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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 |
---|---|---|---|---|---|
2000 - 0853 |
Electronic Submission of ARC Loan Payment Using Pay.gov SBA Form 172![]() |
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![]() |
Wed, 2014-07-30 16:06 | Fri, 07/01/2016 | ||
40 03 3 |
Disclosure of Information![]() |
Tue, 2015-12-22 12:02 | Wed, 08/04/2004 - 13:30 | ||
40 04 3 |
Privacy Act Procedures![]() |
Tue, 2015-12-22 12:11 | Wed, 06/23/2004 - 13:15 | ||
50 10 5(F) |
Lender and Development Company Loan Programs![]() |
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![]() |
Sat, 2014-06-14 00:55 | Mon, 06/01/2015 | ||
5000-1311 |
SBA Approval of Recoverable Expenses on 7(a) Loans![]() |
Fri, 2014-06-27 13:54 | Wed, 04/01/2015 | ||
5000-1310 |
SOP 50 10 5(F) Technical Corrections![]() |
Fri, 2014-06-27 13:55 | Tue, 03/01/2016 | ||
5000-1309 |
Additional Clarification on Fee Reductions for Loans of $150,000 or Less ![]() |
Fri, 2014-06-27 13:57 | Sun, 03/01/2015 | ||
2449 |
APPENDIX C: COMMUNITY ADVANTAGE APPLICATION ADDENDUM ![]() |
Thu, 2014-07-17 14:49 | |||
5000-1306 |
Update and Release of SBA Forms 1919 and 1920![]() |
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.![]() |
Fri, 2014-06-27 13:59 | Mon, 12/01/2014 | ||
5000-1305 |
Fiscal and Transfer Agent for 7(a) Loan Program![]() |
Fri, 2014-06-27 13:59 | Thu, 01/01/2015 | ||
5000-1304 |
Improved LGPC Submission Process![]() |
Fri, 2014-06-27 14:00 | Thu, 01/01/2015 | ||
5000-1299 |
SBA Veterans Advantage![]() |
Fri, 2014-06-27 14:00 | |||
5000-1294 |
Clarification of Fee Reductions for 7(a) Loans of $150,000 or Less in FY2014![]() |
Sat, 2014-06-14 00:55 | |||
5000-1290 |
Issuance of SOP 50 10 5(F) – Lender and Development Company Loan Programs![]() |
Sat, 2014-06-14 00:55 | |||
5000-1288 |
7(a) and 504 Fees Effective on October 1, 2013![]() |
Sat, 2014-06-14 00:55 | |||
50 10 5(F) |
SOP 50 10 5(F) ![]() |
Mon, 2014-08-25 14:38 | Wed, 01/01/2014 - 00:00 | ||
1450 |
SBA Form 1450 - 8(a) Annual Update![]() |
Sat, 2014-06-14 00:50 | Wed, 08/31/2016 | ||
50 55 |
504 Loan Servicing and Liquidation![]() |
Liquidation | Sat, 2014-06-14 01:14 | Tue, 10/01/2013 - 00:00 | |
2000-840 |
Identifying Franchise Loans![]() |
Sat, 2014-06-14 00:55 | Fri, 08/01/2014 | ||
2303 |
504 DEBENTURE CLOSING CHECKLIST FOR COMPLETE FILE REVIEW![]() |
Thu, 2014-09-25 15:49 | |||
2000-833 |
Revised Form 912![]() |
Sat, 2014-06-14 00:55 | Sun, 06/01/2014 | ||
50 51 2(A) |
Loan Liquidation & Acquisition Property![]() |
Liquidation | Sat, 2014-06-14 01:14 | Mon, 11/02/1998 - 00:00 | |
50 51 2(D) |
Loan Liquidation & Acquisition Property ![]() |
Liquidation | Sat, 2014-06-14 01:14 | Mon, 10/22/2007 - 00:00 | |
5000-1276 |
SOP 50 57 Technical Corrections![]() |
Sat, 2014-06-14 00:55 | Tue, 04/01/2014 | ||
1926 |
SBA Success Story Form![]() |
Sat, 2014-06-14 00:50 | |||
1405A |
Stockholder's Confirmation for Corporate SBICs![]() |
Sat, 2014-06-14 00:50 | Sat, 12/31/2016 | ||
1405 |
Stockholder's Confirmation for Corporate SBICs![]() |
Sat, 2014-06-14 00:50 | Sat, 12/31/2016 | ||
34 |
Instructions for Bank Identification Form![]() |
Fri, 2015-06-12 11:42 | Mon, 04/30/2018 | ||
857 |
Request For Information Concerning Portfolio Financing By Small Business Investment Companies (SBICs)![]() |
Sat, 2014-06-14 00:50 | Mon, 02/29/2016 | ||
856A |
Disclosure Statement Non-Leveraged Licensees![]() |
Sat, 2014-06-14 00:50 | Fri, 07/31/2015 | ||
856 |
Disclosure Statement Leveraged Licensees![]() |
Sat, 2014-06-14 00:50 | Fri, 07/31/2015 | ||
856A |
Disclosure Statement Non-Leveraged Licensees![]() |
Sat, 2014-06-14 00:50 | Fri, 07/31/2015 | ||
856 |
Disclosure Statement Leveraged Licensees![]() |
Sat, 2014-06-14 00:50 | Fri, 07/31/2015 | ||
355 |
Information For Small Business Size Determination![]() |
Sat, 2014-06-14 00:50 | Fri, 11/30/2012 | ||
HUBZone Program Certification for Applicants Owned by U.S. Citizens, ANCs, NHOs, or CDCs![]() |
Wed, 2016-10-05 17:30 | Sun, 06/30/2019 | |||
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![]() |
Wed, 2016-10-05 17:25 | Sun, 06/30/2019 | |||
5000-1268 |
Revolving Lines of Credit Processed through E-Tran![]() |
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![]() |
Servicing | Sat, 2014-06-14 00:55 | ||
2435 |
SBA Form 2435: Early Stage Current Pay Debenture Certification![]() |
Sat, 2014-06-14 00:50 | |||
2434 |
SBA Form 2434: 5 Yr Energy Saving Debenture Certification![]() |
Sat, 2014-06-14 00:50 | |||
2433 |
SBA Form 2433: 10 Yr Energy Saving Debenture Certification![]() |
Sat, 2014-06-14 00:50 | |||
2432 |
SBA Form 2432: Early Stage Discount Debenture Certification![]() |
Sat, 2014-06-14 00:50 | |||
27F |
SBA Form 27F: Energy Saving Debenture Opinion of Counsel![]() |
Sat, 2014-06-14 00:50 | |||
27E |
SBA Form 27E Early Stage Discount Debenture Opinion of Counsel![]() |
Sat, 2014-06-14 00:50 | |||
27D |
SBA Form 27D: Early Stage Current Pay Debenture Opinion of Counsel![]() |
Sat, 2014-06-14 00:50 | |||
Important HUBZone Document Request for Corporations![]() |
Sat, 2014-06-14 00:50 |