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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
1505 Note- CDC/504 Loans
PDF icon SBA Form 1505, PDF icon SBA INST 1505
Sat, 2014-06-14 00:50 Thu, 12/12/2013
10 Tab Express Purchase Demand Kit with ARC Loan provisions
PDF icon 10 Tab Express Purchase Demand Kit with ARC Loan provisions
Sat, 2014-06-14 00:50 Sat, 10/26/2013
25 PCGP Model Corporate General Partner Resolution for SBA Commitment
PDF icon SBA Form 25-PCGP
Fri, 2015-07-17 12:45 Mon, 04/30/2018
Other 7(a) Loan Submission Checklist & Cover Sheet
PDF icon Other 7(a) Loan Submission Checklist & Cover Sheet (G).pdf
Tue, 2014-11-25 15:10 Wed, 09/30/2015
5000-1154 Administration of Recovery Loan Queues for 7(a) and 504 Recovery Act Loans
PDF icon 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
PDF icon 5000-1253
Sat, 2014-06-14 00:55
90 01 4 Size Determination Program and Review of Size Standards
PDF icon Size Determination Program and Review of Size Standards
Tue, 2015-12-22 11:56
SF-424A SF 424A - Budget Information (non-construction programs)
PDF icon SF424A-V1.0
Sat, 2014-06-14 00:50 Thu, 10/13/2011
Fresno CLC Letter
PDF icon Fresno CLC Letter
Sat, 2014-06-14 00:50 Tue, 11/05/2013
Important HUBZone Document for LLCs
PDF icon Important HUBZone Document for LLCs.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
50 10 4(E) Loan Processing - Posted 11-20-00
PDF icon Loan Processing - Posted 11-20-00_PDF Version
Tue, 2015-12-22 12:10
1790 Representatives Used and Compensation Paid for Services in Connection with Obtaining Federal Contracts
PDF icon SBA_1790.pdf
Wed, 2017-03-01 14:22 Thu, 01/31/2019
424D Assurances - Construction Programs
PDF icon Assurances - Construction Programs
Sat, 2014-06-14 00:50 Fri, 07/30/2010
2434 SBA Form 2434: 5 Yr Energy Saving Debenture Certification
PDF icon SBA Form 2434 - 5 Yr Energy Saving Debenture Certification revised 8-12.pdf
Sat, 2014-06-14 00:50
5000-1158 Updated Internal Revenue Service (IRS) Contact Information and 4506-T
PDF icon 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
5000-1390 Fees for 7(a) Loans Made to Veteran Owned Small Businesses Effective October 1, 2016
PDF icon Fees for 7(a) Loans Made to Veteran Owned Small Businesses Effective October 1, 2016
Tue, 2016-10-11 17:58 Fri, 09/01/2017
723 Small Business Certification
PDF icon form_cont723.pdf
Sat, 2014-06-14 00:50 Wed, 12/12/2012
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
FAQs Payment Modifications
PDF icon FAQs_Payment Modifications.pdf
Sat, 2014-06-14 00:50
5000-917 Implementing the New SBA: Streamlining Loan Servicing
PDF icon 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
PDF icon 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
PDF icon 5000-1319
Tue, 2014-09-23 14:32 Tue, 09/01/2015
10 08 SBIC Examination Guidelines
PDF icon SOP 10 08
Tue, 2015-12-22 12:01
1031 SBA Form 1031: Portfolio Financing Report
PDF icon SBA Form 1031 OMB approved
Wed, 2016-07-13 21:05 Tue, 10/31/2017
Power of Attorney Agreement
File Power of Attorney Agreement
Thu, 2015-01-15 17:22 Sat, 10/26/2013
2318 America’s Recovery Capital (ARC) Loan
