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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
1711 SBA Form 1711 - Certification Regarding Lobbying
PDF icon SBA Form 1711 - Certification Regarding Lobbying
Sat, 2014-06-14 00:50 Thu, 10/13/2011
1623 SBA Form 1623: Certification Regarding Debarment, Suspension, and Other Responsibility Matters Primary Covered Transactions
PDF icon SBA Form 1623 - Certification Regarding Debarment, Suspension, and Other Responsibility Matters Primary Covered Transactions
Tue, 2014-12-16 17:16
160 SBA Form 160: Resolution of Board of Directors
PDF icon SBA Form 160: Resolution of Board of Directors
Sat, 2014-06-14 00:50 Sun, 11/03/2013
147 SBA Form 147: Note - 7(a) Loans
PDF icon SBA Form 147, PDF icon SBA INST 147, PDF icon SBA INST 147
Closing Sat, 2014-06-14 00:50 Mon, 06/03/2002
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
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
1081 SBA Form 1081: Statement of Personal History for Non-bank Lenders, CDCs and Micro-Lenders
PDF icon SBA FORM 1081.pdf
Tue, 2014-10-28 11:36 Fri, 09/30/2016
1059 SBA Form 1059: Security Agreement
PDF icon SBA Form 1059, PDF icon SBA INST 1059
Closing Sat, 2014-06-14 00:50 Sun, 11/03/2013
1031 SBA Form 1031: Portfolio Financing Report
PDF icon SBA Form 1031 OMB approved
Wed, 2016-07-13 21:05 Tue, 10/31/2017
5000-1372 SBA Express/Export Express Loan Authorization Issued
PDF icon SBA Express/Export Express Loan Authorization Issued
Tue, 2016-01-26 11:46
1366 SBA Disaster Assistance Program SBA Form 1366 Borrower's Progress Certification
PDF icon tools_sbf_form1366.pdf
Sat, 2014-06-14 00:50 Sun, 03/31/2013
SBA Charge Off Tabs/Wrap-Up Report
PDF icon SBA Charge Off Tabs/Wrap-Up Report
Tue, 2016-02-09 15:44 Mon, 04/04/2016
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
90 54 5 SBA Advisory Councils
PDF icon SBA Advisory Councils
Tue, 2015-12-22 12:44 Fri, 05/04/2001 - 00:00
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
Risk Management Data Base Form
PDF icon bank_risk_database_mangment.pdf
Sat, 2014-06-14 00:50 Fri, 01/31/2014
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
5000-1241 Revisions to Export Working Capital Program, Export Express and International Trade Loan Programs -- Changes Incorporated into SOP 50 10 5(E)
PDF icon 5000-1241.pdf
Sat, 2014-06-14 00:55 Wed, 05/01/2013
5000-1252 Revision to SOP 50 10 5(E)
PDF icon 5000-1252.pdf
Sat, 2014-06-14 00:55
5000-1194 Revised SBA Form 1086, Secondary Participation Guaranty Agreement and Form 1502, Guaranty Loan Status & Lender Remittance Form
PDF icon Revised SBA Form 1086, Secondary Participation Guaranty Agreement and Form 1502, Guaranty Loan Status & Lender Remittance Form
Sat, 2014-06-14 00:55 Sat, 01/01/2011
5000-1332 Revised Risk-Based Review Protocol for SBA Operations of Federally Regulated 7(a) Lenders
PDF icon 5000-1332
Wed, 2015-02-04 11:49 Tue, 12/01/2015
5000-1359 Revised IRS Form 4506-T and Updated Internal Revenue Service (IRS) contact information
PDF icon Form 5000-1359
Tue, 2015-12-01 11:34 Tue, 11/01/2016
2000-833 Revised Form 912
PDF icon 2000-833.pdf
Sat, 2014-06-14 00:55 Sun, 06/01/2014
5000-1240 Revised and Expanded Small Loan Advantage – Changes Incorporated into SOP 50 10 5(E)
PDF icon 5000-1240.pdf
Sat, 2014-06-14 00:55 Wed, 05/01/2013
Reverse PIF
PDF icon Reverse_PIF
Servicing Thu, 2014-07-31 14:45
1528 Resolution of the Board of Directors
