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
4506-T Request for Transcript of Tax Return
PDF icon Form_4506-T.pdf
Thu, 2017-08-31 12:42 Fri, 07/28/2017
Fresno CLC Letter
PDF icon Fresno CLC Letter
Sat, 2014-06-14 00:50 Tue, 11/05/2013
5000-1105 Recovery Act – Restricted Uses of Funds
PDF icon Recovery Act – Restricted Uses of Funds
Sat, 2014-06-14 00:55 Sat, 05/01/2010
60 03 6 Subcontracting Assistance Program
PDF icon Subcontracting Assistance Program
Tue, 2015-12-22 12:39
5000-1306 Update and Release of SBA Forms 1919 and 1920
PDF icon 5000-1306.pdf
Thu, 2014-07-10 15:23 Fri, 05/01/2015
2301 Community Advantage Lender Participation Application
PDF icon SBA 2301
Thu, 2014-07-17 14:52 Fri, 03/31/2017
2288 Interim Lender Certification
PDF icon SBA FORM 2288.pdf
Fri, 2017-05-19 11:01
Small Loan Document Preparation Instructions
PDF icon Small_Loan_Document_Preparation_Instructions.pdf
Thu, 2016-02-18 16:48 Wed, 09/30/2015
480 SBA Form 480: Size Status Declaration
PDF icon SBA_480.pdf
Tue, 2017-05-16 12:11 Tue, 01/31/2017
5000-1144 Limitation on Additional Funding for Fee Relief and Higher Guaranty Loans
PDF icon Limitation on Additional Funding for Fee Relief and Higher Guaranty Loans
Sat, 2014-06-14 00:55 Tue, 03/01/2011
5000-1407 FY 2017 Updated Fee Schedule for SBA Oversight of SBA Advantage (7(a)) Lenders
PDF icon FY 2017 Updated Fee Schedule for SBA Oversight of SBA Advantage (7(a)) Lenders
Mon, 2017-01-30 16:15 Sun, 12/31/2017
5000-1224 504 Debenture Funding Schedule for Calendar Year 2012
Sat, 2014-06-14 00:55 Mon, 10/01/2012
Important Document Request for Partnerships
PDF icon Important Document Request for Partnerships.pdf
Sat, 2014-06-14 00:50
Award Nomination Consent Form
PDF icon Award Nomination Consent Form
Sat, 2014-06-14 00:50 Thu, 10/17/2013
5000-1181 Issuance of SOP 50 51 3 for 7(a) and 504 Loan Liquidation
PDF icon Issuance of SOP 50 51 3 for 7(a) and 504 Loan Liquidation
Sat, 2014-06-14 00:55 Sat, 10/01/2011
5000-1088 Identification of Correct Base Rate for 7(a) Loans
PDF icon Identification of Correct Base Rate for 7(a) Loans
Sat, 2014-06-14 00:55 Tue, 12/01/2009
50 10 5(A) Lender and Development Company Loan Programs
PDF icon SOP 50 10 5(A) (PDF Version), File SOP 50 10 5(A) (Word Version with Tracked Changes)
Sat, 2014-06-14 01:14 Sun, 03/01/2009 - 00:00
2000-2004 SBA Information Notice
PDF icon 2000-2004.pdf
Tue, 2015-05-26 16:12 Tue, 05/26/2015
413 (7a/504/SBG) Personal Financial Statement
PDF icon SBA Form 413 (7a-504-SBG)
Thu, 2015-03-19 15:55 Wed, 01/31/2018
2432 SBA Form 2432: Early Stage Discount Debenture Certification
PDF icon SBA Form 2432 - Early Stage Discount Debenture Certification revised 8-12.pdf
Sat, 2014-06-14 00:50
Power of Attorney Agreement
File Power of Attorney Agreement
Thu, 2015-01-15 17:22 Sat, 10/26/2013
5000-1079 Version 2009 of the 7(a) Authorization Wizard to be Released November 3, 2008
PDF icon Version 2009 of the 7(a) Authorization Wizard to be Released November 3, 2008, PDF icon Version 2009 of the 7(a) Authorization Wizard to be Released November 3, 2008_Attachment
Sat, 2014-06-14 00:55
50 10 5(E) Revision to SOP 50 10 5(E)
PDF icon 5000-1252.pdf
Tue, 2015-12-22 12:12
SLPC 504 email notifications guide
PDF icon SLPC 504 email notifications guide
Sat, 2014-06-14 00:50
85P-S Supplemental Questionnaire for Selected Positions
PDF icon tools_sbf85s.pdf
