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 Stagesort descending Last updated Effective Date Expiration Date
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
HUBZone Program Certification for Applicants Owned by Indian Tribal Government
PDF icon HUBZone Program Certification for Applicants Owned by Indian Tribal Governments
Sat, 2014-06-14 00:50 Wed, 10/31/2012
468 SBA Form 468 Schedule 11: Annual Financial Report
PDF icon SBA Form 468 Schedule 11: Annual Financial Report
Sat, 2014-06-14 00:50 Sat, 11/02/2013
FAQs 504 Loan Program
PDF icon FAQs_504LoanProgram
Sat, 2014-06-14 00:50
5000-1953 Updated 504 Program Forms: 1244, 2450, 2234 (Part C)
PDF icon 5000-1953.pdf
Thu, 2017-08-17 12:04 Wed, 08/01/2018
5000-1104 New Alternative Size Standard for 7(a) Loans Published
PDF icon New Alternative Size Standard for 7(a) Loans Published
Sat, 2014-06-14 00:55 Sat, 05/01/2010
5000-1310 SOP 50 10 5(F) Technical Corrections
PDF icon 5000-1310.pdf
Fri, 2014-06-27 13:55 Tue, 03/01/2016
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
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
503/504 Liquidation Wrap Up Report
Microsoft Office document icon 504wrapupreport.doc
Sat, 2014-06-14 00:50 Wed, 01/01/2014
Small Loan Submission Checklist & Cover Sheet
PDF icon Small Loan Submission Checklist & Cover Sheet (G).pdf
Tue, 2014-11-25 15:05 Wed, 09/30/2015
5000-1143 Additional Funding Available and Extension of Authority for 7(a) and 504 Recovery Act Loans
PDF icon Additional Funding Available and Extension of Authority for 7(a) and 504 Recovery Act Loans
Sat, 2014-06-14 00:55 Tue, 03/01/2011
1506 Servicing Agent Agreement
PDF icon SBA_Form_1506.pdf
Wed, 2017-04-19 15:06 Fri, 05/31/2019
CDC Checklist for Submitting a 504 Loan Application
Microsoft Office document icon CDC Checklist for Submitting a 504 Loan Application
Sat, 2014-06-14 00:50 Fri, 11/01/2013
159 Compensation Agreement For Services In Connection With Application And Loan From (Or In Participation With) Small Business Administration
PDF icon Form 159(7a)
Thu, 2015-04-23 15:37 Tue, 10/31/2017
Other 7(a) Loan Submission Checklist & Cover Sheet
PDF icon 7a_Loan_Submission_Checklist_Cover_Sheet_H.pdf
Tue, 2016-02-09 16:31 Wed, 09/30/2015
5000-1191 Microloan Program Waivers under the Small Business Jobs Act (PL 111-240)
PDF icon Microloan Program Waivers under the Small Business Jobs Act (PL 111-240)
Sat, 2014-06-14 00:55
5000-1231 SOP 50 10 5(D) - Credit Alert Verification Reporting System (CAIVRS)
PDF icon 5000-1231
Sat, 2014-06-14 00:55 Wed, 03/13/2013
60 06 3 Property Sales Assistance Program
PDF icon Property Sales Assistance Program_Pdf Version, File Property Sales Assistance Program_Word Version
Tue, 2015-12-22 12:08
Certification Regarding Drug Free Workplace Requirements
PDF icon Certification Regarding Drug Free Workplace Requirements
Sat, 2014-06-14 00:50 Thu, 10/13/2011
1010 8(a) Business Development (BD) Program Application
PDF icon 8(a) Business Development (BD) Program Application
Tue, 2015-04-21 12:37 Sun, 04/30/2017
27F SBA Form 27F: Energy Saving Debenture Opinion of Counsel
PDF icon SBA Form 27F Energy Saving Debenture Opinion of Counsel.pdf
Sat, 2014-06-14 00:50
5000-1174 Small Business Jobs Act: Dealer Floor Plan Pilot Program
PDF icon Small Business Jobs Act: Dealer Floor Plan Pilot Program
Sat, 2014-06-14 00:55 Thu, 09/01/2011
5000-1078 CY 2009 Schedule of 1502 Report & Payment Due Dates for 7(a) Loans
PDF icon CY 2009 Schedule of 1502 Report & Payment Due Dates for 7(a) Loans
Sat, 2014-06-14 00:55 Thu, 10/01/2009
5000-1356 The Veteran’s Entrepreneurship Act of 2015: Fee Relief for Veterans and Credit Elsewhere
PDF icon The Veteran’s Entrepreneurship Act of 2015: Fee Relief for Veterans and Credit Elsewhere
