Sat, 2014-06-14 00:50 Thu, 10/17/2013
1010B - ANC 8(a) Business Development (BD) Program Application Alaskan Native Corporation-Owned Concern
PDF icon 8(a) Business Development (BD) Program Application Alaskan Native Corporation-Owned Concern
Mon, 2015-04-20 15:17 Mon, 03/31/2014
HUBZone Program Certification for Applicants Owned by U.S. Citizens, ANCs, NHOs, or CDCs
PDF icon HUBZone Program Certification for Applicants Owned by U.S. Citizens, ANCs or CDCs
Wed, 2016-10-05 17:30 Sun, 06/30/2019
5000-1153 Reactivation of Recovery Loan Queues for 7(a) and 504 Recovery Act Loans
PDF icon Reactivation of Recovery Loan Queues for 7(a) and 504 Recovery Act Loans
Sat, 2014-06-14 00:55 Sun, 05/01/2011
5000-1219 1st Quarter "Peg" Rate and Direct Interest Rate
PDF icon 5000-1219.pdf
Sat, 2014-06-14 00:55
5000-1405 2nd Quarter "Peg" Rate, Direct Interest Rate and Maximum Interest Rate of a Third Party Lender Loan for a 504 Project
PDF icon 2nd Quarter "Peg" Rate, Direct Interest Rate and Maximum Interest Rate of a Third Party Lender Loan for a 504 Project
Thu, 2017-01-05 11:02 Sun, 12/31/2017
155 Standby Creditor's Agreement
PDF icon serv_tools_forms_lender_155.pdf
Sat, 2014-06-14 00:50 Thu, 12/12/2013
1919 Borrower Information Form
PDF icon SBA 1919 SSN
Mon, 2014-10-20 17:15 Mon, 04/17/2017
Risk Management Data Base Form
PDF icon bank_risk_database_mangment.pdf
Sat, 2014-06-14 00:50 Fri, 01/31/2014
34 Instructions for Bank Identification Form
PDF icon SBA Form 34 Bank ID final E 3
Fri, 2015-06-12 11:42 Mon, 04/30/2018
5000-1143 Additional Funding Available and Extension of Authority for 7(a) and 504 Recovery Act Loans
PDF icon Additional Funding Available and Extension of Authority for 7(a) and 504 Recovery Act Loans
Sat, 2014-06-14 00:55 Tue, 03/01/2011
5000-1225 Additional Changes to 504 Certified Development Company Loan Program Regarding Debt Refinancing Authorized by the Jobs Act
PDF icon Additional Changes to 504 Certified Development Company Loan Program Regarding Debt Refinancing Authorized by the Jobs Act
Sat, 2014-06-14 00:55 Mon, 10/01/2012
50 46 1 Claims and Recovery Program
PDF icon Claims and Recovery Program
Tue, 2015-12-22 12:14
898 Advisory Committee Membership Nominee Information Form
PDF icon forms_mis898.pdf
Sat, 2014-06-14 00:50 Wed, 11/30/2011
2219 SBA Form 2219: OA Grant Performance Report
PDF icon SBA Form 2219: OA Grant Performance Report
Sat, 2014-06-14 00:50 Sat, 11/02/2013
5000-1183 Small Business Jobs Act of 2010: Changes to the 504 Loan Program
PDF icon Small Business Jobs Act of 2010: Changes to the 504 Loan Program
Sat, 2014-06-14 00:55 Sat, 10/01/2011
5000-1087 New IRS Tax Verification Alternative
PDF icon New IRS Tax Verification Alternative
Sat, 2014-06-14 00:55 Tue, 12/01/2009
5000-1344 7(a) Loan Program Authorization Level
PDF icon 5000-1344.pdf
Thu, 2015-07-23 10:43 Fri, 07/01/2016
10 04 1 Processing Applications for SBIC Licenses
PDF icon SOP 10 04 1
Tue, 2015-12-22 11:57 Tue, 09/23/2014 - 16:15
1528 Resolution of the Board of Directors
PDF icon SBA FORM 1528
Thu, 2015-10-01 10:38 Thu, 12/12/2013
Eligibility Information Required for 504 Submission
PDF icon Eligibility Information Required for 504 Submission
Sat, 2014-06-14 00:50 Tue, 04/15/2014
1065 Applicant Licensee's Assurance of Compliance (Public Interest)
PDF icon SBA Form 1065_Review.pdf
Tue, 2015-06-16 15:44 Wed, 11/30/2011
Alternative LGPC 10-Tab Template
PDF icon LGPC_10-Tab_Template_2-1-16.pdf
Tue, 2016-02-09 16:33 Wed, 09/30/2015

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