Sat, 2014-06-14 00:50 Thu, 12/12/2013
Care and Preservation of Collateral (CPC) Tabs
PDF icon Care and Preservation of Collateral (CPC) Tabs
Thu, 2017-03-30 11:30 Thu, 03/30/2017
1711 SBA Form 1711: Certification Regarding Lobbying
Mon, 2017-06-05 13:17 Sun, 11/03/2013
2000-773 Using General Ledger Accounts in Pay.gov
PDF icon Using General Ledger Accounts in Pay.gov
Sat, 2014-06-14 00:55 Wed, 12/01/2010
10 07 1 SBIC Liquidation Program
PDF icon SOP 10 07 1
Tue, 2015-12-22 12:01
5000-1288 7(a) and 504 Fees Effective on October 1, 2013
PDF icon 5000-1288.pdf
Sat, 2014-06-14 00:55
LLL-A Disclosure of Lobbying Activities Continuation Sheet
PDF icon SF LLLA.pdf
Sat, 2014-06-14 00:50 Mon, 03/04/2013
2101 CDC Certification
PDF icon SBA_Form_2101_new.pdf
Sat, 2014-06-14 00:50
1926 SBA Success Story Form
PDF icon SBA Form 1926.pdf
Sat, 2014-06-14 00:50
Reinstatement of SBA Guaranty
Microsoft Office document icon Reinstatement of SBA Guaranty
Sat, 2014-06-14 00:50 Fri, 11/01/2013
5000-1157 7(a) Guaranty Purchases
PDF icon 7(a) Guaranty Purchases
Sat, 2014-06-14 00:55 Wed, 06/01/2011
5000-1388 New Regulations Governing Affiliation for SBA Business Loan, Disaster Loan, and Surety Bond Guarantee Programs
PDF icon New Regulations Governing Affiliation for SBA Business Loan, Disaster Loan, and Surety Bond Guarantee Programs
Tue, 2016-08-16 16:02 Sat, 07/01/2017
5000-1212 Further Guidance on Appraisals, Multiple Loans, and Approving Extensions of Disbursement Period in the 504 Temporary Debt Refinancing Program Authorized by the Small Business Jobs Act
File 5000-1212.docx
Sat, 2014-06-14 00:55
HUBZone Program Certification for Applicants Owned by CDCs
PDF icon HUBZone Program Certification for Applicants Owned by CDCs
Sat, 2014-06-14 00:50 Wed, 10/31/2012
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
5000-1097 Implementation of Section 501 of the Recovery Act - Fee Elimination Provisions
PDF icon Implementation of Section 501 of the Recovery Act - Fee Elimination Provisions
Sat, 2014-06-14 00:55
50 45 3 The Surety Bond Guarantee Program
PDF icon The Surety Bond Guarantee Program
Tue, 2015-12-22 12:13
5000-1321 Issuance of SOP 50 10 5(G) – Lender and Development Company Loan Programs
PDF icon 5000-1321
Fri, 2014-10-10 11:06 Wed, 10/01/2014
Debit Authorization (SBICs)
PDF icon Debit Authorization (SBICs)
Thu, 2016-06-23 11:23
641 Counseling Information Form
PDF icon SBA Form 641_E
Mon, 2016-06-06 10:27 Tue, 10/31/2017
Small Loan Submission Checklist & Cover Sheet
PDF icon Small_Loan_Submission_Checklist_Cover_Sheet_H.pdf
Thu, 2016-02-18 16:46 Wed, 09/30/2015
468 SBA Inst 468: Instructions for Reporting Requirements for NMVCCs
PDF icon SBA Inst 468: Instructions for Reporting Requirements for NMVCCs
Sat, 2014-06-14 00:50 Sat, 11/02/2013
5000-1192 Expiration of Temporary Small Business Jobs Act Loan Enhancements and Re-activation of the Loan Queues
PDF icon Expiration of Temporary Small Business Jobs Act Loan Enhancements and Re-activation of the Loan Queues
Sat, 2014-06-14 00:55 Tue, 02/01/2011
5000-4020 SBA Policy Notice
PDF icon SBA Policy Notice
Thu, 2017-08-31 12:43 Wed, 08/01/2018
3000-3027 Dismissal and Closure Procedures for SBA Field Offices
Sat, 2014-06-14 00:55 Sat, 12/01/2012
ARC Loan Liquidation Form
PDF icon ARC Liqudation form_.pdf
Sat, 2014-06-14 00:50 Sun, 06/30/2013

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