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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 Date Expiration Date
5000-1319 SBA Veterans Advantage - Renewal and Expansion of Fee Relief
PDF icon 5000-1319
Tue, 2014-09-23 14:32 Tue, 09/01/2015
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
652 SBA Form 652
PDF icon SBA Form 652
Tue, 2014-09-16 15:04 Tue, 09/16/2014
2414 Women Owned Small Business (WOSB) Program Certification - EDWOSBs
PDF icon SBA 2414 fillable
Wed, 2015-01-14 13:17 Thu, 11/30/2017
2413 Women Owned Small Business (WOSB) Program Certification
PDF icon SBA Form 2413 comp
Wed, 2016-02-24 12:12 Thu, 11/30/2017
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
5000-1315 SBA Form 1086, Secondary Participation Guaranty Agreement and SBA Form 1502 Guaranty Loan Status and Lender Remittance Form
PDF icon 5000-1315.pdf
Wed, 2014-07-30 16:06 Fri, 07/01/2016
40 03 3 Disclosure of Information
PDF icon SOP 40 03 3
Tue, 2015-12-22 12:02 Wed, 08/04/2004 - 13:30
40 04 3 Privacy Act Procedures
PDF icon SOP 40 04 03
Tue, 2015-12-22 12:11 Wed, 06/23/2004 - 13:15
1920 LENDER’S APPLICATION FOR GUARANTY FOR ALL 7(a) PROGRAMS
PDF icon SBA_1920
Wed, 2014-08-20 11:27 Sun, 04/30/2017
50 10 5(F) Lender and Development Company Loan Programs
PDF icon SOP_50_10_5(F)_June_18_2014_Updated_for_Credit_Score_(final highlightedl)
Mon, 2014-08-25 14:39 Sat, 06/14/2014 - 13:30
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
1088 Loan Pool or Guaranteed Certificate
Tue, 2014-05-13 08:16 Sat, 05/31/2014
2450 ELIGIBILITY INFORMATION REQUIRED FOR 504 SUBMISSION (NON PCLP)
PDF icon SBA Form 2450
Tue, 2015-03-10 16:14 Wed, 01/31/2018
5000-1311 SBA Approval of Recoverable Expenses on 7(a) Loans
PDF icon 5000-1311.pdf
Fri, 2014-06-27 13:54 Wed, 04/01/2015
5000-1310 SOP 50 10 5(F) Technical Corrections
PDF icon 5000-1310.pdf
Fri, 2014-06-27 13:55 Tue, 03/01/2016
5000-1309 Additional Clarification on Fee Reductions for Loans of $150,000 or Less
PDF icon 5000-1309.pdf
Fri, 2014-06-27 13:57 Sun, 03/01/2015
2449 APPENDIX C: COMMUNITY ADVANTAGE APPLICATION ADDENDUM
PDF icon SBA Form 2449 7-14
Thu, 2014-07-17 14:49
5000-1306 Update and Release of SBA Forms 1919 and 1920
PDF icon 5000-1306.pdf
Thu, 2014-07-10 15:23 Fri, 05/01/2015
5000-1298 Calendar Year 2014 Schedule of 1502 Report & Payment due dates for 7(a) Loans.
