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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 |
---|---|---|---|---|---|
5000-1340 |
Issuance of SOP 50 10 5(H)![]() |
Wed, 2015-05-13 15:35 | Sun, 05/01/2016 | ||
424C |
Standard Form 424C: Budget Information - Construction Programs![]() |
Sat, 2014-06-14 00:50 | Thu, 02/28/2013 | ||
5000-1200 |
Submission of Form 159 for 7(a) Loans![]() |
Sat, 2014-06-14 00:55 | Thu, 03/01/2012 | ||
Request for Loan Reinstatement![]() |
Sat, 2014-06-14 00:50 | Sat, 10/26/2013 | |||
5000-1145 |
Supplemental 1502 Reporting on All Dealer Floor Plan Loans![]() |
Sat, 2014-06-14 00:55 | Wed, 03/16/2011 | ||
1528 |
Resolution of the Board of Directors![]() |
Thu, 2015-10-01 10:38 | Thu, 12/12/2013 | ||
2303 |
504 DEBENTURE CLOSING CHECKLIST FOR COMPLETE FILE REVIEW![]() |
Thu, 2014-09-25 15:49 | |||
5000-1942 |
SBA 504 Loan and First Mortgage Loan Programs = Transfer of Central Servicing Agent functions![]() |
Thu, 2017-03-16 14:01 | Thu, 03/01/2018 | ||
2417 |
Intermediary Lending Pilot (ILP) Program Application![]() |
Sat, 2014-06-14 00:50 | Wed, 04/30/2014 | ||
5000-1253 |
7(a) and 504 Fees Effective On October 1, 2012![]() |
Sat, 2014-06-14 00:55 | |||
2208 |
SBA Form 2208: Amendment to NMVCC Application![]() |
Sat, 2014-06-14 00:50 | Sat, 11/02/2013 | ||
5000-1107 |
Implementation of new SBA loan program: America’s Recovery Capital (ARC) Loan Program![]() |
Sat, 2014-06-14 00:55 | Tue, 06/01/2010 | ||
1261 |
Statements Required by Laws and Executive Orders![]() |
Sat, 2014-06-14 00:50 | Thu, 12/12/2013 | ||
5000-1185 |
Secondary Market Changes Resulting from Small Business Jobs Act of 2010![]() |
Sat, 2014-06-14 00:55 | Sat, 10/01/2011 | ||
60 02 8 |
Prime Contracts Program![]() |
Tue, 2015-12-22 12:38 | |||
7(a) / SBAExpress Servicing Action Checklist![]() |
Servicing | Sat, 2014-06-14 00:50 | |||
5000-1332 |
Revised Risk-Based Review Protocol for SBA Operations of Federally Regulated 7(a) Lenders![]() |
Wed, 2015-02-04 11:49 | Tue, 12/01/2015 | ||
5 |
Disaster Business Loan Application![]() |
Thu, 2015-07-02 12:56 | Wed, 01/31/2018 | ||
5000-1118 |
Version 2009.4 of the 7(a) Boilerplate Authorization and Wizard Released![]() ![]() |
Sat, 2014-06-14 00:55 | Thu, 07/01/2010 | ||
1919 |
Borrower Information Form![]() |
Mon, 2014-10-20 17:15 | Mon, 04/17/2017 | ||
5000-1151 |
Additional Funding Available for Fee Relief and Higher Guaranty Loans![]() |
Sat, 2014-06-14 00:55 | Fri, 04/01/2011 | ||
1504 |
Development Company 504 Debenture![]() |
Sat, 2014-06-14 00:50 | Thu, 12/12/2013 | ||
1405 |
Stockholder's Confirmation for Corporate SBICs![]() |
Sat, 2014-06-14 00:50 | Sat, 12/31/2016 | ||
5000-1940 |
Revised Risk-Based Review/Examination Protocol for SBA Supervised Lenders![]() |
Thu, 2017-01-19 10:23 | Sun, 12/31/2017 | ||
33 |