PDF icon serv_tools_forms_lender_2318.pdf
Sat, 2014-06-14 00:50 Fri, 03/07/2014
1450 SBA Form 1450 - 8(a) Annual Update
PDF icon SBA FORM 1450 Revised1.pdf
Sat, 2014-06-14 00:50 Wed, 08/31/2016
2000-788 Use of Special Characters in Pay.gov
PDF icon 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
10 06 Oversight and Regulations of SBICs Investment Division
PDF icon Oversight and Regulations of SBICs Investment Division, PDF icon Appendix 1-1 through 4-6.pdf, PDF icon Appendix 4-7 through 6-3.pdf, PDF icon Appendix 6-4 through 7-1.pdf, PDF icon Appendix 8-1 through 10-3.pdf
Tue, 2015-12-22 12:00
86A Continuation Sheet for Questionnaires SF 86, SF 85 P, and SF 85
PDF icon tools_sf86af.pdf
Sat, 2014-06-14 00:50 Thu, 12/12/2013
1711 SBA Form 1711: Certification Regarding Lobbying
PDF icon SBA Form 1711: Certification Regarding Lobbying
Sat, 2014-06-14 00:50 Sun, 11/03/2013
FAQs ARC Loans
PDF icon FAQs_ARCLoans.pdf
Sat, 2014-06-14 00:50
5000-1177 Loan Agent Data Submission for 7(a) Loans
PDF icon 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
PDF icon bank_5Version 2009 of the 504 Authorization Wizard to be Released November 6, 2008000-1080.pdf, PDF icon Version 2009 of the 504 Authorization Wizard to be Released November 6, 2008_Attachment
Sat, 2014-06-14 00:55
5000-1354 SBA Veterans Advantage - Renewal of Fee Relief for Certain Loans
PDF icon SBA Veterans Advantage - Renewal of Fee Relief for Certain Loans
Thu, 2015-10-01 10:29 Thu, 09/01/2016
52 00 A Microloan Program
PDF icon SOP 52 00 A
Fri, 2016-09-23 18:20 Thu, 04/28/2016 - 16:30
2230 Loan Loss Reserve Fund Deposit Account Control Agreement
PDF icon tools_sbf_forms_2230.pdf
Sat, 2014-06-14 00:50 Thu, 12/12/2013
Reinstatement of SBA Guaranty
Microsoft Office document icon Reinstatement of SBA Guaranty
Sat, 2014-06-14 00:50 Fri, 11/01/2013
2418 ILP Program Activities Report
PDF icon SBA Form 2418.pdf
Sat, 2014-06-14 00:50 Wed, 04/30/2014
Alaska Subordination Agreement
Microsoft Office document icon Alaska Subordination Agreement
Tue, 2014-12-30 16:34 Wed, 12/30/2015
5000-1134 Recovery Act Loan Documentation Requirements and Restrictions
PDF icon Recovery Act Loan Documentation Requirements and Restrictions
Sat, 2014-06-14 00:55 Wed, 12/01/2010
2000-840 Identifying Franchise Loans
PDF icon 2000-840.pdf
Sat, 2014-06-14 00:55 Fri, 08/01/2014
2288 Interim Lender Certification
PDF icon SBA FORM 2288.pdf
Fri, 2016-06-03 10:56 Fri, 09/30/2016
444C SBA Form 444C: Debenture Certification Form
PDF icon SBA Form 444C: Debenture Certification Form
Sat, 2014-06-14 00:50 Sat, 11/02/2013
CDC/504 Supplemental Information for Processing
PDF icon CDC/504 Supplemental Information for Processing
Sat, 2014-06-14 00:50
468 SBA Short Form 468 (Corporate): Quarterly Financial Report
PDF icon SBA Short Form 468 (Corporate): Quarterly Financial Report
Thu, 2016-08-18 17:06 Tue, 10/31/2017
5000-1109 Version 2009.1 of the 504 Loan Program Authorization to be Released 
PDF icon Version 2009.1 of the 504 Loan Program Authorization to be Released
Sat, 2014-06-14 00:55

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