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 Stage Last updated Effective Datesort descending Expiration Date
5000-1386 Small Business Jobs Act Funding Expiration (7(a) and 504 loans)
PDF icon Small Business Jobs Act Funding Expiration (7(a) and 504 loans)
Tue, 2016-08-09 13:42 Sat, 07/01/2017
86 Questionnaire for National Security Positions
PDF icon tools_sf86.pdf
Sat, 2014-06-14 00:50 Wed, 12/12/2012
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
Capital Certificate
PDF icon form_finasst_sba1.pdf
Sat, 2014-06-14 00:50 Mon, 09/02/2013
5000-1139 The 2009.4 Edition of the 7(a) Loan Program Authorization is Re-released in Microsoft Office Word 2007
PDF icon The 2009.4 Edition of the 7(a) Loan Program Authorization is Re-released in Microsoft Office Word 2007
Sat, 2014-06-14 00:55
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
7(a) / SBAExpress Servicing Action Supporting Schedule
PDF icon Servicing Action Supporting Schedule.pdf
Servicing Sat, 2014-06-14 00:50
424C Standard Form 424C: Budget Information - Construction Programs
PDF icon SF424c and instructions.pdf
Sat, 2014-06-14 00:50 Thu, 02/28/2013
60 04 4 Certificate of Competency Program
PDF icon Certificate of Competency Program
Tue, 2015-12-22 12:40
Transfer of Participation Agreement
Microsoft Office document icon Transfer of Participation Agreement
Sat, 2014-06-14 00:50 Sat, 10/26/2013
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
2229 Premier Certified Lenders Program
PDF icon tools_sbf_forms_229.pdf
Sat, 2014-06-14 00:50 Thu, 12/12/2013
5000-1166 Process for Lenders to Participate in GO Loan Pilot
PDF icon Process for Lenders to Participate in GO Loan Pilot
Sat, 2014-06-14 00:55 Thu, 09/01/2011
1405 Stockholder's Confirmation for Corporate SBICs
PDF icon SBA Form 1405e_corp_12-31-16.pdf
Sat, 2014-06-14 00:50 Sat, 12/31/2016
33 Instructions for the Authorization to Disburse Proceeds
PDF icon SBA Form 33 new.pdf
Tue, 2015-06-16 16:57 Mon, 04/30/2018
2162 SBA Form 2162: 10-Yr LMI Debenture Certification Form
PDF icon SBA Form 2162:10-Yr LMI Debenture Certification Form
Sat, 2014-06-14 00:50 Sat, 11/02/2013
5000-1379 Availability of Electronic Submission of SBA Form 159(7a) through SBA One
PDF icon Availability of Electronic Submission of SBA Form 159(7a) through SBA One
Wed, 2016-05-18 11:13 Sat, 04/01/2017
1261 Statements Required by Laws and Executive Orders
PDF icon forms_mis1261.pdf
Sat, 2014-06-14 00:50 Thu, 12/12/2013
5000-1224 504 Debenture Funding Schedule for Calendar Year 2012
Sat, 2014-06-14 00:55 Mon, 10/01/2012
5000-1152 Deferments for SBA 7(a) and 504 Loans to Small Businesses Adversely Affected by the Deepwater Horizon oil spill 
PDF icon Deferments for SBA 7(a) and 504 Loans to Small Businesses Adversely Affected by the Deepwater Horizon oil spill
Sat, 2014-06-14 00:55 Sun, 05/01/2011
1920 LENDER’S APPLICATION FOR GUARANTY FOR ALL 7(a) PROGRAMS
PDF icon SBA 1920
Wed, 2016-09-28 10:08 Sun, 04/30/2017
7(a) / SBAExpress Servicing Action Checklist
PDF icon Servicing Action Checklist
Servicing Sat, 2014-06-14 00:50
1244 Application for Section 504 Loan
PDF icon SBA Form 1244
Authorization Fri, 2016-06-03 10:09 Fri, 09/30/2016
51 00 On-Site Lender Reviews/Examinations
Microsoft Office document icon On-Site Lender Reviews/Examinations_Word Version, PDF icon On-Site Lender Reviews/Examinations_PDF Version
Tue, 2015-12-22 12:36
7(a) LGPC Submission Tools & Instructions
Fri, 2014-12-05 15:55 Wed, 09/30/2015
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
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
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
5000-1169 Surety Bond Guarantee Program - Expiration of Recovery Act Provisions and Permanent Adoption of Size Standard
PDF icon Surety Bond Guarantee Program - Expiration of Recovery Act Provisions and Permanent Adoption of Size Standard
Sat, 2014-06-14 00:55 Thu, 09/01/2011
856A Disclosure Statement Non-Leveraged Licensees
PDF icon SBA Form 856A 7-31-15.pdf
Sat, 2014-06-14 00:50 Fri, 07/31/2015
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
480 SBA Form 480: Size Status Declaration
PDF icon SBA Form 480
Tue, 2015-09-29 11:10 Tue, 01/31/2017
5000-1372 SBA Express/Export Express Loan Authorization Issued
PDF icon SBA Express/Export Express Loan Authorization Issued
Tue, 2016-01-26 11:46
994H Surety Bond Guarantee Program- Default Report, Claim for Reimbursement, and Record of Administrative Action
PDF icon SBA Form 994 H_workingCopy.pdf
Wed, 2016-04-20 17:07 Sun, 03/31/2019
5000-1221 Extension of Gulf Opportunity Pilot Loan Program
PDF icon 5000-1221.pdf
Sat, 2014-06-14 00:55
5000-1163 Issuance of  SOP 50 10 (5)c - Lender and Development Company Loan Programs
PDF icon Issuance of SOP 50 10 (5)c - Lender and Development Company Loan Programs
Sat, 2014-06-14 00:55
REQUIREMENTS FOR DISASTER LOAN SERVICING ACTIONS - BIRMINGHAM DLSC
Tue, 2016-09-20 09:06 Sat, 12/31/2016
ALP CDC Unilateral Action Notification
PDF icon ALP CDC UNILATERAL ACTION.pdf
Sat, 2014-06-14 00:50
Fresno CLC Letter
PDF icon Fresno CLC Letter
Sat, 2014-06-14 00:50 Tue, 11/05/2013
50 53 Lender Supervision and Enforcement
PDF icon Lender Supervision and Enforcement PDF Version, File Lender Supervision and Enforcement Word Version
Tue, 2015-12-22 12:34
Award Nomination Consent Form
PDF icon Award Nomination Consent Form
Sat, 2014-06-14 00:50 Thu, 10/17/2013
5000-1305 Fiscal and Transfer Agent for 7(a) Loan Program
PDF icon 5000-1305.pdf
Fri, 2014-06-27 13:59 Thu, 01/01/2015
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
5000-1091 Centralization of Disaster Loans
PDF icon Centralization of Disaster Loans
Sat, 2014-06-14 00:55
856 Disclosure Statement Leveraged Licensees
PDF icon SBA Form 856 7-31-15
Sat, 2014-06-14 00:50 Fri, 07/31/2015
503/504 Liquidation Wrap Up Report
Microsoft Office document icon 504wrapupreport.doc
Sat, 2014-06-14 00:50 Wed, 01/01/2014
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
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
994B Surety Bond Guarantee Underwriting Review
PDF icon SBA Form 994B.pdf
Wed, 2016-04-20 16:53 Sun, 03/31/2019
5000-1219 1st Quarter "Peg" Rate and Direct Interest Rate
PDF icon 5000-1219.pdf
Sat, 2014-06-14 00:55

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