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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 Date |
Expiration Date |
|---|---|---|---|---|---|
| 148 |
Unconditional Guarantee SBA Form 148, SBA INST 148/148L |
Closing | Sat, 2014-06-14 00:50 | Thu, 12/12/2013 | |
| 5000-1128 |
New Maximum Allowable Fixed Rate for 7(a) Loans New Maximum Allowable Fixed Rate for 7(a) Loans |
Sat, 2014-06-14 00:55 | Fri, 10/01/2010 | ||
| 5000-1124 |
Gulf Opportunity Pilot Loan Program Gulf Opportunity Pilot Loan Program |
Sat, 2014-06-14 00:55 | Wed, 09/01/2010 | ||
| 1011 |
Participation Agreement Participation Agreement 11 7 11.pdf |
Sat, 2014-06-14 00:50 | |||
| 1010B - IND |
8(a) Business Development (BD) Program Application Individual Information 8(a) Business Development (BD) Program Application Individual Information |
Mon, 2015-04-20 15:22 | Mon, 03/31/2014 | ||
|
Helpful Hints Guide Helpful_Hints_Guide_20120504.pdf |
Liquidation | Sat, 2014-06-14 00:50 | |||
| 5000-1323 |
Acceptance of Electronic Signatures in the 7(a) and 504 Loan Program 5000-1323 |
Tue, 2014-11-25 10:15 | Wed, 10/01/2014 | ||
| 5000-1158 |
Updated Internal Revenue Service (IRS) Contact Information and 4506-T Updated Internal Revenue Service (IRS) Contact Information and 4506-T |
Sat, 2014-06-14 00:55 | Wed, 06/01/2011 | ||
| 1926 |
SBA Success Story Form SBA Form 1926.pdf |
Sat, 2014-06-14 00:50 | |||
|
Debit Authorization (SBICs) Debit Authorization (SBICs) |
Thu, 2016-06-23 11:23 | ||||
| 2208 |
SBA Form 2208: Amendment to NMVCC Application SBA Form 2208: Amendment to NMVCC Application |
Sat, 2014-06-14 00:50 | Sat, 11/02/2013 | ||
| 85P-S |
Supplemental Questionnaire for Selected Positions tools_sbf85s.pdf |
Sat, 2014-06-14 00:50 | Thu, 12/12/2013 | ||
| 3000-3026 |
Washington DC Area Dismissal and Closure Procedures |
Sat, 2014-06-14 00:55 | Sat, 12/01/2012 | ||
| 5000-1134 |
Recovery Act Loan Documentation Requirements and Restrictions Recovery Act Loan Documentation Requirements and Restrictions |
Sat, 2014-06-14 00:55 | Wed, 12/01/2010 | ||
| 5000-917 |
Implementing the New SBA: Streamlining Loan Servicing Implementing the New SBA: Streamlining Loan Servicing |
Sat, 2014-06-14 00:55 | Fri, 04/01/2005 | ||
|
FAQs E-Tran Servicing FAQs_Servicing.pdf |
Servicing | Sat, 2014-06-14 00:50 | |||
|
Survey on Ensuring Equal Opportunity For Applicants Survey on Ensuring Equal Opportunity For Applicants |
Sat, 2014-06-14 00:50 | Sat, 02/28/2009 | |||
Request for Loan Reinstatement Request for Loan Reinstatement |
Sat, 2014-06-14 00:50 | Sat, 10/26/2013 | |||
| 5000-1319 |
SBA Veterans Advantage - Renewal and Expansion of Fee Relief 5000-1319 |
Tue, 2014-09-23 14:32 | Tue, 09/01/2015 | ||
| 2004 |
Certification to the SBA tools_sbf_forms_2004.pdf |
Sat, 2014-06-14 00:50 | Thu, 12/12/2013 | ||
| 5000-1080 |
Version 2009 of the 504 Authorization Wizard to be Released November 6, 2008 bank_5Version 2009 of the 504 Authorization Wizard to be Released November 6, 2008000-1080.pdf, Version 2009 of the 504 Authorization Wizard to be Released November 6, 2008_Attachment |
Sat, 2014-06-14 00:55 | |||
| 5000-1163 |
Issuance of SOP 50 10 5(C) – Lender and Development Company Loan Programs Issuance of SOP 50 10 5(C) – Lender and Development Company Loan Programs |
Sat, 2014-06-14 00:55 | Thu, 09/01/2011 | ||
| 34 |
Instructions for Bank Identification Form SBA Form 34 Bank ID final E 3 |
Fri, 2015-06-12 11:42 | Mon, 04/30/2018 | ||
| 1065 |
Applicant Licensee's Assurance of Compliance (Public Interest) SBA Form 1065_Review.pdf |
Tue, 2015-06-16 15:44 | Wed, 11/30/2011 | ||
| 2163 |
SBA Form 2163: 5-Yr LMI Debenture Certification Form SBA Form 2163: 5-Yr LMI Debenture Certification Form |
Sat, 2014-06-14 00:50 | Sat, 11/02/2013 | ||