Thu, 2015-10-01 17:11 Thu, 10/01/2015
50 10 5(G) Lender and Development Company Loan Programs
PDF icon SOP 50 10 5G Track changes version, PDF icon SOP 50 10 5 G FINALWEB VERSION - CLEAN Eff, 10-1-2014
Thu, 2014-09-25 11:21 Wed, 10/01/2014 - 11:15
1368 Additional Filing Requirements Economic Injury Disaster Loan (EIDL), and Military Reservist Economic Injury Disaster Loan (MREIDL)
PDF icon serv_da_all_loanapp_5.pdf
Tue, 2015-03-17 12:18 Wed, 01/31/2018
2162 SBA Form 2162: 10-Yr LMI Debenture Certification Form
PDF icon SBA Form 2162:10-Yr LMI Debenture Certification Form
Sat, 2014-06-14 00:50 Sat, 11/02/2013
SLPC 504 email notifications for CURRENT loan
PDF icon SLPC 504 email notifications for CURRENT loan
Sat, 2014-06-14 00:50
Express Purchase Demand Kit
PDF icon Express Purchase Demand Kit
Thu, 2017-03-30 11:20 Thu, 03/30/2017
5000-1133 Calendar Year 2010 Schedule of 1502 Report & Payment due dates for 7(a) Loans
PDF icon Calendar Year 2010 Schedule of 1502 Report & Payment due dates for 7(a) Loans
Sat, 2014-06-14 00:55 Wed, 12/01/2010
5000-1290 Issuance of SOP 50 10 5(F) – Lender and Development Company Loan Programs
PDF icon 5000-1290.pdf
Sat, 2014-06-14 00:55
90 75 3 Outreach Activities
PDF icon SOP90754.pdf
Tue, 2017-06-27 15:25 Tue, 07/26/2016 - 12:30
912 Statement of Personal History
PDF icon SBA Form 912
Tue, 2016-12-06 14:51 Fri, 05/31/2019
7(a) LGPC Submission Tools & Instructions
Fri, 2014-12-05 15:55 Wed, 09/30/2015
1405A Stockholder's Confirmation for Corporate SBICs
PDF icon SBA Form 1405A_part_12-31-16.pdf
Sat, 2014-06-14 00:50 Sat, 12/31/2016
5000-1155 Verification of Alien Status for SBA 7(a) and 504 Loan Applicants
PDF icon Verification of Alien Status for SBA 7(a) and 504 Loan Applicants
Sat, 2014-06-14 00:55 Wed, 06/01/2011
5000-1214 4th Quarter "Peg" Rate and Direct Interest Rate FY 2011
PDF icon 5000-1214.pdf
Sat, 2014-06-14 00:55 Fri, 06/01/2012
5000-1399 Issuance of SOP 50 10 5(I) with Revised Franchise Review Procedures and Changes to Credit Elsewhere
PDF icon Franchise_Notice_5000-1399.pdf
Wed, 2016-12-07 11:40 Wed, 11/01/2017
898 Advisory Committee Membership Nominee Information Form
PDF icon forms_mis898.pdf
Sat, 2014-06-14 00:50 Wed, 11/30/2011
2217 SBA Form 2217: Request for SBA Approval of Management Services Fees
PDF icon SBA Form 2217: Request for SBA Approval of Management Services Fees
Sat, 2014-06-14 00:50 Sun, 07/31/2005
CDC SBA - Serviced Loans Quarterly Status Report
PDF icon CDC SBA-serviced Loans QuarterlyStatusReport
Wed, 2014-12-31 12:16
5000-803 Procedures for Expedited Purchase of SBAExpress, Export Express and CommunityExpress Loans in Liquidation
Microsoft Office document icon Procedures for Expedited Purchase of SBAExpress, Export Express and CommunityExpress Loans in Liquidation
Sat, 2014-06-14 00:55 Sat, 10/26/2013
5000-1096 50 10 5(A) policy regarding the financing of goodwill
PDF icon 50 10 5(A) policy regarding the financing of goodwill
Sat, 2014-06-14 00:55
5000-1322 Clarification of the Ineligibility of Certain Passive Business Models
PDF icon 5000-1322
Fri, 2014-10-17 14:07 Thu, 10/01/2015
50 53 Lender Supervision and Enforcement
PDF icon SOP 50 53
Sat, 2014-06-14 01:14 Fri, 10/01/2010 - 00:00
270 Request for Advance or Reimbursement
PDF icon forms_sf_270.pdf
Sat, 2014-06-14 00:50 Thu, 12/12/2013
424A Standard Form 424A: Budget Information - Non-Construction Programs
PDF icon SF-424A.pdf
Sat, 2014-06-14 00:50 Sun, 11/03/2013
2408 Voluntary Decertification Agreement
PDF icon SBA Form 2408.pdf
Sat, 2014-06-14 00:50
5000-1185 Secondary Market Changes Resulting from Small Business Jobs Act of 2010
PDF icon Secondary Market Changes Resulting from Small Business Jobs Act of 2010
Sat, 2014-06-14 00:55 Sat, 10/01/2011

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