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	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

For Lenders

Lender Documentation Tool