Jump to Main Content
USA flagAn Official Website of the United States Government

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
5000-1087 New IRS Tax Verification Alternative
New IRS Tax Verification Alternative
Sat, 2014-06-14 00:55 Tue, 12/01/2009
5000-1344 7(a) Loan Program Authorization Level
5000-1344.pdf
Thu, 2015-07-23 10:43 Fri, 07/01/2016
2287 Third Party Lender Agreement
New SBA Form 2287 Third Party Lender_review.pdf
Sat, 2014-06-14 00:50
CDC 504/503 Litigation Plan
CDC 504/503 Litigation Plan
Sat, 2014-06-14 00:50 Fri, 11/01/2013
Debit Authorization (SBICs)
Debit Authorization (SBICs)
Sat, 2014-06-14 00:50 Wed, 01/01/2014
750EX Supplemental Guaranty Agreement Export Working Capital Program
750 EX Blank 2011
Tue, 2014-11-04 14:17 Tue, 11/04/2014
5000-1148 3rd Quarter Peg Rate, Direct Interest Rate, and Maximum Interest Rate of a Third Party Lender Loan for a 504 Project
3rd Quarter Peg Rate, Direct Interest Rate, and Maximum Interest Rate of a Third Party Lender Loan for a 504 Project
Sat, 2014-06-14 00:55 Fri, 04/01/2011
LLL Disclosure of Lobbying Activities
Disclosure of Lobbying Activities.pdf
Sat, 2014-06-14 00:50 Thu, 10/17/2013
1010-NHO 8(a) Business Development (BD) Program Application Native Hawaiian Organization-Owned Concern
8(a) Business Development (BD) Program Application Native Hawaiian Organization-Owned Concern
Tue, 2015-04-21 10:02 Sun, 04/30/2017
Important Document Request for Sole Proprietors
Important Document Request for Sole Proprietors.pdf
Sat, 2014-06-14 00:50
5000-1165 Gulf Opportunity Pilot Loan Program Waiver of Personal Resources Test
Gulf Opportunity Pilot Loan Program Waiver of Personal Resources Test
Sat, 2014-06-14 00:55 Thu, 09/01/2011
5000-1202 Surety Bond Guarantee Program - Timber Sale Contracts and Increased Contract Limit in Major Disaster Areas
5000-1202.pdf
Sat, 2014-06-14 00:55 Thu, 03/01/2012
SOP 50 53 Lender Supervision and Enforcement
Lender Supervision and Enforcement PDF Version, Lender Supervision and Enforcement Word Version
Sat, 2014-06-14 01:14
HUBZone Program Certification for Applicants Owned by Small Agricultural Cooperative
HUBZone Program Certification for Applicants Owned by Small Agricultural Cooperatives
Sat, 2014-06-14 00:50 Wed, 10/31/2012
468 SBA Form 468 Schedule 9: Annual Financial Report
SBA Form 468 Schedule 9: Annual Financial Report
Sat, 2014-06-14 00:50 Sat, 11/02/2013
How to Submit PCLP Loan Applications
PCLPinstructions.pdf
Sat, 2014-06-14 00:50
FEE DISCLOSURE FORM AND COMPENSATION AGREEMENT
3245-0201_Form_159504_8-19-14_NewE.pdf
Thu, 2015-04-23 12:19 Tue, 10/31/2017
5000-1104 New Alternative Size Standard for 7(a) Loans Published
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
5000-1310.pdf
Fri, 2014-06-27 13:55 Tue, 03/01/2016
1405A Ownership Confirmation for Partnership SBICs
SBA Form 1405A_part_12-31-13.pdf
Sat, 2014-06-14 00:50 Tue, 12/31/2013
2320 Unconditional Guarantee (ARC) Loan
tools_sbf_forms_2320.pdf
Sat, 2014-06-14 00:50 Fri, 03/07/2014
856 Disclosure Statement Leveraged Licensees
SBA Form 856 7-31-15.pdf
