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 Stagesort descending Last updated Effective Date Expiration Date
5000-1193 Small Business Jobs Act of 2010: Changes to the Export Working Capital Program (EWCP) and the International Trade Loan Program (ITL)
PDF icon Small Business Jobs Act of 2010: Changes to the Export Working Capital Program (EWCP) and the International Trade Loan Program (ITL)
Sat, 2014-06-14 00:55 Sun, 01/01/2012
5000-1228 2nd Quarter "Peg" Rate and Maximum 504 Third Party Interest Rate
PDF icon 5000-1228.pdf
Sat, 2014-06-14 00:55 Sat, 12/08/2012
37 71 2 Employee Dispute Resolution Process
Microsoft Office document icon Employee Dispute Resolution Process_Word Version, PDF icon Employee Dispute Resolution Process_PDF Version
Tue, 2015-12-22 12:02
86 Questionnaire for National Security Positions
PDF icon tools_sf86.pdf
Sat, 2014-06-14 00:50 Wed, 12/12/2012
5000-1178 504 First Mortgage Loan Pool Program Fees Effective On October 1, 2010
PDF icon 504 First Mortgage Loan Pool Program Fees Effective On October 1, 2010
Sat, 2014-06-14 00:55 Thu, 09/01/2011
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
5000-1352 7(a) and 504 Fees Effective October 1, 2015
PDF icon 5000-1352
Mon, 2015-09-28 15:42 Thu, 09/01/2016
2229 Premier Certified Lenders Program
PDF icon tools_sbf_forms_229.pdf
Sat, 2014-06-14 00:50 Thu, 12/12/2013
CDC Checklist for Submitting Equipment Appraisal
Microsoft Office document icon CDC Checklist for Submitting Equipment Appraisal
Sat, 2014-06-14 00:50 Fri, 11/01/2013
2417 Intermediary Lending Pilot (ILP) Program Application
PDF icon SBA 2417
Sat, 2014-06-14 00:50 Wed, 04/30/2014
Small Loan Submission Checklist & Cover Sheet
PDF icon Small_Loan_Submission_Checklist_Cover_Sheet_H.pdf
Thu, 2016-02-18 16:46 Wed, 09/30/2015
5000-1135 2nd Quarter "Peg" Rate and Maximum 504 Third Party Interest Rate
PDF icon 2nd Quarter "Peg" Rate and Maximum 504 Third Party Interest Rate
Sat, 2014-06-14 00:55 Wed, 12/01/2010
2000-833 Revised Form 912
PDF icon 2000-833.pdf
Sat, 2014-06-14 00:55 Sun, 06/01/2014
90 10 5 Audit Program
PDF icon Audit Program
Tue, 2015-12-22 12:43
Capital Certificate
PDF icon form_finasst_sba1.pdf
Sat, 2014-06-14 00:50 Mon, 09/02/2013
HUBZone Program Certification for Applicants Owned by CDCs
PDF icon HUBZone Program Certification for Applicants Owned by CDCs
Sat, 2014-06-14 00:50 Wed, 10/31/2012
424C Standard Form 424C: Budget Information - Construction Programs
PDF icon SF424c and instructions.pdf
Sat, 2014-06-14 00:50 Thu, 02/28/2013
2433 SBA Form 2433: 10 Yr Energy Saving Debenture Certification
PDF icon SBA Form 2433 - 10 Yr Energy Saving Debenture Certification revised 8-12.pdf
Sat, 2014-06-14 00:50
5000-1161 Secondary Market Sales by SBA Lenders
PDF icon Secondary Market Sales by SBA Lenders
Sat, 2014-06-14 00:55 Fri, 07/01/2011
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
5000-1389 7(a) and 504 Fees Effective October 1, 2016
PDF icon 7(a) and 504 Fees Effective October 1, 2016
Thu, 2016-09-22 12:05 Fri, 09/01/2017
7(a) Risk Based Lender Review
PDF icon 7(a) Risk Based Lender Review
Sat, 2014-06-14 00:50 Thu, 10/17/2013
1010C 8(a) Business Plan
PDF icon 8(a) Business Plan
Tue, 2015-04-21 11:40 Sun, 04/30/2017
856 Disclosure Statement Leveraged Licensees
PDF icon SBA Form 856 7-31-15
Sat, 2014-06-14 00:50 Fri, 07/31/2015
5000-1151 Additional Funding Available for Fee Relief and Higher Guaranty Loans
PDF icon Additional Funding Available for Fee Relief and Higher Guaranty Loans
Sat, 2014-06-14 00:55 Fri, 04/01/2011
