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Lender Documentation Tool
Lender Documentation Tool
Find Lender Forms, SOPs, Notices, and Loan Packages
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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 |
|---|---|---|---|---|---|
| 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 | ||||
|
Important HUBZone Document for LLCs Important HUBZone Document for LLCs.pdf |
Sat, 2014-06-14 00:50 | ||||
|
Important Document Request for Sole Proprietors Important Document Request for Sole Proprietors.pdf |
Sat, 2014-06-14 00:50 | ||||
|
Important Document Request for Partnerships Important Document Request for Partnerships.pdf |
Sat, 2014-06-14 00:50 | ||||
| 52 00 |
Microloan Program Microloan SOP 52 00 |
Tue, 2016-10-04 11:56 | Fri, 03/01/2013 - 00:00 | ||
| 5000-1262 |
Issuance of SOP 50 57, 7(a) Loan Servicing and Liquidation 5000-1262.pdf |
Servicing | Sat, 2014-06-14 00:55 | Sat, 03/01/2014 | |
| 50 57 2 |
7(a) Loan Servicing and Liquidation SOP_50_57_2_Clean, SOP_50_57_2_Tracked_Change |
Servicing | Fri, 2016-09-23 18:16 | Tue, 12/01/2015 - 00:00 | |
| 5000-1260 |
Change to SOP 50 10 5(E) and Release of Alternative Small Loan Advantage (SLA) Authorization 5000-1260.pdf |
Sat, 2014-06-14 00:55 | |||
| 2428 |
Small Business Investment Company Financing Eligibility Statement for Usage of Energy Saving Debenture SBA_Form_2428.pdf |
Sat, 2014-06-14 00:50 | Mon, 08/31/2015 | ||
| 2301 (Part C) |
Lender Advantage Initiative Eligibility Questionnaire SBA Form 2301 C.pdf |
Sat, 2014-06-14 00:50 | Fri, 01/31/2014 | ||
| 5000-1253 |
7(a) and 504 Fees Effective On October 1, 2012 5000-1253 |
Sat, 2014-06-14 00:55 |