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 Datesort ascending Expiration Date
270 Standard Form 270: Request for Advance or Reimbursement
PDF icon Standard Form 270: Request for Advance or Reimbursement
Sat, 2014-06-14 00:50 Sat, 11/02/2013
5000-1359 Revised IRS Form 4506-T and Updated Internal Revenue Service (IRS) contact information
PDF icon Form 5000-1359
Fri, 2016-09-23 18:22 Tue, 11/01/2016
275 Reinsurance Agreement In Favor of the United States
PDF icon GSA Standard Form 275 - Reinsurance Agreement In Favor of the United States
Sat, 2014-06-14 00:50 Thu, 10/17/2013
5000-1219 1st Quarter "Peg" Rate and Direct Interest Rate
PDF icon 5000-1219.pdf
Sat, 2014-06-14 00:55
Servicing and Liquidation Actions 7(a) Lender Matrix
PDF icon Unilateral_Action_Matrix_for_7a_Loan_Servicing-Liquidation_V-13.pdf
Servicing Thu, 2016-07-28 14:32
5000-1187 Intermediary Lending Pilot Program
PDF icon Intermediary Lending Pilot Program
Sat, 2014-06-14 00:55 Tue, 11/01/2011
Care and Preservation of Collateral (CPC) Tabs
PDF icon Care and Preservation of Collateral (CPC) Tabs
Thu, 2017-03-30 11:30 Thu, 03/30/2017
Important HUBZone Document Request for Corporations
PDF icon Important HUBZone Document Request for Corporations.pdf
Sat, 2014-06-14 00:50
SBA Wire Transfer Form
PDF icon bank_wire_instructions_new.pdf
Sat, 2014-06-14 00:50 Fri, 01/31/2014
5000-1348 SBA Policy Notice
PDF icon 5000-1348.pdf
Tue, 2017-10-03 14:22 Tue, 10/03/2017
10 Tab Express Purchase Demand Kit with ARC Loan provisions
PDF icon 10 Tab Express Purchase Demand Kit with ARC Loan provisions
Sat, 2014-06-14 00:50 Sat, 10/26/2013
5000-1314 SOP 50 10 5(F) update – 7(a) Loan Program Credit Standards
PDF icon 5000-1314.pdf
Sat, 2014-06-14 00:55 Mon, 06/01/2015
2288 Interim Lender Certification
PDF icon SBA FORM 2288.pdf
Fri, 2017-05-19 11:01
5000-1094 Auto Dealers Outreach Campaign
PDF icon Auto Dealers Outreach Campaign
Sat, 2014-06-14 00:55
5000-1172 7(a) and 504 Fees Effective On October 1, 2010
PDF icon 7(a) and 504 Fees Effective On October 1, 2010
Sat, 2014-06-14 00:55 Thu, 09/01/2011
CDC/504 Supplemental Information for Processing
PDF icon CDC/504 Supplemental Information for Processing
Sat, 2014-06-14 00:50
90 10 6 Audit Program
PDF icon Audit Program
Mon, 2017-01-30 16:04
2207 SBA Form 2207: NMVC Debenture
PDF icon SBA Form 2207: NMVC Debenture
Sat, 2014-06-14 00:50 Sat, 11/02/2013
5000-1355 Transition to a New 504 Fiscal and Selling Agent
PDF icon Transition to a New 504 Fiscal and Selling Agent
Thu, 2015-10-01 17:08 Sat, 10/01/2016
1993 Federal Agency Comment Form
PDF icon SBA Form 1993
Wed, 2016-08-03 13:59 Wed, 07/31/2019
5000-1212 Further Guidance on Appraisals, Multiple Loans, and Approving Extensions of Disbursement Period in the 504 Temporary Debt Refinancing Program Authorized by the Small Business Jobs Act
File 5000-1212.docx
Sat, 2014-06-14 00:55
1150 Offer in Compromise
PDF icon sba_elending_clc_forms1150.pdf
Guaranty Purchase Sat, 2014-06-14 00:50 Thu, 12/12/2013
5000-1192 Expiration of Temporary Small Business Jobs Act Loan Enhancements and Re-activation of the Loan Queues
PDF icon Expiration of Temporary Small Business Jobs Act Loan Enhancements and Re-activation of the Loan Queues
Sat, 2014-06-14 00:55 Tue, 02/01/2011
1920 LENDER’S APPLICATION FOR GUARANTY FOR ALL 7(a) PROGRAMS
PDF icon SBA 1920
Wed, 2016-09-28 10:08 Sun, 04/30/2017
Important Document Request for Partnerships
PDF icon Important Document Request for Partnerships.pdf
Sat, 2014-06-14 00:50
1502 Guaranty Loan Status & Lender Remittance Form