| 5000-1386 |
Small Business Jobs Act Funding Expiration (7(a) and 504 loans) Small Business Jobs Act Funding Expiration (7(a) and 504 loans) |
Tue, 2016-08-09 13:42 | Sat, 07/01/2017 | ||
| 898 |
Advisory Committee Membership Nominee Information Form forms_mis898.pdf |
Sat, 2014-06-14 00:50 | Wed, 11/30/2011 | ||
| 5000-1227 |
Credit Alert Verification Reporting System (CAIVRS) and SOP 50 10 5(D) 5000-1227.pdf |
Sat, 2014-06-14 00:55 | Thu, 11/01/2012 | ||
| 5000-1139 |
The 2009.4 Edition of the 7(a) Loan Program Authorization is Re-released in Microsoft Office Word 2007 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 | |||
|
REQUIREMENTS FOR DISASTER LOAN SERVICING ACTIONS - SANTA ANA NDLRC |
Tue, 2016-09-20 09:13 | Sat, 12/31/2016 | |||
CDC-CPC and Lit Reimbursement CDC-Litigation Reimbursement, CDC-CPC Reimbursement |
Liquidation | Tue, 2014-12-30 16:16 | |||
| 5 |
Disaster Business Loan Application serv_da_all_loanapp_2_0_0.pdf |
Thu, 2015-07-02 12:56 | Wed, 01/31/2018 | ||
| 1919 |
Borrower Information Form SBA 1919 SSN |
Mon, 2014-10-20 17:15 | Mon, 04/17/2017 | ||
| 5000-1315 |
SBA Form 1086, Secondary Participation Guaranty Agreement and SBA Form 1502 Guaranty Loan Status and Lender Remittance Form 5000-1315.pdf |
Wed, 2014-07-30 16:06 | Fri, 07/01/2016 | ||
| 1528 |
Resolution of the Board of Directors SBA FORM 1528 |
Thu, 2015-10-01 10:38 | Thu, 12/12/2013 | ||
| 5000-1083 |
Version 2009.1 of the 7(a) Authorization Wizard to be Released November 24, 2008 Version 2009.1 of the 7(a) Authorization Wizard to be Released November 24, 2008, Version 2009.1 of the 7(a) Authorization Wizard to be Released November 24, 2008_Attachment |
Sat, 2014-06-14 00:55 | |||
| 856 |
Disclosure Statement Leveraged Licensees SBA Form 856 7-31-15.pdf |
Sat, 2014-06-14 00:50 | Fri, 07/31/2015 | ||
| 25 LLGP |
Model Limited Liability General Partner Certificate for SBA Commitment SBA Form 25-LLGP.pdf |
Fri, 2015-07-17 13:26 | Mon, 04/30/2018 | ||
| 1941C |
SBA Form 1941C: Financing Eligibility Statement - "Economic Disadvantage" SBA FORM 1941C 04-30-2017 |
Mon, 2015-03-30 15:47 | Thu, 01/31/2013 | ||
| 5000-1379 |
Availability of Electronic Submission of SBA Form 159(7a) through SBA One Availability of Electronic Submission of SBA Form 159(7a) through SBA One |
Wed, 2016-05-18 11:13 | Sat, 04/01/2017 | ||
| 994 R |
Application for Surety Bond Guarantee Assistance – Rider Under the American Recovery and Reinvestment Act of 2009 form cont994 |
Wed, 2014-11-05 16:31 | Mon, 02/29/2016 | ||
| 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 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 | ||
| 468 |
SBA Form 468: SBIC Financial Report SBA Form 468 (Partnership): Annual Financial Report, SBA Short Form 468 (Partnership): Quarterly Financial Report, SBA Form 468 (Corporate): Annual Financial Report, SBA Short Form 468 (Corporate): Quarterly Financial Report |
Tue, 2016-08-23 12:28 | Tue, 10/31/2017 | ||
|
CDC Servicing and Liquidation Action Matrix CDC Servicing and Liquidation Action Matrix_.pdf |
Sat, 2014-06-14 00:50 | ||||
|
Model Debenture SBIC, L.P. (Model Partnership Agreement) Model Debenture SBIC, L.P. (Model Partnership Agreement) |
Sat, 2014-06-14 00:50 | Sun, 11/03/2013 | |||
| 90 57 |
National Environmental Policy Act National Environmental Policy Act_PDF Version |
Tue, 2015-12-22 12:45 | |||
| 2137 |
Small Business Week Consent for Disclosure of Information Small Business Week Consent for Disclosure of Information |
Sat, 2014-06-14 00:50 | Thu, 10/17/2013 | ||
| 5000-1306 |
Update and Release of SBA Forms 1919 and 1920 5000-1306.pdf |
Thu, 2014-07-10 15:23 | Fri, 05/01/2015 | ||
| 1504 |
Development Company 504 Debenture tools_sbf_finasst1504.pdf |
Sat, 2014-06-14 00:50 | Thu, 12/12/2013 |