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
5000-1276 SOP 50 57 Technical Corrections
PDF icon 5000-1276.pdf
Sat, 2014-06-14 00:55 Tue, 04/01/2014
90 75 3 Outreach Activities
PDF icon Outreach Activities
Tue, 2015-12-22 12:46
424 Application for Federal Assistance
PDF icon SF 424_ Application for Federal Assistance
Sat, 2014-06-14 00:50 Thu, 10/17/2013
1010B - IND 8(a) Business Development (BD) Program Application Individual Information
PDF icon 8(a) Business Development (BD) Program Application Individual Information
Mon, 2015-04-20 15:22 Mon, 03/31/2014
2435 SBA Form 2435: Early Stage Current Pay Debenture Certification
PDF icon SBA Form 2435 - Early Stage Current Pay Debenture Certification revised 8-12.pdf
Sat, 2014-06-14 00:50
5000-1161 Secondary Market Sales by SBA Lenders
PDF icon Secondary Market Sales by SBA Lenders
Sat, 2014-06-14 00:55 Fri, 07/01/2011
5000-1205 Secondary Market Sales by SBA Lenders - Reserve Agreement
File 5000-1205.docx
Sat, 2014-06-14 00:55 Sun, 04/15/2012
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
990 Surety Bond Guarantee Agreement
PDF icon SBA Form 990 in progress
Wed, 2016-04-20 16:57 Sun, 03/31/2019
468 SBA Form 468 (Corporate): Annual Financial Report
PDF icon SBA Form 468 (Corporate): Annual Financial Report
Thu, 2016-08-18 16:42 Tue, 10/31/2017
FAQs Post Servicing Offer in Compromise
PDF icon FAQs_Post Servicing.pdf
Sat, 2014-06-14 00:50
5000-1120 Updated SBA’s ARC Loan Program Procedural Guide
PDF icon Updated SBA’s ARC Loan Program Procedural Guide
Sat, 2014-06-14 00:55 Sun, 08/01/2010
5000-1101 Recovery Act - Changes to 504 Job Opportunity Requirements
PDF icon Recovery Act - Changes to 504 Job Opportunity Requirements
Sat, 2014-06-14 00:55
2000 - 0853 Electronic Submission of ARC Loan Payment Using Pay.gov SBA Form 172
PDF icon 2000-0853
Wed, 2014-08-13 14:21 Sat, 08/01/2015
50 53 Lender Supervision and Enforcement
PDF icon SOP 50 53
Sat, 2014-06-14 01:14 Fri, 10/01/2010 - 00:00
1128 Guaranty Loan Purchased
PDF icon serv_tools_forms_lender_1128.pdf
Sat, 2014-06-14 00:50 Thu, 12/12/2013
2320 Unconditional Guarantee (ARC) Loan
PDF icon tools_sbf_forms_2320.pdf
Sat, 2014-06-14 00:50 Fri, 03/07/2014
2449 APPENDIX C: COMMUNITY ADVANTAGE APPLICATION ADDENDUM
PDF icon SBA Form 2449 7-14
Thu, 2014-07-17 14:49
5000-1194 Revised SBA Form 1086, Secondary Participation Guaranty Agreement and Form 1502, Guaranty Loan Status & Lender Remittance Form
PDF icon Revised SBA Form 1086, Secondary Participation Guaranty Agreement and Form 1502, Guaranty Loan Status & Lender Remittance Form
Sat, 2014-06-14 00:55 Sat, 01/01/2011
5000-1201 Updated SBA Loan Application Forms for SBA Express, Export Express and Pilot Loan Programs
Sat, 2014-06-14 00:55 Thu, 03/01/2012
60 06 3 Property Sales Assistance Program
PDF icon Property Sales Assistance Program_Pdf Version, File Property Sales Assistance Program_Word Version
Tue, 2015-12-22 12:08
1504 Development Company 504 Debenture
PDF icon tools_sbf_finasst1504.pdf
Sat, 2014-06-14 00:50 Thu, 12/12/2013
10 Tab Express Purchase Demand Kit
PDF icon 10 Tab Express Purchase Demand Kit
Tue, 2015-11-10 13:42 Mon, 10/31/2016
25 LLGP Model Limited Liability General Partner Certificate for SBA Commitment
PDF icon SBA Form 25-LLGP.pdf
Fri, 2015-07-17 13:26 Mon, 04/30/2018
Small Loan Document Preparation Instructions
PDF icon Small_Loan_Document_Preparation_Instructions.pdf
Thu, 2016-02-18 16:48 Wed, 09/30/2015
5000-1186 Disaster Loan Liquidation Policy and Procedures
PDF icon Disaster Loan Liquidation Policy and Procedures
Sat, 2014-06-14 00:55 Tue, 11/01/2011
5000-1239 Issuance of SOP 50 10 5(E) – Lender and Development Company Loan Programs
PDF icon 5000-1239.pdf
Sat, 2014-06-14 00:55 Wed, 05/01/2013
80 06 HUBZone Program
PDF icon HUBZone Program
Sat, 2014-06-14 01:14
1623 SBA Form 1623: Certification Regarding Debarment, Suspension, and Other Responsibility Matters Primary Covered Transactions
PDF icon SBA Form 1623 - Certification Regarding Debarment, Suspension, and Other Responsibility Matters Primary Covered Transactions
Tue, 2014-12-16 17:16
Model Debenture SBIC, L.P. (Model Partnership Agreement) Version 3.0
File Model Debenture SBIC, L.P. (Model Partnership Agreement) Version 3.0
Fri, 2016-10-21 10:18 Thu, 03/31/2016
Important Document Request for Sole Proprietors
PDF icon Important Document Request for Sole Proprietors.pdf
Sat, 2014-06-14 00:50
5000-1171 504 Debenture Funding Schedule for Calendar Year 2011
PDF icon 504 Debenture Funding Schedule for Calendar Year 2011
Sat, 2014-06-14 00:55 Thu, 09/01/2011
5000-1117 Program for Investment in Microentrepreneurs Act (PRIME)
PDF icon Program for Investment in Microentrepreneurs Act (PRIME)Program for Investment in Microentrepreneurs Act (PRIME)
Sat, 2014-06-14 00:55
5000-1370 Calendar Year 2016 Schedule of 1502 Report & Payment due dates for 7(a) Loans.
