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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 Stage Last updated Effective Datesort descending Expiration Date
5000-803 Procedures for Expedited Purchase of SBAExpress, Export Express and CommunityExpress Loans in Liquidation
Procedures for Expedited Purchase of SBAExpress, Export Express and CommunityExpress Loans in Liquidation
Sat, 2014-06-14 00:55 Sat, 10/26/2013
Pre-Application Review Request
Pre-Application_Review_Request_Coversheet_9-13.pdf
Sat, 2014-06-14 00:50
8821 Tax Information Authorization
IRS 8821 Form
Sat, 2014-06-14 00:50 Mon, 04/16/2012
90 10 (5) Audit Program
Audit Program
Sat, 2014-06-14 01:14
1405 Stockholder's Confirmation for Corporate SBICs
SBA Form 1405e_corp_12-31-16.pdf
Sat, 2014-06-14 00:50 Sat, 12/31/2016
5000-1238 7(a) Loan Origination 10-Tab Submission Tool
5000-1238[1].pdf
Sat, 2014-06-14 00:55 Wed, 05/01/2013
2420 ILP Program Resolution of the Board of Directors
SBA Form 2420.pdf
Sat, 2014-06-14 00:50 Wed, 04/30/2014
5000-1078 CY 2009 Schedule of 1502 Report & Payment Due Dates for 7(a) Loans
CY 2009 Schedule of 1502 Report & Payment Due Dates for 7(a) Loans
Sat, 2014-06-14 00:55 Thu, 10/01/2009
269 Standard Form 269: Financial status Report
Standard Form 269: Financial status Report
Sat, 2014-06-14 00:50 Sat, 11/02/2013
5000-1155 Verification of Alien Status for SBA 7(a) and 504 Loan Applicants
Verification of Alien Status for SBA 7(a) and 504 Loan Applicants
Sat, 2014-06-14 00:55 Wed, 06/01/2011
Certification Regarding Drug Free Workplace Requirements
Certification Regarding Drug Free Workplace Requirements
Sat, 2014-06-14 00:50 Thu, 10/13/2011
649 Listing Collateral Documents
tools_sbf_finasst649.pdf
Sat, 2014-06-14 00:50 Thu, 12/12/2013
5000-1329 Required use of E-Tran by all 7(a) Lenders for Certain Unilateral Servicing and Liquidation Actions
5000-1329
Tue, 2014-12-09 10:22 Mon, 02/01/2016
CDC SBA - Serviced Loans Quarterly Status Report
CDC SBA-serviced Loans QuarterlyStatusReport
Wed, 2014-12-31 12:16
5000-1017 Publication of Final Regulations for Liquidation and Debt Collection Activities
Publication of Final Regulations for Liquidation and Debt Collection Activities
Sat, 2014-06-14 00:55 Thu, 05/01/2008
Regular 7(a) Guaranty Purchase Package Tabs
regular-7a-guaranty-purchase-package-tabs.pdf
Guaranty Purchase Sat, 2014-06-14 00:50 Thu, 01/01/2015
1368 Additional Filing Requirements Economic Injury Disaster Loan (EIDL), and Military Reservist Economic Injury Disaster Loan (MREIDL)
serv_da_all_loanapp_5.pdf
Sat, 2014-06-14 00:50 Sat, 01/31/2015
SOP 50 45 (2) The Surety Bond Program
The Surety Bond Program_Word Version, The Surety Bond Program_PDF Version
Sat, 2014-06-14 01:14
856A Disclosure Statement Non-Leveraged Licensees
SBA Form 856A 7-31-15.pdf
Sat, 2014-06-14 00:50 Fri, 07/31/2015
3000-3027 Dismissal and Closure Procedures for SBA Field Offices
Sat, 2014-06-14 00:55 Sat, 12/01/2012
2417 Intermediary Lending Pilot (ILP) Program Application
SBA 2417
Sat, 2014-06-14 00:50 Wed, 04/30/2014
5000-1081 One Month LIBOR Plus 3 Percent Allowed as SBA Base Rate
One Month LIBOR Plus 3 Percent Allowed as SBA Base Rate
Sat, 2014-06-14 00:55
468 SBA Form 468 Schedule 11: Annual Financial Report
SBA Form 468 Schedule 11: Annual Financial Report
Sat, 2014-06-14 00:50 Sat, 11/02/2013
5000-1161 Secondary Market Sales by SBA Lenders
Secondary Market Sales by SBA Lenders
Sat, 2014-06-14 00:55 Fri, 07/01/2011
SF-424A SF 424A - Budget Information (non-construction programs)
SF424A-V1.0
Sat, 2014-06-14 00:50 Thu, 10/13/2011