Sat, 2014-06-14 00:50 Fri, 07/31/2015
5000-1143 Additional Funding Available and Extension of Authority for 7(a) and 504 Recovery Act Loans
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
5000-1225 Additional Changes to 504 Certified Development Company Loan Program Regarding Debt Refinancing Authorized by the Jobs Act
Additional Changes to 504 Certified Development Company Loan Program Regarding Debt Refinancing Authorized by the Jobs Act
Sat, 2014-06-14 00:55 Mon, 10/01/2012
2101 CDC Certification
SBA_Form_2101_new.pdf
Sat, 2014-06-14 00:50
Pre-Application Review Request
Pre-Application_Review_Request_Coversheet_9-13.pdf
Sat, 2014-06-14 00:50
503/504 Liquidation Wrap Up Report
504wrapupreport.doc
Sat, 2014-06-14 00:50 Wed, 01/01/2014
2303 504 DEBENTURE CLOSING CHECKLIST FOR COMPLETE FILE REVIEW
Form 2302 504 Closing Checklist for Complete File Review
Thu, 2014-09-25 15:49
5000-1191 Microloan Program Waivers under the Small Business Jobs Act (PL 111-240)
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)
5000-1231
Sat, 2014-06-14 00:55 Wed, 03/13/2013
50 53 Lender Supervision and Enforcement
SOP 50 53
Sat, 2014-06-14 01:14 Fri, 10/01/2010 - 00:00
1711 SBA Form 1711 - Certification Regarding Lobbying
SBA Form 1711 - Certification Regarding Lobbying
Sat, 2014-06-14 00:50 Thu, 10/13/2011
Little Rock CLC Letter
Little Rock CLC Letter
Sat, 2014-06-14 00:50 Tue, 11/05/2013
FAQs ARC Loans
FAQs_ARCLoans.pdf
Sat, 2014-06-14 00:50
5000-1174 Small Business Jobs Act: Dealer Floor Plan Pilot Program
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
CY 2009 Schedule of 1502 Report & Payment Due Dates for 7(a) Loans
Sat, 2014-06-14 00:55 Thu, 10/01/2009
60 06 (3) Property Sales Assistance Program
Property Sales Assistance Program_Pdf Version, Property Sales Assistance Program_Word Version
Sat, 2014-06-14 01:14
2202 Schedule of Liabilities
tools_sbf_sba202.pdf
Sat, 2014-06-14 00:50 Thu, 12/12/2013
27C SBA Form 27C: LMI Debenture Opinion of Counsel
SBA Form 27C: LMI Debenture Opinion of Counsel
Sat, 2014-06-14 00:50 Sat, 11/02/2013
ARC Loan Liquidation Form
ARC Liqudation form_.pdf
Sat, 2014-06-14 00:50 Sun, 06/30/2013
Alternative LGPC 10-Tab Template
LGPC 10-Tab Template 11-20-14.pdf
Tue, 2014-11-25 15:27 Wed, 09/30/2015
5000-1133 Calendar Year 2010 Schedule of 1502 Report & Payment due dates for 7(a) Loans
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
5000-1290.pdf
Sat, 2014-06-14 00:55
40 03 3 Disclosure of Information
SOP 40 03 3
Mon, 2014-07-28 13:32 Wed, 08/04/2004 - 13:30
413 (7a/504/SBG) Personal Financial Statement
SBA Form 413 (7a-504-SBG)
Thu, 2015-03-19 15:55 Wed, 01/31/2018
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
5000-1155 Verification of Alien Status for SBA 7(a) and 504 Loan Applicants
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
5000-1214.pdf
Sat, 2014-06-14 00:55 Fri, 06/01/2012
SOP 90 75 (3) Outreach Activities
Outreach Activities
Sat, 2014-06-14 01:14
1261 Statements Required by Laws and Executive Orders
forms_mis1261.pdf
Sat, 2014-06-14 00:50 Thu, 12/12/2013

Pages