Instructions for the Authorization to Disburse Proceeds![]() |
Tue, 2015-06-16 16:57 | Mon, 04/30/2018 | ||
5000-1240 |
Revised and Expanded Small Loan Advantage – Changes Incorporated into SOP 50 10 5(E)![]() |
Sat, 2014-06-14 00:55 | Wed, 05/01/2013 | ||
2163 |
SBA Form 2163: 5-Yr LMI Debenture Certification Form![]() |
Sat, 2014-06-14 00:50 | Sat, 11/02/2013 | ||
5000-1132 |
Servicing and Liquidation Authority of 7(a) Lenders![]() |
Sat, 2014-06-14 00:55 | |||
994H |
Surety Bond Guarantee Program- Default Report, Claim for Reimbursement, and Record of Administrative Action![]() |
Wed, 2016-04-20 17:07 | Sun, 03/31/2019 | ||
5000-1155 |
Verification of Alien Status for SBA 7(a) and 504 Loan Applicants![]() |
Sat, 2014-06-14 00:55 | Wed, 06/01/2011 | ||
90 01 5 |
Size Determination Program![]() |
Tue, 2017-09-26 19:05 | |||
ALP CDC Unilateral Action Notification![]() |
Sat, 2014-06-14 00:50 | ||||
5000-1323 |
Acceptance of Electronic Signatures in the 7(a) and 504 Loan Program![]() |
Tue, 2014-11-25 10:15 | Wed, 10/01/2014 | ||
Model Debenture SBIC, L.P. (Model Partnership Agreement) Version 3.0![]() |
Fri, 2016-10-21 10:18 | Thu, 03/31/2016 | |||
5000-1077 |
Participating Lenders’Administration of SBA-Guaranteed Loans![]() |
Sat, 2014-06-14 00:55 | Thu, 10/01/2009 | ||
2137 |
Small Business Week Consent for Disclosure of Information![]() |
Sat, 2014-06-14 00:50 | Thu, 10/17/2013 | ||
5000-1154 |
Administration of Recovery Loan Queues for 7(a) and 504 Recovery Loans![]() |
Sat, 2014-06-14 00:55 | Wed, 06/01/2011 | ||
1405 |
Stockholder's Confirmation for Corporate SBICs![]() |
Sat, 2014-06-14 00:50 | Tue, 12/31/2013 | ||
856A |
Disclosure Statement Non-Leveraged Licensees![]() |
Sat, 2014-06-14 00:50 | Fri, 07/31/2015 | ||
5000-1401 |
Revised Procedures for SBA Forms 912 and 1081![]() |
Thu, 2016-12-15 11:57 | Fri, 12/01/2017 | ||
25 PCGP |
Model Corporate General Partner Resolution for SBA Commitment![]() |
Fri, 2015-07-17 12:45 | Mon, 04/30/2018 | ||
6000-800 |
SBA Policy Notice |
Sat, 2014-06-14 00:55 | Fri, 02/01/2013 | ||
1941C |
SBA Form 1941C: Financing Eligibility Statement - "Economic Disadvantage"![]() |
Mon, 2015-03-30 15:47 | Thu, 01/31/2013 | ||
5000-1128 |
New Maximum Allowable Fixed Rate for 7(a) Loans![]() |
Sat, 2014-06-14 00:55 | Fri, 10/01/2010 | ||
994B |
Surety Bond Guarantee Underwriting Review![]() |
Wed, 2016-04-20 16:53 | Sun, 03/31/2019 | ||
5000-1124 |
Gulf Opportunity Pilot Loan Program![]() |
Sat, 2014-06-14 00:55 | Wed, 09/01/2010 | ||
80 06 |
HUBZone Program![]() |
Sat, 2014-06-14 01:14 | |||
FAQs 504 Loan Program![]() |
Sat, 2014-06-14 00:50 | ||||
5000-1319 |
SBA Veterans Advantage - Renewal and Expansion of Fee Relief![]() |
Tue, 2014-09-23 14:32 | Tue, 09/01/2015 | ||
425 |
Standard Form 425: Federal Financial Report![]() |
Sat, 2014-06-14 00:50 | Mon, 10/31/2011 |