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
3000-3027 Dismissal and Closure Procedures for SBA Field Offices
Sat, 2014-06-14 00:55 Sat, 12/01/2012
CDC Quarterly Delinquency Report
PDF icon cdc_quarterly_report.pdf
Sat, 2014-06-14 00:50 Thu, 12/12/2013
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
2000-744 Required TINs in CPC System
PDF icon Required TINs in CPC System
Sat, 2014-06-14 00:55 Mon, 12/01/2008
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
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
NGPC CPC Status and Payment Statement
Microsoft Office document icon NGPC CPC Status and Payment Statement
Sat, 2014-06-14 00:50 Sat, 10/26/2013
5000-1321 Issuance of SOP 50 10 5(G) – Lender and Development Company Loan Programs
PDF icon 5000-1321
Fri, 2014-10-10 11:06 Wed, 10/01/2014
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
2449 APPENDIX C: COMMUNITY ADVANTAGE APPLICATION ADDENDUM
PDF icon SBA Form 2449 7-14
Thu, 2014-07-17 14:49
2419 ILP Electronic Reporting System (ILPERS)
PDF icon SBA Form 2419.pdf
Sat, 2014-06-14 00:50 Wed, 04/30/2014
468 SBA Form 468 (Corporate): Annual Financial Report
PDF icon SBA Form 468 (Corporate): Annual Financial Report
Thu, 2016-08-18 16:42 Tue, 10/31/2017
5000-1388 New Regulations Governing Affiliation for SBA Business Loan, Disaster Loan, and Surety Bond Guarantee Programs
PDF icon New Regulations Governing Affiliation for SBA Business Loan, Disaster Loan, and Surety Bond Guarantee Programs
Tue, 2016-08-16 16:02 Sat, 07/01/2017
269 Financial Status Report
PDF icon forms_mis269.pdf
Sat, 2014-06-14 00:50 Thu, 12/12/2013
5000-1201 Updated SBA Loan Application Forms for SBA Express, Export Express and Pilot Loan Programs
Sat, 2014-06-14 00:55 Thu, 03/01/2012
148 Unconditional Guarantee
PDF icon SBA Form 148, PDF icon SBA INST 148/148L
Closing Sat, 2014-06-14 00:50 Thu, 12/12/2013
5000-1136 Additional Funding Available for 7(a) and 504 Recovery Act Loans
PDF icon Additional Funding Available for 7(a) and 504 Recovery Act Loans
Sat, 2014-06-14 00:55 Wed, 12/01/2010
5000-1120 Updated SBA’s ARC Loan Program Procedural Guide
PDF icon Updated SBA’s ARC Loan Program Procedural Guide
Sat, 2014-06-14 00:55 Sun, 08/01/2010
1011 Participation Agreement
PDF icon Participation Agreement 11 7 11.pdf
Sat, 2014-06-14 00:50
1010B - IND 8(a) Business Development (BD) Program Application Individual Information
PDF icon 8(a) Business Development (BD) Program Application Individual Information
Mon, 2015-04-20 15:22 Mon, 03/31/2014
60 04 4 Certificate of Competency Program
PDF icon Certificate of Competency Program
Tue, 2015-12-22 12:40
Helpful Hints Guide
PDF icon Helpful_Hints_Guide_20120504.pdf
Liquidation Sat, 2014-06-14 00:50
2000 - 0853 Electronic Submission of ARC Loan Payment Using Pay.gov SBA Form 172
PDF icon 2000-0853
Wed, 2014-08-13 14:21 Sat, 08/01/2015
2233 PCLP Quarterly Loan Loss Reserve Report
PDF icon PCLP Quarterly Loan Loss Reserve Report
Fri, 2016-06-03 10:50 Fri, 09/30/2016
5000-1082 Implementation of SBA’s Addition of LIBOR Plus 3 Percent as a Base Rate
PDF icon Implementation of SBA’s Addition of LIBOR Plus 3 Percent as a Base Rate
Sat, 2014-06-14 00:55 Sun, 11/01/2009
5000-1165 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, 09/01/2011
1926 SBA Success Story Form
PDF icon SBA Form 1926.pdf
Sat, 2014-06-14 00:50
Debit Authorization (SBICs)
PDF icon Debit Authorization (SBICs)
Thu, 2016-06-23 11:23
2208 SBA Form 2208: Amendment to NMVCC Application
PDF icon SBA Form 2208: Amendment to NMVCC Application
Sat, 2014-06-14 00:50 Sat, 11/02/2013
5000-1382 Reauthorization of 504 Debt Refinancing Program
PDF icon Reauthorization of 504 Debt Refinancing Program
Mon, 2016-06-06 13:44 Mon, 05/01/2017
85P-S Supplemental Questionnaire for Selected Positions
PDF icon tools_sbf85s.pdf
Sat, 2014-06-14 00:50 Thu, 12/12/2013
5000-1225 Additional Changes to 504 Certified Development Company Loan Program Regarding Debt Refinancing Authorized by the Jobs Act
PDF icon Additional Changes to 504 Certified Development Company Loan Program Regarding Debt Refinancing Authorized by the Jobs Act
Sat, 2014-06-14 00:55 Mon, 10/01/2012
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
Express Purchase Demand Kit
PDF icon Express Purchase Demand Kit
Thu, 2017-03-30 11:20 Thu, 03/30/2017
FAQs E-Tran Servicing
PDF icon FAQs_Servicing.pdf
Servicing Sat, 2014-06-14 00:50
Survey on Ensuring Equal Opportunity For Applicants
PDF icon Survey on Ensuring Equal Opportunity For Applicants
Fri, 2017-04-28 11:03
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
Request for Loan Reinstatement
Microsoft Office document icon Request for Loan Reinstatement
Sat, 2014-06-14 00:50 Sat, 10/26/2013
5000-1310 SOP 50 10 5(F) Technical Corrections
PDF icon 5000-1310.pdf
Fri, 2014-06-27 13:55 Tue, 03/01/2016
2004 Certification to the SBA
PDF icon tools_sbf_forms_2004.pdf
Sat, 2014-06-14 00:50 Thu, 12/12/2013
5000-1087 New IRS Tax Verification Alternative
PDF icon New IRS Tax Verification Alternative
Sat, 2014-06-14 00:55 Tue, 12/01/2009
34 Instructions for Bank Identification Form
PDF icon SBA Form 34 Bank ID final E 3
Fri, 2015-06-12 11:42 Mon, 04/30/2018
1065 Applicant Licensee's Assurance of Compliance (Public Interest)
PDF icon SBA Form 1065_Review.pdf
Tue, 2015-06-16 15:44 Wed, 11/30/2011
2163 SBA Form 2163: 5-Yr LMI Debenture Certification Form
PDF icon SBA Form 2163: 5-Yr LMI Debenture Certification Form
Sat, 2014-06-14 00:50 Sat, 11/02/2013
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
898 Advisory Committee Membership Nominee Information Form
PDF icon forms_mis898.pdf
Sat, 2014-06-14 00:50 Wed, 11/30/2011
5000-1222 504 First Mortgage Loan Pool Program Fees Effective On October 1, 2011
PDF icon 5000-1222.pdf
Sat, 2014-06-14 00:55
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
REQUIREMENTS FOR DISASTER LOAN SERVICING ACTIONS - SANTA ANA NDLRC
Tue, 2016-09-20 09:13 Sat, 12/31/2016

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