PDF icon Guaranty Loan Status & Lender Remittance Form
Servicing Tue, 2014-07-29 12:22 Tue, 02/28/2017
5000-1956 Certified Development Company Annual Report Guide (SBA Form 1253)
PDF icon 5000-1956.pdf
Thu, 2017-09-21 13:30 Sat, 09/01/2018
Litigation Plan
PDF icon Litigation Plan
Fri, 2016-12-02 17:12
5000-1288 7(a) and 504 Fees Effective on October 1, 2013
PDF icon 5000-1288.pdf
Sat, 2014-06-14 00:55
2234 (Part B) Supplemental Information for PCLP Processing
PDF icon sba_forms_2234B
Mon, 2017-05-22 10:20 Tue, 12/31/2019
5000-1097 Implementation of Section 501 of the Recovery Act - Fee Elimination Provisions
PDF icon Implementation of Section 501 of the Recovery Act - Fee Elimination Provisions
Sat, 2014-06-14 00:55
5000-1175 Small Business Jobs Act: New Alternative Size Standard for 7(a) and 504 Loans
PDF icon Small Business Jobs Act: New Alternative Size Standard for 7(a) and 504 Loans
Sat, 2014-06-14 00:55 Thu, 09/01/2011
Small Loan Document Preparation Instructions
PDF icon Small_Loan_Document_Preparation_Instructions.pdf
Thu, 2016-02-18 16:48 Wed, 09/30/2015
CAP-1050 Lender's Semi-Annual Funds Disbursement Report
PDF icon SBA CAP-1050.pdf
Sat, 2014-06-14 00:50 Sat, 05/31/2014
50 45 3 The Surety Bond Guarantee Program
PDF icon The Surety Bond Guarantee Program
Tue, 2015-12-22 12:13
468 SBA Form 468 Schedule 9: Annual Financial Report
PDF icon SBA Form 468 Schedule 9: Annual Financial Report
Sat, 2014-06-14 00:50 Sat, 11/02/2013
5000-1351 PARRiS Risk-Based Review -- Revised Terminology
PDF icon 5000-1351
Fri, 2015-09-11 10:22 Thu, 09/01/2016
269 Financial Status Report
PDF icon forms_mis269.pdf
Sat, 2014-06-14 00:50 Thu, 12/12/2013
5000-1205 Secondary Market Sales by SBA Lenders - Reserve Agreement
File 5000-1205.docx
Sat, 2014-06-14 00:55 Sun, 04/15/2012
1790 Representatives Used and Compensation Paid for Services in Connection with Obtaining Federal Contracts
PDF icon SBA_1790.pdf
Wed, 2017-03-01 14:22 Thu, 01/31/2019
5000-1194 Revised SBA Form 1086, Secondary Participation Guaranty Agreement and Form 1502, Guaranty Loan Status & Lender Remittance Form
PDF icon Revised SBA Form 1086, Secondary Participation Guaranty Agreement and Form 1502, Guaranty Loan Status & Lender Remittance Form
Sat, 2014-06-14 00:55 Sat, 01/01/2011
REQUIREMENTS FOR DISASTER LOAN SERVICING ACTIONS - BIRMINGHAM DLSC
Tue, 2016-09-20 09:06 Sat, 12/31/2016
2408 Voluntary Decertification Agreement
PDF icon SBA Form 2408.pdf
Sat, 2014-06-14 00:50
1010B - ANC 8(a) Business Development (BD) Program Application Alaskan Native Corporation-Owned Concern
PDF icon 8(a) Business Development (BD) Program Application Alaskan Native Corporation-Owned Concern
Mon, 2015-04-20 15:17 Mon, 03/31/2014
5000-4020 SBA Policy Notice
PDF icon SBA Policy Notice
Thu, 2017-08-31 12:43 Wed, 08/01/2018
Care and Preservation of Collateral (CPC) Tabs
PDF icon Care and Preservation of Collateral (CPC) Tabs
Guaranty Purchase Sat, 2014-06-14 00:50 Sat, 10/26/2013
5000-1276 SOP 50 57 Technical Corrections
PDF icon 5000-1276.pdf
Sat, 2014-06-14 00:55 Tue, 04/01/2014
2230 Loan Loss Reserve Fund Deposit Account Control Agreement
PDF icon tools_sbf_forms_2230.pdf
Sat, 2014-06-14 00:50 Thu, 12/12/2013
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
5000-1179 Calendar Year 2011 Schedule of 1502 Report & Payment due dates for 7(a) Loans
PDF icon Calendar Year 2011 Schedule of 1502 Report & Payment due dates for 7(a) Loans
Sat, 2014-06-14 00:55 Sat, 10/01/2011

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