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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.
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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 |
|---|---|---|---|---|---|
| 2000 - 0853 |
Electronic Submission of ARC Loan Payment Using Pay.gov SBA Form 172 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 5000-1315.pdf |
Wed, 2014-07-30 16:06 | Fri, 07/01/2016 | ||
| 40 03 3 |
Disclosure of Information SOP 40 03 3 |
Tue, 2015-12-22 12:02 | Wed, 08/04/2004 - 13:30 | ||
| 40 04 3 |
Privacy Act Procedures SOP 40 04 03 |
Tue, 2015-12-22 12:11 | Wed, 06/23/2004 - 13:15 | ||
| 50 10 5(F) |
Lender and Development Company Loan Programs 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 5000-1314.pdf |
Sat, 2014-06-14 00:55 | Mon, 06/01/2015 | ||
| 5000-1311 |
SBA Approval of Recoverable Expenses on 7(a) Loans 5000-1311.pdf |
Fri, 2014-06-27 13:54 | Wed, 04/01/2015 | ||
| 5000-1310 |
SOP 50 10 5(F) Technical Corrections 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 5000-1309.pdf |
Fri, 2014-06-27 13:57 | Sun, 03/01/2015 | ||
| 2449 |
APPENDIX C: COMMUNITY ADVANTAGE APPLICATION ADDENDUM SBA Form 2449 7-14 |
Thu, 2014-07-17 14:49 | |||
| 5000-1306 |
Update and Release of SBA Forms 1919 and 1920 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. 5000-1298.pdf |
Fri, 2014-06-27 13:59 | Mon, 12/01/2014 | ||
| 5000-1305 |
Fiscal and Transfer Agent for 7(a) Loan Program 5000-1305.pdf |
Fri, 2014-06-27 13:59 | Thu, 01/01/2015 | ||
| 5000-1304 |
Improved LGPC Submission Process 5000-1304.pdf |
Fri, 2014-06-27 14:00 | Thu, 01/01/2015 | ||
| 5000-1299 |
SBA Veterans Advantage 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 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 5000-1290.pdf |
Sat, 2014-06-14 00:55 | |||
| 5000-1288 |
7(a) and 504 Fees Effective on October 1, 2013 5000-1288.pdf |
Sat, 2014-06-14 00:55 | |||
| 50 10 5(F) |
SOP 50 10 5(F) 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 SBA FORM 1450 Revised1.pdf |
Sat, 2014-06-14 00:50 | Wed, 08/31/2016 | ||
| 50 55 |
504 Loan Servicing and Liquidation 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 2000-840.pdf |
Sat, 2014-06-14 00:55 | Fri, 08/01/2014 | ||
| 2303 |
504 DEBENTURE CLOSING CHECKLIST FOR COMPLETE FILE REVIEW Form 2302 504 Closing Checklist for Complete File Review |
Thu, 2014-09-25 15:49 | |||
| 2000-833 |
Revised Form 912 2000-833.pdf |
Sat, 2014-06-14 00:55 | Sun, 06/01/2014 | ||
| 50 51 2(A) |
Loan Liquidation & Acquisition Property 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 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 5000-1276.pdf |
Sat, 2014-06-14 00:55 | Tue, 04/01/2014 | ||
| 1926 |
SBA Success Story Form SBA Form 1926.pdf |
Sat, 2014-06-14 00:50 | |||
| 1405A |
Stockholder's Confirmation for Corporate SBICs 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 SBA Form 1405e_corp_12-31-16.pdf |
Sat, 2014-06-14 00:50 | Sat, 12/31/2016 | ||
| 34 |
Instructions for Bank Identification Form 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) SBA Form 857 02-29-16_WorkingC.pdf |
Sat, 2014-06-14 00:50 | Mon, 02/29/2016 | ||
| 856A |
Disclosure Statement Non-Leveraged Licensees SBA Form 856A 7-31-15.pdf |
Sat, 2014-06-14 00:50 | Fri, 07/31/2015 | ||
| 856 |
Disclosure Statement Leveraged Licensees SBA Form 856 7-31-15.pdf |
Sat, 2014-06-14 00:50 | Fri, 07/31/2015 | ||
| 856A |
Disclosure Statement Non-Leveraged Licensees SBA Form 856A 7-31-15 |
Sat, 2014-06-14 00:50 | Fri, 07/31/2015 | ||
| 856 |
Disclosure Statement Leveraged Licensees SBA Form 856 7-31-15 |
Sat, 2014-06-14 00:50 | Fri, 07/31/2015 | ||
| 355 |
Information For Small Business Size Determination 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, NHOs, or CDCs HUBZone Program Certification for Applicants Owned by U.S. Citizens, ANCs or CDCs |
Wed, 2016-10-05 17:30 | Sun, 06/30/2019 | |||
|
HUBZone Program Certification for Applicants Owned by Small Agricultural Cooperatives HUBZone Program Certification for Applicants Owned by Small Agricultural Cooperatives |
Wed, 2016-10-05 17:26 | Sun, 06/30/2019 | |||
|
HUBZone Program Certification for Applicants Owned by Indian Tribal Governments HUBZone Program Certification for Applicants Owned by Indian Tribal Governments |
Wed, 2016-10-05 17:25 | Sun, 06/30/2019 | |||
| 5000-1268 |
Revolving Lines of Credit Processed through E-Tran 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 5000-1267.pdf |
Servicing | Sat, 2014-06-14 00:55 | ||
| 2435 |
SBA Form 2435: Early Stage Current Pay Debenture Certification SBA Form 2435 - Early Stage Current Pay Debenture Certification revised 8-12.pdf |
Sat, 2014-06-14 00:50 | |||
| 2434 |
SBA Form 2434: 5 Yr Energy Saving Debenture Certification SBA Form 2434 - 5 Yr Energy Saving Debenture Certification revised 8-12.pdf |
Sat, 2014-06-14 00:50 | |||
| 2433 |
SBA Form 2433: 10 Yr Energy Saving Debenture Certification SBA Form 2433 - 10 Yr Energy Saving Debenture Certification revised 8-12.pdf |
Sat, 2014-06-14 00:50 | |||
| 2432 |
SBA Form 2432: Early Stage Discount Debenture Certification SBA Form 2432 - Early Stage Discount Debenture Certification revised 8-12.pdf |
Sat, 2014-06-14 00:50 | |||
| 27F |
SBA Form 27F: Energy Saving Debenture Opinion of Counsel SBA Form 27F Energy Saving Debenture Opinion of Counsel.pdf |
Sat, 2014-06-14 00:50 | |||
| 27E |
SBA Form 27E Early Stage Discount Debenture Opinion of Counsel SBA Form 27E Early Stage Discount Debenture .pdf |
Sat, 2014-06-14 00:50 | |||
| 27D |
SBA Form 27D: Early Stage Current Pay Debenture Opinion of Counsel SBA Form 27D Early Stage Current Pay Debenture Opinion of Counsel.pdf |
Sat, 2014-06-14 00:50 | |||
|
Important HUBZone Document Request for Corporations Important HUBZone Document Request for Corporations.pdf |
Sat, 2014-06-14 00:50 |