PDF icon 5000-1298.pdf
Fri, 2014-06-27 13:59 Mon, 12/01/2014
5000-1305 Fiscal and Transfer Agent for 7(a) Loan Program
PDF icon 5000-1305.pdf
Fri, 2014-06-27 13:59 Thu, 01/01/2015
5000-1304 Improved LGPC Submission Process
PDF icon 5000-1304.pdf
Fri, 2014-06-27 14:00 Thu, 01/01/2015
5000-1299 SBA Veterans Advantage
PDF icon 5000-1299.pdf
Fri, 2014-06-27 14:00
5000-1294 Clarification of Fee Reductions for 7(a) Loans of $150,000 or Less in FY2014
PDF icon 5000-1294 (2).pdf
Sat, 2014-06-14 00:55
5000-1290 Issuance of SOP 50 10 5(F) – Lender and Development Company Loan Programs
PDF icon 5000-1290.pdf
Sat, 2014-06-14 00:55
5000-1288 7(a) and 504 Fees Effective on October 1, 2013
PDF icon 5000-1288.pdf
Sat, 2014-06-14 00:55
50 10 5(F) SOP 50 10 5(F)
PDF icon SOP_50_10_5(F)_June_18_2014_Updated_for_Credit_Score_(final highlightedl)
Mon, 2014-08-25 14:38 Wed, 01/01/2014 - 00:00
1450 SBA Form 1450 - 8(a) Annual Update
PDF icon SBA FORM 1450 Revised1.pdf
Sat, 2014-06-14 00:50 Wed, 08/31/2016
50 55 504 Loan Servicing and Liquidation
PDF icon SOP_50_55_9-4-13.pdf
Liquidation Sat, 2014-06-14 01:14 Tue, 10/01/2013 - 00:00
2000-840 Identifying Franchise Loans
PDF icon 2000-840.pdf
Sat, 2014-06-14 00:55 Fri, 08/01/2014
2303 504 DEBENTURE CLOSING CHECKLIST FOR COMPLETE FILE REVIEW
PDF icon Form 2302 504 Closing Checklist for Complete File Review
Thu, 2014-09-25 15:49
2000-833 Revised Form 912
PDF icon 2000-833.pdf
Sat, 2014-06-14 00:55 Sun, 06/01/2014
50 51 2(A) Loan Liquidation & Acquisition Property
PDF icon SOP 50 51 2A.pdf
Liquidation Sat, 2014-06-14 01:14 Mon, 11/02/1998 - 00:00
50 51 2(D) Loan Liquidation & Acquisition Property
PDF icon SOP 50 51 2D.pdf
Liquidation Sat, 2014-06-14 01:14 Mon, 10/22/2007 - 00:00
5000-1276 SOP 50 57 Technical Corrections
PDF icon 5000-1276.pdf
Sat, 2014-06-14 00:55 Tue, 04/01/2014
1926 SBA Success Story Form
PDF icon SBA Form 1926.pdf
Sat, 2014-06-14 00:50
1405A Stockholder's Confirmation for Corporate SBICs
PDF icon SBA Form 1405A_part_12-31-16.pdf
Sat, 2014-06-14 00:50 Sat, 12/31/2016
1405 Stockholder's Confirmation for Corporate SBICs
PDF icon SBA Form 1405e_corp_12-31-16.pdf
Sat, 2014-06-14 00:50 Sat, 12/31/2016
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
857 Request For Information Concerning Portfolio Financing By Small Business Investment Companies (SBICs)
PDF icon SBA Form 857 02-29-16_WorkingC.pdf
Sat, 2014-06-14 00:50 Mon, 02/29/2016
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
856 Disclosure Statement Leveraged Licensees
PDF icon SBA Form 856 7-31-15.pdf
Sat, 2014-06-14 00:50 Fri, 07/31/2015
856A Disclosure Statement Non-Leveraged Licensees
PDF icon SBA Form 856A 7-31-15
Sat, 2014-06-14 00:50 Fri, 07/31/2015
856 Disclosure Statement Leveraged Licensees
PDF icon SBA Form 856 7-31-15
Sat, 2014-06-14 00:50 Fri, 07/31/2015
355 Information For Small Business Size Determination
PDF icon SBA Form 355.pdf
Sat, 2014-06-14 00:50 Fri, 11/30/2012
HUBZone Program Certification for Applicants Owned by U.S. Citizens, ANCs or CDCs
PDF icon HUBZone Program Certification for Applicants Owned by U.S. Citizens, ANCs or CDCs.pdf
Sat, 2014-06-14 00:50 Sun, 02/28/2016
HUBZone Program Certification for Applicants Owned by Small Agricultural Cooperatives
PDF icon HUBZone Program Certification for Applicants Owned by Small Agricultural Cooperatives.pdf
Sat, 2014-06-14 00:50 Sun, 02/28/2016
HUBZone Program Certification for Applicants Owned by Indian Tribal Governments
PDF icon HUBZone Program Certification for Applicants Owned by Indian Tribal Governments.pdf
Sat, 2014-06-14 00:50 Sun, 02/28/2016
5000-1268 Revolving Lines of Credit Processed through E-Tran
PDF icon 5000-1268.pdf
Sat, 2014-06-14 00:55 Sat, 02/01/2014
5000-1267 SBA 504 Loan and First Mortgage Loan Programs – Transfer of Central Servicing Agent functions from Colson Services Corp. to Wells Fargo Corporate Trust Services
PDF icon 5000-1267.pdf
Servicing Sat, 2014-06-14 00:55

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