5000-1220 Cancelation of SOP 33 16, Personnel Management for Disaster Offices
PDF icon 5000-1220.pdf
Sat, 2014-06-14 00:55 Sat, 09/01/2012
50 46 1 Claims and Recovery Program
PDF icon Claims and Recovery Program
Tue, 2015-12-22 12:14
994B Surety Bond Guarantee Underwriting Review
PDF icon SBA Form 994B.pdf
Wed, 2016-04-20 16:53 Sun, 03/31/2019
2207 SBA Form 2207: NMVC Debenture
PDF icon SBA Form 2207: NMVC Debenture
Sat, 2014-06-14 00:50 Sat, 11/02/2013
FAQs 504 Loan Program
PDF icon FAQs_504LoanProgram
Sat, 2014-06-14 00:50
5000-1155 Verification of Alien Status for SBA 7(a) and 504 Loan Applicants
PDF icon Verification of Alien Status for SBA 7(a) and 504 Loan Applicants
Sat, 2014-06-14 00:55 Wed, 06/01/2011
5000-1092 Issuance of SOP 50 10 5(A) - Lender and Development Company Loan Programs
PDF icon Issuance of SOP 50 10 5(A) - Lender and Development Company Loan Programs
Sat, 2014-06-14 00:55 Mon, 02/01/2010
5000-1332 Revised Risk-Based Review Protocol for SBA Operations of Federally Regulated 7(a) Lenders
PDF icon 5000-1332
Wed, 2015-02-04 11:49 Tue, 12/01/2015
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
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
Litigation Plan
PDF icon Litigation Plan
Fri, 2016-12-02 17:12
503/504 Liquidation Wrap Up Report
Microsoft Office document icon 504wrapupreport.doc
Sat, 2014-06-14 00:50 Wed, 01/01/2014
Small Loan Document Preparation Instructions
PDF icon Small Loan Document Preparation Instructions.pdf
Fri, 2014-11-21 17:20 Wed, 09/30/2015
5000-1168 SBA's ARC Loan Program Ending
PDF icon SBA's ARC Loan Program Ending
Sat, 2014-06-14 00:55 Thu, 09/01/2011
5000-1240 Revised and Expanded Small Loan Advantage – Changes Incorporated into SOP 50 10 5(E)
PDF icon 5000-1240.pdf
Sat, 2014-06-14 00:55 Wed, 05/01/2013
60 04 4 Certificate of Competency Program
PDF icon Certificate of Competency Program
Tue, 2015-12-22 12:40
SS-4 Application for Employer Identification Number
PDF icon forms_irsss4.pdf
Sat, 2014-06-14 00:50 Thu, 12/12/2013
3881 Standard Form 3881: ACH Vendor/Miscellaneous Payment Enrollment Form
PDF icon Standard Form 3881: ACH Vendor/Miscellaneous Payment Enrollment Form
Sat, 2014-06-14 00:50 Tue, 09/30/2014
2428 Small Business Investment Company Financing Eligibility Statement for Usage of Energy Saving Debenture
PDF icon SBA_Form_2428.pdf
Sat, 2014-06-14 00:50 Mon, 08/31/2015
5000-1170 1st Quarter "Peg" Rate and Direct Interest Rate
PDF icon 1st Quarter "Peg" Rate and Direct Interest Rate
Sat, 2014-06-14 00:55 Thu, 09/01/2011
5000-1118 Version 2009.4 of the 7(a) Boilerplate Authorization and Wizard Released
PDF icon Version 2009.4 of the 7(a) Boilerplate Authorization and Wizard Released, PDF icon Version 2009.4 of the 7(a) Boilerplate Authorization and Wizard Released_Attachment
Sat, 2014-06-14 00:55 Thu, 07/01/2010
5000-1358 Issuance of SOP 50 57 2, 7(a) Loan Servicing and Liquidation
PDF icon Issuance of SOP 50 57 2, 7(a) Loan Servicing and Liquidation
Wed, 2015-12-02 15:02 Sun, 11/01/2015
2287 Third Party Lender Agreement
PDF icon New SBA Form 2287 Third Party Lender_review.pdf
Sat, 2014-06-14 00:50
2098 SBA Form 2098: Instrument of Admission or Increase in Commitment for a Preferred Limited Partner
PDF icon SBA Form 2098: Instrument of Admission or Increase in Commitment for a Preferred Limited Partner
Sat, 2014-06-14 00:50 Sat, 11/02/2013
2021 Community Adjustment and Investment Program (CAIP) Application for Eligible Fee Reimbursement
PDF icon SBA 2021.pdf
Sat, 2014-06-14 00:50 Wed, 12/31/2014

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