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
5000-1168 SBA’s ARC Loan Program Ending
PDF icon SBA’s ARC Loan Program Ending
Sat, 2014-06-14 00:55 Thu, 09/01/2011
5000-1122 504 Debenture Funding Schedule for Calendar Year 2010
PDF icon 504 Debenture Funding Schedule for Calendar Year 2010
Sat, 2014-06-14 00:55
5000-1374 Certified Development Company Reporting of Job Creation and Retention
PDF icon Certified Development Company Reporting of Job Creation and Retention
Mon, 2016-03-07 17:22 Wed, 02/01/2017
HUBZone Program Certification for Applicants Owned by Indian Tribal Governments
PDF icon HUBZone Program Certification for Applicants Owned by Indian Tribal Governments
Wed, 2016-10-05 17:25 Sun, 06/30/2019
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
991 Surety Bond Guarantee Agreement- Addendum
PDF icon SBA form 991 working copy
Wed, 2016-04-20 16:56 Sun, 03/31/2019
468 SBA Form 468 (Partnership): Annual Financial Report
PDF icon SBA Form 468 (Partnership): Annual Financial Report
Thu, 2016-08-18 16:40 Tue, 10/31/2017
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
5000-1017 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
5000-1100 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
5000-1318 7(a) and 504 Fees Effective October 1, 2014
PDF icon 5000-1318
Thu, 2014-09-18 16:30 Tue, 09/01/2015
50 53 Lender Supervision and Enforcement
PDF icon SOP 50 53
Sat, 2014-06-14 01:14 Fri, 10/01/2010 - 00:00
2401 First Lien Position 504 Loan Pool Guarantee Agreement
PDF icon tools_sbf_forms_2401.pdf
Sat, 2014-06-14 00:50 Fri, 04/30/2010
2450 ELIGIBILITY INFORMATION REQUIRED FOR 504 SUBMISSION (NON PCLP)
PDF icon SBA Form 2450
Fri, 2016-06-03 10:42 Fri, 09/30/2016
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
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
270 Request for Advance or Reimbursement
PDF icon forms_sf_270.pdf
Sat, 2014-06-14 00:50 Thu, 12/12/2013
424 Standard Form 424: Application for Federal Assistance
PDF icon Standard Form 424: Application for Federal Assistance
Sat, 2014-06-14 00:50 Sun, 11/03/2013
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
50 10 5(G) Lender and Development Company Loan Programs
PDF icon SOP 50 10 5G Track changes version, PDF icon SOP 50 10 5 G FINALWEB VERSION - CLEAN Eff, 10-1-2014
Thu, 2014-09-25 11:21 Wed, 10/01/2014 - 11:15
2234 (Part A) PCLP Guarantee Request
PDF icon sba_forms_2234a.pdf
Fri, 2016-06-03 10:52 Fri, 09/30/2016
Protective Bid Analysis Exhibit A
Microsoft Office document icon Protective Bid Analysis Exhibit A
Sat, 2014-06-14 00:50 Fri, 11/01/2013
2420 ILP Program Resolution of the Board of Directors
PDF icon SBA Form 2420.pdf
Sat, 2014-06-14 00:50 Wed, 04/30/2014
FEE DISCLOSURE FORM AND COMPENSATION AGREEMENT
PDF icon 3245-0201_Form_159504_8-19-14_NewE.pdf
Thu, 2015-04-23 12:19 Tue, 10/31/2017
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 75 3 Outreach Activities
PDF icon Outreach Activities
Tue, 2015-12-22 12:46
424B Assurances - Non-Construction Programs
PDF icon SF 424b_ Assurances_Non_Construction Programs.pdf
Sat, 2014-06-14 00:50 Thu, 10/17/2013
1010B - AIT 8(a) Business Development (BD) Program Application American Indian - Tribally Owned Concern
PDF icon 8(a) Business Development (BD) Program Application American Indian - Tribally Owned Concern
Tue, 2015-04-21 14:06 Sun, 04/30/2017
5000-1132 Servicing and Liquidation Authority of 7(a) Lenders
PDF icon Servicing and Liquidation Authority of 7(a) Lenders
Sat, 2014-06-14 00:55
5000-1304 Improved LGPC Submission Process
PDF icon 5000-1304.pdf
Fri, 2014-06-27 14:00 Thu, 01/01/2015
90 54 5 SBA Advisory Councils
PDF icon SBA Advisory Councils
Tue, 2015-12-22 12:44 Fri, 05/04/2001 - 00:00
Award Nomination Consent Form
PDF icon Award Nomination Consent Form
Sat, 2014-06-14 00:50 Thu, 10/17/2013
856A Disclosure Statement Non-Leveraged Licensees
PDF icon SBA Form 856A 7-31-15.pdf
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
5000-1940 Revised Risk-Based Review/Examination Protocol for SBA Supervised Lenders
PDF icon Revised_Risk-Based_ReviewExamination_Protocol_for_SBA_Supervised_Lenders.pdf
Thu, 2017-01-19 10:23 Sun, 12/31/2017
994H Surety Bond Guarantee Program- Default Report, Claim for Reimbursement, and Record of Administrative Action
PDF icon SBA Form 994 H_workingCopy.pdf
Wed, 2016-04-20 17:07 Sun, 03/31/2019
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
ALP CDC Unilateral Action Notification
PDF icon ALP CDC UNILATERAL ACTION.pdf
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
52 00 Microloan Program
PDF icon Microloan SOP 52 00
Tue, 2016-10-04 11:56 Fri, 03/01/2013 - 00:00
1505 Note- CDC/504 Loans
PDF icon SBA Form 1505, PDF icon SBA INST 1505
Sat, 2014-06-14 00:50 Thu, 12/12/2013

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