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 descending Expiration Date
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
5000-1184 Small Business Jobs Act of 2010: Changes to the Microloan Program
PDF icon Small Business Jobs Act of 2010: Changes to the Microloan Program
Sat, 2014-06-14 00:55 Sat, 10/01/2011
355 Information For Small Business Size Determination
PDF icon SBA Form 355.pdf
Sat, 2014-06-14 00:50 Fri, 11/30/2012
2404 Application to Become a Loan Pool Originator For First Mortgage Loan Pool (FMLP) Program
PDF icon tools_sbf_forms_2404.pdf
Sat, 2014-06-14 00:50 Fri, 04/30/2010
90 10 6 Audit Program
PDF icon Audit Program
Mon, 2017-01-30 16:04
1941A SBA Form 1941A: Financing Eligibility Statement - "Social Disadvantage" (For Individuals Who Are Members of a Designated Group)
PDF icon SBA Form 1941A 04-30-201 review
Mon, 2015-03-30 15:04 Sun, 04/30/2017
2000-2004 SBA Information Notice
PDF icon 2000-2004.pdf
Tue, 2015-05-26 16:12 Tue, 05/26/2015
994 Application for Surety Bond Guarantee Assistance
PDF icon SBA Form 994
Tue, 2016-06-28 16:12 Sun, 03/31/2019
5000-1199 Expiration of Small Business Jobs Act Authority and Closing of the Loan Queues
PDF icon bank_5000-1199.pdf
Sat, 2014-06-14 00:55 Thu, 03/01/2012
5000-1144 Limitation on Additional Funding for Fee Relief and Higher Guaranty Loans
PDF icon Limitation on Additional Funding for Fee Relief and Higher Guaranty Loans
Sat, 2014-06-14 00:55 Tue, 03/01/2011
468 SBA Short Form 468 (Partnership): Quarterly Financial Report
PDF icon SBA Short Form 468 (Partnership): Quarterly Financial Report
Thu, 2016-08-18 17:02 Tue, 10/31/2017
Forms A-9 through A-12: Budget Detail Worksheet
PDF icon Forms A-9 through A-12: Budget Detail Worksheet
Sat, 2014-06-14 00:50 Sun, 11/03/2013
5000-1407 FY 2017 Updated Fee Schedule for SBA Oversight of SBA Advantage (7(a)) Lenders
PDF icon FY 2017 Updated Fee Schedule for SBA Oversight of SBA Advantage (7(a)) Lenders
Mon, 2017-01-30 16:15 Sun, 12/31/2017
424 Application for Federal Assistance
PDF icon SF 424_ Application for Federal Assistance
Sat, 2014-06-14 00:50 Thu, 10/17/2013
5000-1241 Revisions to Export Working Capital Program, Export Express and International Trade Loan Programs -- Changes Incorporated into SOP 50 10 5(E)
PDF icon 5000-1241.pdf
Sat, 2014-06-14 00:55 Wed, 05/01/2013
770 Financial Statement of Debtor
PDF icon SBA Form 770
Wed, 2015-02-18 11:28 Wed, 01/31/2018
5000-1109 Version 2009.1 of the 504 Loan Program Authorization to be Released 
PDF icon Version 2009.1 of the 504 Loan Program Authorization to be Released
Sat, 2014-06-14 00:55
5000-1137 Announcement and FAQs on OCRM Lender Portal Update
PDF icon Announcement and FAQs on OCRM Lender Portal Update
Sat, 2014-06-14 00:55 Wed, 12/01/2010
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
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
50 45 3 The Surety Bond Guarantee Program
PDF icon The Surety Bond Guarantee Program
Tue, 2015-12-22 12:13
CDC 504 Liquidation Plan
PDF icon CDC 504 Liquidation Plan
Wed, 2017-05-17 13:51 Sun, 12/31/2017
5000-1324 Streamlining the Community Advantage Pilot Program
PDF icon 5000-1324.pdf
Wed, 2015-02-04 11:51 Fri, 10/02/2015
723 Small Business Certification
PDF icon form_cont723.pdf
Sat, 2014-06-14 00:50 Wed, 12/12/2012
5000-1119 Recovery Act – Microloan Recipient Reporting
PDF icon Recovery Act – Microloan Recipient Reporting
Sat, 2014-06-14 00:55
5000-1148 3rd Quarter "Peg" Rate, Direct Interest Rate, and Maximum Interest Rate of a Third Party Lender Loan for a 504 Project
