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
1505 Note- CDC/504 Loans
PDF icon SBA Form 1505, PDF icon SBA INST 1505
Sat, 2014-06-14 00:50 Thu, 12/12/2013
5000-1088 Identification of Correct Base Rate for 7(a) Loans
PDF icon Identification of Correct Base Rate for 7(a) Loans
Sat, 2014-06-14 00:55 Tue, 12/01/2009
5000-1166 Process for Lenders to Participate in GO Loan Pilot
PDF icon Process for Lenders to Participate in GO Loan Pilot
Sat, 2014-06-14 00:55 Thu, 09/01/2011
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
25 PCGP Model Corporate General Partner Resolution for SBA Commitment
PDF icon SBA Form 25-PCGP
Fri, 2015-07-17 12:45 Mon, 04/30/2018
480 SBA Form 480: Size Status Declaration
PDF icon SBA Form 480
Tue, 2015-09-29 11:10 Tue, 01/31/2017
5000-1379 Availability of Electronic Submission of SBA Form 159(7a) through SBA One
PDF icon Availability of Electronic Submission of SBA Form 159(7a) through SBA One
Wed, 2016-05-18 11:13 Sat, 04/01/2017
994H Surety Bond Guarantee Program- Default Report, Claim for Reimbursement, and Record of Administrative Action
PDF icon SBA Form 994 H_workingCopy.pdf
Wed, 2016-04-20 17:07 Sun, 03/31/2019
5000-1224 504 Debenture Funding Schedule for Calendar Year 2012
Sat, 2014-06-14 00:55 Mon, 10/01/2012
5000-1152 Deferments for SBA 7(a) and 504 Loans to Small Businesses Adversely Affected by the Deepwater Horizon oil spill 
PDF icon Deferments for SBA 7(a) and 504 Loans to Small Businesses Adversely Affected by the Deepwater Horizon oil spill
Sat, 2014-06-14 00:55 Sun, 05/01/2011
REQUIREMENTS FOR DISASTER LOAN SERVICING ACTIONS - BIRMINGHAM DLSC
Tue, 2016-09-20 09:06 Sat, 12/31/2016
3881 Standard Form 3881: ACH Vendor/Miscellaneous Payment Enrollment Form
PDF icon Standard Form 3881: ACH Vendor/Miscellaneous Payment Enrollment Form
Sat, 2014-06-14 00:50 Tue, 09/30/2014
7(a) Risk Based Lender Review
PDF icon 7(a) Risk Based Lender Review
Sat, 2014-06-14 00:50 Thu, 10/17/2013
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
1405A Ownership Confirmation for Partnership SBICs
PDF icon SBA Form 1405A_part_12-31-13.pdf
Sat, 2014-06-14 00:50 Tue, 12/31/2013
5000-1091 Centralization of Disaster Loans
PDF icon Centralization of Disaster Loans
Sat, 2014-06-14 00:55
5000-1169 Surety Bond Guarantee Program - Expiration of Recovery Act Provisions and Permanent Adoption of Size Standard
PDF icon Surety Bond Guarantee Program - Expiration of Recovery Act Provisions and Permanent Adoption of Size Standard
Sat, 2014-06-14 00:55 Thu, 09/01/2011
856 Disclosure Statement Leveraged Licensees
PDF icon SBA Form 856 7-31-15
Sat, 2014-06-14 00:50 Fri, 07/31/2015
503/504 Liquidation Wrap Up Report
Microsoft Office document icon 504wrapupreport.doc
Sat, 2014-06-14 00:50 Wed, 01/01/2014
2098 SBA Form 2098: Instrument of Admission or Increase in Commitment for a Preferred Limited Partner
PDF icon SBA Form 2098: Instrument of Admission or Increase in Commitment for a Preferred Limited Partner
Sat, 2014-06-14 00:50 Sat, 11/02/2013
5000-1372 SBA Express/Export Express Loan Authorization Issued
PDF icon SBA Express/Export Express Loan Authorization Issued
Tue, 2016-01-26 11:46
994B Surety Bond Guarantee Underwriting Review
PDF icon SBA Form 994B.pdf
Wed, 2016-04-20 16:53 Sun, 03/31/2019
5000-1221 Extension of Gulf Opportunity Pilot Loan Program
PDF icon 5000-1221.pdf
Sat, 2014-06-14 00:55
5000-1163 Issuance of  SOP 50 10 (5)c - Lender and Development Company Loan Programs
PDF icon Issuance of SOP 50 10 (5)c - Lender and Development Company Loan Programs
Sat, 2014-06-14 00:55
468 SBA Short Form 468 (Partnership): Quarterly Financial Report
