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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
5000-1220 Cancelation of SOP 33 16, Personnel Management for Disaster Offices
PDF icon 5000-1220.pdf
Sat, 2014-06-14 00:55 Sat, 09/01/2012
5000-1940 Revised Risk-Based Review/Examination Protocol for SBA Supervised Lenders
PDF icon Revised_Risk-Based_ReviewExamination_Protocol_for_SBA_Supervised_Lenders.pdf
Thu, 2017-01-19 10:23 Sun, 12/31/2017
Questionnaire for Public Trust Positions
PDF icon tools_sbf85.pdf
Sat, 2014-06-14 00:50 Thu, 12/12/2013
FAQs ARC Loans
PDF icon FAQs_ARCLoans.pdf
Sat, 2014-06-14 00:50
5000-1155 Verification of Alien Status for SBA 7(a) and 504 Loan Applicants
PDF icon Verification of Alien Status for SBA 7(a) and 504 Loan Applicants
Sat, 2014-06-14 00:55 Wed, 06/01/2011
5000-1092 Issuance of SOP 50 10 5(A) - Lender and Development Company Loan Programs
PDF icon Issuance of SOP 50 10 5(A) - Lender and Development Company Loan Programs
Sat, 2014-06-14 00:55 Mon, 02/01/2010
5000-1332 Revised Risk-Based Review Protocol for SBA Operations of Federally Regulated 7(a) Lenders
PDF icon 5000-1332
Wed, 2015-02-04 11:49 Tue, 12/01/2015
90 77 External and Economy Act Agreements
PDF icon External and Economy Act Agreements.pdf
Tue, 2015-12-22 12:48
1624 Certification Regarding Debarment, Suspension, Ineligibility and Voluntary Exclusion Lower Tier Covered Transactions
PDF icon tools_sbf_finasst1624.pdf
Sat, 2014-06-14 00:50 Thu, 12/12/2013
CDC Checklist for Submitting Equipment Appraisal
Microsoft Office document icon CDC Checklist for Submitting Equipment Appraisal
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
413D Personal Financial Statement Disaster Programs
PDF icon 4 13 Personal Financial Statement
Tue, 2016-11-08 11:34 Wed, 01/31/2018
5000-1168 SBA's ARC Loan Program Ending
PDF icon SBA's ARC Loan Program Ending
Sat, 2014-06-14 00:55 Thu, 09/01/2011
5000-1240 Revised and Expanded Small Loan Advantage – Changes Incorporated into SOP 50 10 5(E)
PDF icon 5000-1240.pdf
Sat, 2014-06-14 00:55 Wed, 05/01/2013
HUBZone Program Certification for Applicants Owned by ANCs
PDF icon HUBZone Program Certification for Applicants Owned by ANCs
Sat, 2014-06-14 00:50 Wed, 10/31/2012
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
5000-1170 1st Quarter "Peg" Rate and Direct Interest Rate
PDF icon 1st Quarter "Peg" Rate and Direct Interest Rate
Sat, 2014-06-14 00:55 Thu, 09/01/2011
5000-1118 Version 2009.4 of the 7(a) Boilerplate Authorization and Wizard Released
PDF icon Version 2009.4 of the 7(a) Boilerplate Authorization and Wizard Released, PDF icon Version 2009.4 of the 7(a) Boilerplate Authorization and Wizard Released_Attachment
Sat, 2014-06-14 00:55 Thu, 07/01/2010
5000-1358 Issuance of SOP 50 57 2, 7(a) Loan Servicing and Liquidation
PDF icon Issuance of SOP 50 57 2, 7(a) Loan Servicing and Liquidation
Wed, 2015-12-02 15:02 Sun, 11/01/2015
40 04 3 Privacy Act Procedures
PDF icon SOP 40 04 03
Tue, 2015-12-22 12:11 Wed, 06/23/2004 - 13:15
2202 Schedule of Liabilities
PDF icon tools_sbf_sba202.pdf
Sat, 2014-06-14 00:50 Thu, 12/12/2013
2209 SBA Form 2209: Opinion of Counsel for NMVC Debenture
PDF icon SBA Form 2209: Opinion of Counsel for NMVC Debenture
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
CDC 503 / 504 LIQUIDATION PLAN
PDF icon 504LiquidationPlan_20130430.pdf
Mon, 2017-05-22 09:38 Tue, 12/31/2019