PDF icon Calendar Year 2016 Schedule of 1502 Report & Payment due dates for 7(a) Loans.
Wed, 2015-12-02 14:57 Thu, 12/01/2016
2289 Borrower and Operating Company Certification
PDF icon SBA Form 2289.pdf
Sat, 2014-06-14 00:50
1941C SBA Form 1941C: Financing Eligibility Statement - "Economic Disadvantage"
PDF icon SBA FORM 1941C 04-30-2017
Mon, 2015-03-30 15:47 Thu, 01/31/2013
E-Tran - Servicing Guide for CDCs
PDF icon E-Tran Servicing Guide for CDCs.pdf
Sat, 2014-06-14 00:50
468 SBA Form 468: SBIC Financial Report
PDF icon SBA Form 468 (Partnership): Annual Financial Report, PDF icon SBA Short Form 468 (Partnership): Quarterly Financial Report, PDF icon SBA Form 468 (Corporate): Annual Financial Report, PDF icon SBA Short Form 468 (Corporate): Quarterly Financial Report
Tue, 2016-08-23 12:28 Tue, 10/31/2017
5000-1131 Transition Period for Initiatives under Sections 501 and 502 of the Recovery Act
PDF icon Transition Period for Initiatives under Sections 501 and 502 of the Recovery Act
Sat, 2014-06-14 00:55 Wed, 12/01/2010
5000-1299 SBA Veterans Advantage
PDF icon 5000-1299.pdf
Fri, 2014-06-27 14:00
90 54 5 SBA Advisory Councils
PDF icon SBA Advisory Councils
Tue, 2015-12-22 12:44 Fri, 05/04/2001 - 00:00
84-1 Joint Application for Export Working Capital Guarantee
PDF icon EIB-SBA Form 84-01
Tue, 2017-03-14 11:08 Tue, 03/31/2020
2137 Small Business Week Consent for Disclosure of Information
PDF icon Small Business Week Consent for Disclosure of Information
Sat, 2014-06-14 00:50 Thu, 10/17/2013
Request to Honor SBA 7(a) Loan Guaranty
PDF icon bank_demandletter.pdf
Sat, 2014-06-14 00:50 Fri, 01/31/2014
856 Disclosure Statement Leveraged Licensees
PDF icon SBA Form 856 7-31-15.pdf
Sat, 2014-06-14 00:50 Fri, 07/31/2015
5000-1152 Deferments for SBA 7(a) and 504 Loans to Small Businesses Adversely Affected by the Deepwater Horizon oil spill
PDF icon Businesses Adversely Affected by the Deepwater Horizon oil spill
Sat, 2014-06-14 00:55 Sun, 05/01/2011
5000-1216 Implementation of Permanent Export Express Program
PDF icon 5000-1216.pdf
Sat, 2014-06-14 00:55 Wed, 08/01/2012
5000-1393 1st Quarter "Peg" Rate, Direct Interest Rate and Maximum Interest Rate of a Third Party Lender Loan for a 504 Project
PDF icon 1st_Quarter_Peg_Rate.pdf
Wed, 2017-01-18 11:12 Wed, 01/18/2017
994 R Application for Surety Bond Guarantee Assistance – Rider Under the American Recovery and Reinvestment Act of 2009
PDF icon form cont994
Wed, 2014-11-05 16:31 Mon, 02/29/2016
269 Standard Form 269: Financial status Report
PDF icon Standard Form 269: Financial status Report
Sat, 2014-06-14 00:50 Sat, 11/02/2013

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