PDF icon SBA FORM 1528
Thu, 2015-10-01 10:38 Thu, 12/12/2013
REQUIREMENTS FOR DISASTER LOAN SERVICING ACTIONS - SANTA ANA NDLRC
Tue, 2016-06-21 10:55 Sat, 12/31/2016
REQUIREMENTS FOR DISASTER LOAN SERVICING ACTIONS - EL PASO DLSC
Fri, 2016-06-24 14:37 Sat, 12/31/2016
REQUIREMENTS FOR DISASTER LOAN SERVICING ACTIONS - BIRMINGHAM DLSC
Fri, 2016-06-24 15:27 Sat, 12/31/2016
5000-1329 Required use of E-Tran by all 7(a) Lenders for Certain Unilateral Servicing and Liquidation Actions
PDF icon 5000-1329
Tue, 2014-12-09 10:22 Mon, 02/01/2016
2000-744 Required TINs in CPC System
PDF icon Required TINs in CPC System
Sat, 2014-06-14 00:55 Mon, 12/01/2008
Request to Honor SBA 7(a) Loan Guaranty
PDF icon bank_demandletter.pdf
Sat, 2014-06-14 00:50 Fri, 01/31/2014
Request for Loan Reinstatement
PDF icon REINSTATE_F
Wed, 2014-08-06 12:51
Request for Loan Reinstatement
Microsoft Office document icon Request for Loan Reinstatement
Sat, 2014-06-14 00:50 Sat, 10/26/2013
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
4506 Request for Copy of Tax Return
PDF icon Form_4506-T_FINAL.pdf
Tue, 2015-11-24 15:36
Request for Approval of Transfer Certificate
PDF icon Request for Approval of Transfer Certificate
Sat, 2014-06-14 00:50 Thu, 10/17/2013
270 Request for Advance or Reimbursement
PDF icon forms_sf_270.pdf
Sat, 2014-06-14 00:50 Thu, 12/12/2013
1790 Representatives Used and Compensation Paid fof Services in Connection with Obtaining Federal Contracts
PDF icon SBA Form 1790.pdf
Wed, 2015-06-03 14:51 Sat, 10/31/2015
275 Reinsurance Agreement In Favor of the United States
PDF icon GSA Standard Form 275 - Reinsurance Agreement In Favor of the United States
Sat, 2014-06-14 00:50 Thu, 10/17/2013
Reinstatement of SBA Guaranty
Microsoft Office document icon Reinstatement of SBA Guaranty
Sat, 2014-06-14 00:50 Fri, 11/01/2013
Regular 7(a) Guaranty Purchase Package Tabs
PDF icon Regular 7(a) Guaranty Purchase Package Tabs
Guaranty Purchase Wed, 2015-12-16 11:20 Sun, 01/01/2017
5000-1105 Recovery Act – Restricted Uses of Funds
PDF icon Recovery Act – Restricted Uses of Funds
Sat, 2014-06-14 00:55 Sat, 05/01/2010
5000-1119 Recovery Act – Microloan Recipient Reporting
PDF icon Recovery Act – Microloan Recipient Reporting
Sat, 2014-06-14 00:55
5000-1134 Recovery Act Loan Documentation Requirements and Restrictions
PDF icon Recovery Act Loan Documentation Requirements and Restrictions
Sat, 2014-06-14 00:55 Wed, 12/01/2010
5000-1103 Recovery Act - Treatment of cancellations of loans approved prior to the Recovery Act
PDF icon Recovery Act - Treatment of cancellations of loans approved prior to the Recovery Act
Sat, 2014-06-14 00:55 Mon, 03/01/2010
5000-1100 Recovery Act - Increase of Surety Bond Guarantee Amount to $5 million
PDF icon Recovery Act - Increase of Surety Bond Guarantee Amount to $5 million
Sat, 2014-06-14 00:55 Mon, 03/01/2010
5000-1101 Recovery Act - Changes to 504 Job Opportunity Requirements
PDF icon Recovery Act - Changes to 504 Job Opportunity Requirements
Sat, 2014-06-14 00:55
5000-1382 Reauthorization of 504 Debt Refinancing Program
PDF icon Reauthorization of 504 Debt Refinancing Program
Mon, 2016-06-06 13:44 Mon, 05/01/2017
5000-1153 Reactivation of Recovery Loan Queues for 7(a) and 504 Recovery Act Loans
PDF icon Reactivation of Recovery Loan Queues for 7(a) and 504 Recovery Act Loans
Sat, 2014-06-14 00:55 Sun, 05/01/2011

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