PDF icon SBA Short Form 468 (Partnership): Quarterly Financial Report
Thu, 2016-08-18 17:02 Tue, 10/31/2017
FAQs 504 Loan Program
PDF icon FAQs_504LoanProgram
Sat, 2014-06-14 00:50
424A Standard Form 424A: Budget Information - Non-Construction Programs
PDF icon SF-424A.pdf
Sat, 2014-06-14 00:50 Sun, 11/03/2013
60 03 6 Subcontracting Assistance Program
PDF icon Subcontracting Assistance Program
Tue, 2015-12-22 12:39
Certification of Cash Match and Program Income
PDF icon Match Certification of Cash Match & Prog Inc - For Annual Budget
Sat, 2014-06-14 00:50 Thu, 10/17/2013
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
1246 Application for Certification as a Certified Development Company
PDF icon serv_tools_forms_lender_1246.pdf
Sat, 2014-06-14 00:50 Thu, 12/12/2013
5000-1094 Auto Dealers Outreach Campaign
PDF icon Auto Dealers Outreach Campaign
Sat, 2014-06-14 00:55
5000-1172 7(a) and 504 Fees Effective On October 1, 2010
PDF icon 7(a) and 504 Fees Effective On October 1, 2010
Sat, 2014-06-14 00:55 Thu, 09/01/2011
HUBZone Program Certification for Applicants Owned by Small Agricultural Cooperatives
PDF icon HUBZone Program Certification for Applicants Owned by Small Agricultural Cooperatives
Wed, 2016-10-05 17:26 Sun, 06/30/2019
2402 Form of Detached Assignment for U.S. Small Business Administration Pool Certificate for the First Lien Position 504 Loan Pools (FMLP)
PDF icon tools_sbf_forms_2402.pdf
Sat, 2014-06-14 00:50 Fri, 04/30/2010
CDC 504/503 Litigation Plan
Microsoft Office document icon CDC 504/503 Litigation Plan
Sat, 2014-06-14 00:50 Fri, 11/01/2013
5000-1359 Revised IRS Form 4506-T and Updated Internal Revenue Service (IRS) contact information
PDF icon Form 5000-1359
Fri, 2016-09-23 18:22 Tue, 11/01/2016
994 Application for Surety Bond Guarantee Assistance
PDF icon SBA Form 994
Tue, 2016-06-28 16:12 Sun, 03/31/2019
5000-1219 1st Quarter "Peg" Rate and Direct Interest Rate
PDF icon 5000-1219.pdf
Sat, 2014-06-14 00:55
5000-1187 Intermediary Lending Pilot Program
PDF icon Intermediary Lending Pilot Program
Sat, 2014-06-14 00:55 Tue, 11/01/2011
413 Personal Financial Statement 7(a)/504 Loans and Surety Bonds
PDF icon Personal Financial Statement 7(a)/504 Loans and Surety Bonds
Tue, 2015-12-01 17:05 Wed, 01/31/2018
Request for Loan Reinstatement
PDF icon REINSTATE_F
Wed, 2014-08-06 12:51
90 01 4 Size Determination Program and Review of Size Standards
PDF icon Size Determination Program and Review of Size Standards
Tue, 2015-12-22 11:56
722 SBA FORM 722 (10-02)
PDF icon SBA Form 722 Equal Opportunities
Closing Sat, 2014-06-14 00:50 Fri, 10/14/2011
5000-1288 7(a) and 504 Fees Effective on October 1, 2013
PDF icon 5000-1288.pdf
Sat, 2014-06-14 00:55
1031 SBA Form 1031: Portfolio Financing Report
PDF icon SBA Form 1031 OMB approved
Wed, 2016-07-13 21:05 Tue, 10/31/2017
5000-1097 Implementation of Section 501 of the Recovery Act - Fee Elimination Provisions
PDF icon Implementation of Section 501 of the Recovery Act - Fee Elimination Provisions
Sat, 2014-06-14 00:55
5000-1175 Small Business Jobs Act: New Alternative Size Standard for 7(a) and 504 Loans
PDF icon Small Business Jobs Act: New Alternative Size Standard for 7(a) and 504 Loans
Sat, 2014-06-14 00:55 Thu, 09/01/2011
2434 SBA Form 2434: 5 Yr Energy Saving Debenture Certification
PDF icon SBA Form 2434 - 5 Yr Energy Saving Debenture Certification revised 8-12.pdf
Sat, 2014-06-14 00:50
2318 America’s Recovery Capital (ARC) Loan
PDF icon serv_tools_forms_lender_2318.pdf
Sat, 2014-06-14 00:50 Fri, 03/07/2014

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