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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
51 00 On-Site Lender Reviews/Examinations
Microsoft Office document icon On-Site Lender Reviews/Examinations_Word Version, PDF icon On-Site Lender Reviews/Examinations_PDF Version
Tue, 2015-12-22 12:36
5000-1081 One Month LIBOR Plus 3 Percent Allowed as SBA Base Rate
PDF icon One Month LIBOR Plus 3 Percent Allowed as SBA Base Rate
Sat, 2014-06-14 00:55
Other 7(a) Loan Document Preparation Instructions
PDF icon Other 7(a) Loan Document Preparation Instructions_.pdf
Tue, 2014-11-25 15:25 Wed, 09/30/2015
Other 7(a) Loan Submission Checklist & Cover Sheet
PDF icon Other 7(a) Loan Submission Checklist & Cover Sheet (G).pdf
Tue, 2014-11-25 15:10 Wed, 09/30/2015
Other 7(a) Loan Submission Checklist & Cover Sheet
PDF icon 7a_Loan_Submission_Checklist_Cover_Sheet_H.pdf
Tue, 2016-02-09 16:31 Wed, 09/30/2015
90 75 3 Outreach Activities
PDF icon Outreach Activities
Tue, 2015-12-22 12:46
10 06 Oversight and Regulations of SBICs Investment Division
PDF icon Oversight and Regulations of SBICs Investment Division, PDF icon Appendix 1-1 through 4-6.pdf, PDF icon Appendix 4-7 through 6-3.pdf, PDF icon Appendix 6-4 through 7-1.pdf, PDF icon Appendix 8-1 through 10-3.pdf
Tue, 2015-12-22 12:00
1405A Ownership Confirmation for Partnership SBICs
PDF icon SBA Form 1405A_part_12-31-13.pdf
Sat, 2014-06-14 00:50 Tue, 12/31/2013
5000-1351 PARRiS Risk-Based Review -- Revised Terminology
PDF icon 5000-1351
Fri, 2015-09-11 10:22 Thu, 09/01/2016
5000-1077 Participating Lenders’Administration of SBA-Guaranteed Loans
PDF icon Participating Lenders’Administration of SBA-Guaranteed Loans
Sat, 2014-06-14 00:55 Thu, 10/01/2009
1011 Participation Agreement
PDF icon Participation Agreement 11 7 11.pdf
Sat, 2014-06-14 00:50
5000-1176 Payment of Interest on SBA’s ARC Loans After Default and in Liquidation
PDF icon Notice 5000-1176 Payment of Interest on SBA ARC Loans After Default and Liquidation
Sat, 2014-06-14 00:55 Thu, 09/01/2011
2234 (Part A) PCLP Guarantee Request
PDF icon sba_forms_2234a.pdf
Sat, 2014-06-14 00:50 Thu, 01/31/2013
2233 PCLP Quarterly Loan Loss Reserve Report
PDF icon PCLP Quarterly Loan Loss Reserve Report
Sat, 2014-06-14 00:50 Sun, 04/30/2017
413 (8a) Personal Financial Statement
PDF icon SBA Form 413
Wed, 2015-05-27 12:37 Wed, 01/31/2018
413 (7a/504/SBG) Personal Financial Statement
PDF icon SBA Form 413 (7a-504-SBG)
Thu, 2015-03-19 15:55 Wed, 01/31/2018
413 Personal Financial Statement 7(a)/504 Loans and Surety Bonds
PDF icon Personal Financial Statement 7(a)/504 Loans and Surety Bonds
Tue, 2015-12-01 17:05 Wed, 01/31/2018
413D Personal Financial Statement Disaster Programs
PDF icon 413 personal Fin Statement
Wed, 2015-05-27 12:40 Wed, 01/31/2018
413 (WOSB) Personal Financial Statement Women Owned Small Business (WOSB) Program
PDF icon SBA Form 413 (WOSB)
Wed, 2015-05-27 12:36 Wed, 01/31/2018
5000-1226 PMQD Screens (14-15, 21-25, & 28)
PDF icon 5000-1226.pdf
Sat, 2014-06-14 00:55 Thu, 11/01/2012
1031 Portfolio Financing Report
PDF icon SBA Form 1031 OMB approved
Thu, 2015-07-23 13:13 Tue, 10/31/2017
Power of Attorney Agreement
File Power of Attorney Agreement
Thu, 2015-01-15 17:22 Sat, 10/26/2013
Pre-Application Review Request
PDF icon Pre-Application_Review_Request_Coversheet_9-13.pdf
Sat, 2014-06-14 00:50
2310 Preferred Lenders Program (PLP) for Export Working Capital Program (EWCP) Loans
PDF icon SBA 2310_dynamic2.pdf
Sat, 2014-06-14 00:50 Thu, 02/28/2013
2229 Premier Certified Lenders Program
PDF icon tools_sbf_forms_229.pdf
Sat, 2014-06-14 00:50 Thu, 12/12/2013
60 02 8 Prime Contracts Program