155 Standby Creditor's Agreement
serv_tools_forms_lender_155.pdf
Sat, 2014-06-14 00:50 Thu, 12/12/2013
5000-1321 Issuance of SOP 50 10 5(G) – Lender and Development Company Loan Programs
5000-1321
Fri, 2014-10-10 11:06 Wed, 10/01/2014
Reverse PIF
Reverse_PIF
Servicing Thu, 2014-07-31 14:45
1010B - CDC 8(a) Business Development (BD) Program Application Community Development Corporation-Owned Concern
8(a) Business Development (BD) Program Application Community Development Corporation-Owned Concern
Sat, 2014-06-14 00:50 Mon, 03/31/2014
5000-1135 2nd Quarter "Peg" Rate and Maximum 504 Third Party Interest Rate
2nd Quarter "Peg" Rate and Maximum 504 Third Party Interest Rate
Sat, 2014-06-14 00:55 Wed, 12/01/2010
413 (WOSB) Personal Financial Statement Women Owned Small Business (WOSB) Program
SBA Form 413 (WOSB)
Tue, 2015-01-20 14:41 Wed, 01/31/2018
NGPC CPC Status and Payment Statement
NGPC CPC Status and Payment Statement
Sat, 2014-06-14 00:50 Sat, 10/26/2013
2289 Borrower and Operating Company Certification
SBA Form 2289.pdf
Sat, 2014-06-14 00:50
SOP 50 10 (4)(E) Loan Processing - Posted 11-20-00
Loan Processing - Posted 11-20-00_PDF Version
Sat, 2014-06-14 01:14
856 Disclosure Statement Leveraged Licensees
SBA Form 856 7-31-15
Sat, 2014-06-14 00:50 Fri, 07/31/2015
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
33 Instructions for the Authorization to Disburse Proceeds
SBA Form 33.pdf
Sat, 2014-06-14 00:50 Sat, 02/28/2015
5000-1086 Initiative to Facilitate the Sale of SBA 7(a) Loans on the Secondary Market
Initiative to Facilitate the Sale of SBA 7(a) Loans on the Secondary Market
Sat, 2014-06-14 00:55 Tue, 12/01/2009
5000-1164 Gulf Opportunity Pilot Loan Program
Gulf Opportunity Pilot Loan Program
Sat, 2014-06-14 00:55 Thu, 09/01/2011
SS-4 Application for Employer Identification Number
forms_irsss4.pdf
Sat, 2014-06-14 00:50 Thu, 12/12/2013
84-1 Joint Application for Export Working Capital Guarantee
EIB-SBA Form 84-1
Sat, 2014-06-14 00:50 Mon, 08/31/2015
2000 - 0853 Electronic Submission of ARC Loan Payment Using Pay.gov SBA Form 172
2000-0853
Wed, 2014-08-13 14:21 Sat, 08/01/2015
7(a) Common Servicing Requests - Examples
7a Common Servicing Requests
Servicing Sat, 2014-06-14 00:50
1010B - AIT 8(a) Business Development (BD) Program Application American Indian - Tribally Owned Concern
8(a) Business Development (BD) Program Application American Indian - Tribally Owned Concern
Sat, 2014-06-14 00:50 Mon, 03/31/2014
5000-1140 Expiration of Temporary Recovery Act Loan Enhancements and Re-activation of the Recovery Loan Queue
Expiration of Temporary Recovery Act Loan Enhancements and Re-activation of the Recovery Loan Queue
Sat, 2014-06-14 00:55 Tue, 02/01/2011
Helpful Hints Guide
Helpful_Hints_Guide_20120504.pdf
Liquidation Sat, 2014-06-14 00:50
2286 504 Debenture Closing Checklist
504 Debenture Closing Checklist SBA Form 2286
Thu, 2014-09-25 15:47
SOP 60 04 (4) Certificate of Competency Program
Certificate of Competency Program
Sat, 2014-06-14 01:14
HUBZone Program Certification for Applicants Owned by Small Agricultural Cooperatives
HUBZone Program Certification for Applicants Owned by Small Agricultural Cooperatives.pdf
Sat, 2014-06-14 00:50 Sun, 02/28/2016
5000-1225 Additional Changes to 504 Certified Development Company Loan Program Regarding Debt Refinancing Authorized by the Jobs Act
Additional Changes to 504 Certified Development Company Loan Program Regarding Debt Refinancing Authorized by the Jobs Act
Sat, 2014-06-14 00:55 Mon, 10/01/2012

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