PDF icon 3rd Quarter "Peg" Rate, Direct Interest Rate, and Maximum Interest Rate of a Third Party Lender Loan for a 504 Project
Sat, 2014-06-14 00:55 Fri, 04/01/2011
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
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
160 SBA Form 160: Resolution of Board of Directors
PDF icon SBA Form 160: Resolution of Board of Directors
Sat, 2014-06-14 00:50 Sun, 11/03/2013
5000-1405 2nd Quarter "Peg" Rate, Direct Interest Rate and Maximum Interest Rate of a Third Party Lender Loan for a 504 Project
PDF icon 2nd Quarter "Peg" Rate, Direct Interest Rate and Maximum Interest Rate of a Third Party Lender Loan for a 504 Project
Thu, 2017-01-05 11:02 Sun, 12/31/2017
HUBZone Program Certification for Applicants Owned by ANCs
PDF icon HUBZone Program Certification for Applicants Owned by ANCs
Sat, 2014-06-14 00:50 Wed, 10/31/2012
5000-1238 7(a) Loan Origination 10-Tab Submission Tool
PDF icon 5000-1238[1].pdf
Sat, 2014-06-14 00:55 Wed, 05/01/2013
172 Transaction Report on Loan Serviced by Lender
PDF icon serv_tools_forms_lender_172.pdf
Guaranty Purchase Sat, 2014-06-14 00:50 Sun, 05/31/2015
5000-1123 7(a) Fees and 504 Fees Effective On October 1, 2009
PDF icon 7(a) Fees and 504 Fees Effective On October 1, 2009
Sat, 2014-06-14 00:55
5000-1125 Gulf Opportunity Pilot Loan Program Waiver of Personal Resources Test
PDF icon Gulf Opportunity Pilot Loan Program Waiver of Personal Resources Test
Sat, 2014-06-14 00:55 Thu, 09/30/2010
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
1062 Small Business Development Center Counseling Record
PDF icon serv_tools_forms_lender_1062.pdf
Sat, 2014-06-14 00:50 Wed, 04/30/2008
50 10 4(E) Loan Processing - Posted 11-20-00
PDF icon Loan Processing - Posted 11-20-00_PDF Version
Tue, 2015-12-22 12:10
CDC Checklist for Submitting Environmental Investigation
PDF icon CDC Checklist Feb 2011.pdf
Sat, 2014-06-14 00:50 Fri, 11/01/2013
5000-1329 Required use of E-Tran by all 7(a) Lenders for Certain Unilateral Servicing and Liquidation Actions
PDF icon 5000-1329
Tue, 2014-12-09 10:22 Mon, 02/01/2016
2202 Schedule of Liabilities
PDF icon tools_sbf_sba202.pdf
Sat, 2014-06-14 00:50 Thu, 12/12/2013
5000-1116 Program for Investment in Microentrepreneurs Act (PRIME)
PDF icon Program for Investment in Microentrepreneurs Act (PRIME)
Sat, 2014-06-14 00:55
5000-1153 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
Alaska Subordination Agreement
Microsoft Office document icon Alaska Subordination Agreement
Tue, 2014-12-30 16:34 Wed, 12/30/2015
1081 SBA Form 1081: Statement of Personal History for Non-bank Lenders, CDCs and Micro-Lenders
PDF icon SBA_FORM_1081.pdf
Fri, 2017-08-11 15:41 Tue, 12/31/2019
5000-1939 Changes to 504 Debt Refinancing Program
PDF icon Changes to 504 Debt Refinancing Program
Mon, 2016-12-05 12:31 Wed, 11/01/2017
A9, A10, A11, A12 Budget Detail Worksheet for Twelve Month Period (Non-Construction Programs)
PDF icon A9 - A12 Detailed Budget Worksheet
Sat, 2014-06-14 00:50 Thu, 10/13/2011
3000-3027 Dismissal and Closure Procedures for SBA Field Offices
Sat, 2014-06-14 00:55 Sat, 12/01/2012
159 (504) Fee Disclosure Form and Compensation Aggreement For Agent Services In Connection With an SBA 504 Loan
PDF icon SBA FORM 159 (504).pdf
Closing Sat, 2014-06-14 00:50 Sun, 08/31/2014
2000-773 Using General Ledger Accounts in Pay.gov
PDF icon Using General Ledger Accounts in Pay.gov
Sat, 2014-06-14 00:55 Wed, 12/01/2010

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