PDF icon Prime Contracts SOP-60-02-8.pdf
Tue, 2015-12-22 12:38
40 04 3 Privacy Act Procedures
PDF icon SOP 40 04 03
Tue, 2015-12-22 12:11 Wed, 06/23/2004 - 13:15
Procedural Notice Payment of Interest on SBAs ARC Loans After Default and Liquidation
PDF icon PROCEDURAL NOTICE _ PAYMENT OF INTEREST ON SBAs ARC LOANS AFTER DEFAULT AND LIQUIDATION.pdf
Sat, 2014-06-14 00:50
5000-803 Procedures for Expedited Purchase of SBAExpress, Export Express and CommunityExpress Loans in Liquidation
Microsoft Office document icon Procedures for Expedited Purchase of SBAExpress, Export Express and CommunityExpress Loans in Liquidation
Sat, 2014-06-14 00:55 Sat, 10/26/2013
5000-1166 Process for Lenders to Participate in GO Loan Pilot
PDF icon Process for Lenders to Participate in GO Loan Pilot
Sat, 2014-06-14 00:55 Thu, 09/01/2011
5000-1126 Process for Lenders to Participate in GO Loan Pilot
PDF icon Process for Lenders to Participate in GO Loan Pilot
Sat, 2014-06-14 00:55 Wed, 09/01/2010
10 04 1 Processing Applications for SBIC Licenses
PDF icon SOP 10 04 1
Tue, 2015-12-22 11:57 Tue, 09/23/2014 - 16:15
5000-1116 Program for Investment in Microentrepreneurs Act (PRIME)
PDF icon Program for Investment in Microentrepreneurs Act (PRIME)
Sat, 2014-06-14 00:55
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
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
Protective Bid Analysis Exhibit A
Microsoft Office document icon Protective Bid Analysis Exhibit A
Sat, 2014-06-14 00:50 Fri, 11/01/2013
5000-1017 Publication of Final Regulations for Liquidation and Debt Collection Activities
Microsoft Office document icon Publication of Final Regulations for Liquidation and Debt Collection Activities
Sat, 2014-06-14 00:55 Thu, 05/01/2008
5000-1157 Purchase Requests and Payment of Fees
PDF icon Purchase Requests and Payment of Fees
Sat, 2014-06-14 00:55 Wed, 06/01/2011
86 Questionnaire for National Security Positions
PDF icon tools_sf86.pdf
Sat, 2014-06-14 00:50 Wed, 12/12/2012
Questionnaire for Public Trust Positions
PDF icon tools_sbf85.pdf
Sat, 2014-06-14 00:50 Thu, 12/12/2013
990A Quick Bond Guarantee Application and Agreement
PDF icon SBA 990A
Thu, 2015-07-30 09:00 Tue, 07/31/2018
5000-1153 Reactivation of Recovery Loan Queues for 7(a) and 504 Recovery Act Loans
PDF icon Reactivation of Recovery Loan Queues for 7(a) and 504 Recovery Act Loans
Sat, 2014-06-14 00:55 Sun, 05/01/2011
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
5000-1100 Recovery Act - Increase of Surety Bond Guarantee Amount to $5 million
PDF icon Recovery Act - Increase of Surety Bond Guarantee Amount to $5 million
Sat, 2014-06-14 00:55 Mon, 03/01/2010
5000-1103 Recovery Act - Treatment of cancellations of loans approved prior to the Recovery Act
PDF icon Recovery Act - Treatment of cancellations of loans approved prior to the Recovery Act
Sat, 2014-06-14 00:55 Mon, 03/01/2010
5000-1134 Recovery Act Loan Documentation Requirements and Restrictions
PDF icon Recovery Act Loan Documentation Requirements and Restrictions
Sat, 2014-06-14 00:55 Wed, 12/01/2010
5000-1119 Recovery Act – Microloan Recipient Reporting
PDF icon Recovery Act – Microloan Recipient Reporting
Sat, 2014-06-14 00:55
5000-1105 Recovery Act – Restricted Uses of Funds
PDF icon Recovery Act – Restricted Uses of Funds
Sat, 2014-06-14 00:55 Sat, 05/01/2010
Regular 7(a) Guaranty Purchase Package Tabs
PDF icon Regular 7(a) Guaranty Purchase Package Tabs
Guaranty Purchase Wed, 2015-12-16 11:20 Sun, 01/01/2017
Reinstatement of SBA Guaranty
Microsoft Office document icon Reinstatement of SBA Guaranty
Sat, 2014-06-14 00:50 Fri, 11/01/2013

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