5000-1132 Servicing and Liquidation Authority of 7(a) Lenders
PDF icon Servicing and Liquidation Authority of 7(a) Lenders
Sat, 2014-06-14 00:55
5000-1304 Improved LGPC Submission Process
PDF icon 5000-1304.pdf
Fri, 2014-06-27 14:00 Thu, 01/01/2015
60 02 8 Prime Contracts Program
PDF icon Prime Contracts SOP-60-02-8.pdf
Tue, 2015-12-22 12:38
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
2207 SBA Form 2207: NMVC Debenture
PDF icon SBA Form 2207: NMVC Debenture
Sat, 2014-06-14 00:50 Sat, 11/02/2013
4506-T Request for Transcript of Tax Return
PDF icon Form_4506-T.pdf
Thu, 2017-08-31 12:42 Fri, 07/28/2017
5000-1102 Centralization of 504 Loans
PDF icon Centralization of 504 Loans
Sat, 2014-06-14 00:55
5000-1315 SBA Form 1086, Secondary Participation Guaranty Agreement and SBA Form 1502 Guaranty Loan Status and Lender Remittance Form
PDF icon 5000-1315.pdf
Wed, 2014-07-30 16:06 Fri, 07/01/2016
50 30 8 Disaster Assistance Program - Posted 07-15
PDF icon Disaster Assistance Program - Posted 07-15
Tue, 2015-12-22 12:13
1246 Application for Certification as a Certified Development Company
PDF icon serv_tools_forms_lender_1246.pdf
Sat, 2014-06-14 00:50 Thu, 12/12/2013
Litigation Plan
PDF icon Litigation Plan
Fri, 2016-12-02 17:12
2301 Community Advantage Lender Participation Application
PDF icon SBA 2301
Thu, 2014-07-17 14:52 Fri, 03/31/2017
Small Loan Document Preparation Instructions
PDF icon Small_Loan_Document_Preparation_Instructions.pdf
Thu, 2016-02-18 16:48 Wed, 09/30/2015
5000-1195 Small Business Jobs Act of 2010: New Dealer Floor Plan Pilot Program
PDF icon Small Business Jobs Act of 2010: New Dealer Floor Plan Pilot Program
Sat, 2014-06-14 00:55 Wed, 02/01/2012
5000-1227 Credit Alert Verification Reporting System (CAIVRS) and SOP 50 10 5(D)
PDF icon 5000-1227.pdf
Sat, 2014-06-14 00:55 Thu, 11/01/2012
5000-1955 Fees for 7(a) Loans Made to Veteran-Owned Small Businesses
PDF icon Fees for 7(a) Loans Made to Veteran-Owned Small Businesses
Thu, 2017-08-31 13:03 Wed, 08/01/2018
1993 Federal Agency Comment Form
PDF icon SBA Form 1993
Wed, 2016-08-03 13:59 Wed, 07/31/2019
3881 Standard Form 3881: ACH Vendor/Miscellaneous Payment Enrollment Form
PDF icon Standard Form 3881: ACH Vendor/Miscellaneous Payment Enrollment Form
Sat, 2014-06-14 00:50 Tue, 09/30/2014
Important Document Request for Partnerships
PDF icon Important Document Request for Partnerships.pdf
Sat, 2014-06-14 00:50
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
5000-1083 Version 2009.1 of the 7(a) Authorization Wizard to be Released November 24, 2008
PDF icon Version 2009.1 of the 7(a) Authorization Wizard to be Released November 24, 2008, PDF icon Version 2009.1 of the 7(a) Authorization Wizard to be Released November 24, 2008_Attachment
Sat, 2014-06-14 00:55
5000-1347 Microloan Program Expanded Eligibility and Other Program Changes
PDF icon 5000-1346
Fri, 2015-07-31 12:08 Fri, 07/01/2016
50 53 (A) Lender Supervision and Enforcement
PDF icon SOP 50 53(A) FINAL.pdf
Tue, 2015-12-22 12:36 Tue, 06/05/2012 - 00:00
2234 (Part B) Supplemental Information for PCLP Processing
PDF icon sba_forms_2234B
Mon, 2017-05-22 10:20 Tue, 12/31/2019
2098 SBA Form 2098: Instrument of Admission or Increase in Commitment for a Preferred Limited Partner
PDF icon 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

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