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
424A Standard Form 424A: Budget Information - Non-Construction Programs
PDF icon SF-424A.pdf
Sat, 2014-06-14 00:50 Sun, 11/03/2013
5C Disaster Home Loan Application
PDF icon serv_da_sba_form_5c_0_0.pdf
Thu, 2015-07-02 13:19 Wed, 01/31/2018
5000-1173 Small Business Jobs Act: Extension of Authority for 7(a) and 504 Recovery Loans
PDF icon Small Business Jobs Act: Extension of Authority for 7(a) and 504 Recovery Loans
Sat, 2014-06-14 00:55 Thu, 09/01/2011
5000-1077 Participating Lenders’Administration of SBA-Guaranteed Loans
PDF icon Participating Lenders’Administration of SBA-Guaranteed Loans
Sat, 2014-06-14 00:55 Thu, 10/01/2009
160A U.S. Small Business Administration Certificate as to Partners
PDF icon Form 160A
Tue, 2015-10-13 15:27 Sat, 10/01/2016
2234 (Part B) Supplemental Information for PCLP Processing
PDF icon SBA Form 2234 Part B (Instructions), PDF icon sba_forms_2234B
Fri, 2016-06-03 10:23 Fri, 09/30/2016
CDC 504/503 Litigation Plan
PDF icon CDC 504/503 Litigation Plan
Wed, 2016-12-07 11:05 Fri, 11/01/2013
2288R Interim Lender Certification for Refinanced Loan
PDF icon SBA Form 2288R
Tue, 2016-06-07 08:50 Fri, 09/30/2016
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
5000-1128 New Maximum Allowable Fixed Rate for 7(a) Loans
PDF icon New Maximum Allowable Fixed Rate for 7(a) Loans
Sat, 2014-06-14 00:55 Fri, 10/01/2010
5000-1294 Clarification of Fee Reductions for 7(a) Loans of $150,000 or Less in FY2014
PDF icon 5000-1294 (2).pdf
Sat, 2014-06-14 00:55
50 10 5(B) Lender and Development Company Loan Programs
PDF icon Lender and Development Company Loan Programs, PDF icon Lender and Development Company Loan Programs (with tracked changes)
Sat, 2014-06-14 01:14 Thu, 10/01/2009 - 00:00
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
1010-NHO 8(a) Business Development (BD) Program Application Native Hawaiian Organization-Owned Concern
PDF icon 8(a) Business Development (BD) Program Application Native Hawaiian Organization-Owned Concern
Tue, 2015-04-21 10:02 Sun, 04/30/2017
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
5000-1154 Administration of Recovery Loan Queues for 7(a) and 504 Recovery Loans
PDF icon Administration of Recovery Loan Queues for 7(a) and 504 Recovery Loans
Sat, 2014-06-14 00:55 Wed, 06/01/2011
5000-1217 Lender and Development Company Loan Programs
PDF icon 5000-1217.pdf
Sat, 2014-06-14 00:55
912 Statement of Personal History
PDF icon SBA Form 912
Tue, 2016-12-06 14:51 Fri, 05/31/2019
SBA Wire Transfer Form
PDF icon bank_wire_instructions_new.pdf
Sat, 2014-06-14 00:50 Fri, 01/31/2014
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
5000-1144 Limitation on Additional Funding for Fee Relief and Higher Guaranty Loans
PDF icon Limitation on Additional Funding for Fee Relief and Higher Guaranty Loans
Sat, 2014-06-14 00:55 Tue, 03/01/2011
5000-1224 504 Debenture Funding Schedule for Calendar Year 2012
Sat, 2014-06-14 00:55 Mon, 10/01/2012
50 50 4 (D) Loan Servicing
Tue, 2015-12-22 11:51
3300 Award Nomination Form
PDF icon SBA Form 3300 Award Nomination Form
Sat, 2014-06-14 00:50 Mon, 03/31/2014
272 Standard Form 272: Federal Cash Transaction Report
PDF icon Standard Form 272: Federal Cash Transaction Report
Sat, 2014-06-14 00:50 Sat, 11/02/2013
5000-1184 Small Business Jobs Act of 2010: Changes to the Microloan Program
PDF icon Small Business Jobs Act of 2010: Changes to the Microloan Program
Sat, 2014-06-14 00:55 Sat, 10/01/2011
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
2000-2004 SBA Information Notice
PDF icon 2000-2004.pdf
Tue, 2015-05-26 16:12 Tue, 05/26/2015
10 09 SBIC Internal Examinations Guidelines
PDF icon SOP 10 09
Tue, 2016-06-07 18:42 Mon, 10/28/2013 - 17:15
1506 Servicing Agent Agreement
PDF icon SBA Form 1506 new
Tue, 2016-08-02 11:09 Fri, 05/31/2019
Pre-Application Review Request
PDF icon Pre-Application_Review_Request_Coversheet_9-13.pdf
Sat, 2014-06-14 00:50
25 PC Model Corporate Resolution for SBA Commitment
PDF icon SBA Form 25-PC version 06-15.pdf
Fri, 2015-07-17 12:46 Mon, 04/30/2018
Other 7(a) Loan Document Preparation Instructions
PDF icon Other 7(a) Loan Document Preparation Instructions_.pdf
Tue, 2014-11-25 15:25 Wed, 09/30/2015
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
5000-1260 Change to SOP 50 10 5(E) and Release of Alternative Small Loan Advantage (SLA) Authorization
PDF icon 5000-1260.pdf
Sat, 2014-06-14 00:55
A9, A10, A11, A12 Budget Detail Worksheet for Twelve Month Period (Non-Construction Programs)
PDF icon A9 - A12 Detailed Budget Worksheet
Sat, 2014-06-14 00:50 Thu, 10/13/2011
Little Rock CLC Letter
PDF icon Little Rock CLC Letter
Sat, 2014-06-14 00:50 Tue, 11/05/2013
Important HUBZone Document Request for Corporations
PDF icon Important HUBZone Document Request for Corporations.pdf
Sat, 2014-06-14 00:50
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
5000-1199 Expiration of Small Business Jobs Act Authority and Closing of the Loan Queues
PDF icon bank_5000-1199.pdf
Sat, 2014-06-14 00:55 Thu, 03/01/2012
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
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
27C SBA Form 27C: LMI Debenture Opinion of Counsel
PDF icon SBA Form 27C: LMI Debenture Opinion of Counsel
Sat, 2014-06-14 00:50 Sat, 11/02/2013
e504 Guide for CDCs
PDF icon CDC_Guide_for_e504_v7.0
Mon, 2016-10-17 13:13
REQUIREMENTS FOR DISASTER LOAN SERVICING ACTIONS - EL PASO DLSC
Tue, 2016-09-20 09:10 Sat, 12/31/2016
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
5000-1306 Update and Release of SBA Forms 1919 and 1920
PDF icon 5000-1306.pdf
Thu, 2014-07-10 15:23 Fri, 05/01/2015
50 10 5(E) Lender and Development Company Loan Programs
PDF icon SOP 50 10 5(E) (6-27-2013) change of ownership eff date 7-1-13 track changes.pdf, PDF icon SOP 50 10 5(E) (6-27-2013) change of ownership eff date 7-1-13 clean.pdf
Sat, 2014-06-14 01:14 Fri, 06/01/2012 - 00:00
FAQs Post Servicing Offer in Compromise
PDF icon FAQs_Post Servicing.pdf
Sat, 2014-06-14 00:50
2000-744 Required TINs in CPC System
PDF icon Required TINs in CPC System
Sat, 2014-06-14 00:55 Mon, 12/01/2008

Pages