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
Model Debenture SBIC, L.P. (Model Partnership Agreement) Version 3.0
File Model Debenture SBIC, L.P. (Model Partnership Agreement) Version 3.0
Fri, 2016-10-21 10:18 Thu, 03/31/2016
5000-1955 Fees for 7(a) Loans Made to Veteran-Owned Small Businesses
PDF icon Fees for 7(a) Loans Made to Veteran-Owned Small Businesses
Wed, 2017-08-23 10:16 Wed, 08/01/2018
2137 Small Business Week Consent for Disclosure of Information
PDF icon Small Business Week Consent for Disclosure of Information
Sat, 2014-06-14 00:50 Thu, 10/17/2013
5000-1276 SOP 50 57 Technical Corrections
PDF icon 5000-1276.pdf
Sat, 2014-06-14 00:55 Tue, 04/01/2014
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
5000-1101 Recovery Act - Changes to 504 Job Opportunity Requirements
PDF icon Recovery Act - Changes to 504 Job Opportunity Requirements
Sat, 2014-06-14 00:55
5000-1179 Calendar Year 2011 Schedule of 1502 Report & Payment due dates for 7(a) Loans
PDF icon Calendar Year 2011 Schedule of 1502 Report & Payment due dates for 7(a) Loans
Sat, 2014-06-14 00:55 Sat, 10/01/2011
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
1941C SBA Form 1941C: Financing Eligibility Statement - "Economic Disadvantage"
PDF icon SBA FORM 1941C 04-30-2017
Mon, 2015-03-30 15:47 Thu, 01/31/2013
5000-1351 PARRiS Risk-Based Review -- Revised Terminology
PDF icon 5000-1351
Fri, 2015-09-11 10:22 Thu, 09/01/2016
994F Schedule of Work in Process
PDF icon SBA Form 994F Application for Surety Bond Guarantee Assistance
Thu, 2016-05-12 13:21 Sun, 03/31/2019
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
468 SBA Short Form 468 (Corporate): Quarterly Financial Report
PDF icon SBA Short Form 468 (Corporate): Quarterly Financial Report
Thu, 2016-08-18 17:06 Tue, 10/31/2017
FAQs 504 Loan Program
PDF icon FAQs_504LoanProgram
Sat, 2014-06-14 00:50
425 Standard Form 425: Federal Financial Report
PDF icon Standard Form 425: Federal Financial Report
Sat, 2014-06-14 00:50 Mon, 10/31/2011
5000-1948 Updated 504 Program Forms: 1244, 2450, 2234 (Parts A, B, and C), 2288, and 2288R
PDF icon Updated 504 Program Forms: 1244, 2450, 2234 (Parts A, B, and C), 2288, and 2288R
Thu, 2017-05-18 10:38
Request for Approval of Transfer Certificate
PDF icon Request_for_Approval_of_Transfer_Certificate.pdf
Thu, 2017-06-29 15:34
5000-1262 Issuance of SOP 50 57, 7(a) Loan Servicing and Liquidation
PDF icon 5000-1262.pdf
Servicing Sat, 2014-06-14 00:55 Sat, 03/01/2014
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
5000-1104 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
5000-1183 Small Business Jobs Act of 2010: Changes to the 504 Loan Program
PDF icon Small Business Jobs Act of 2010: Changes to the 504 Loan Program
Sat, 2014-06-14 00:55 Sat, 10/01/2011
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
90 10 6 Audit Program
PDF icon Audit Program
Mon, 2017-01-30 16:04
1941B SBA Form 1941B: Financing Eligibility Statement - "Social Disadvantage" (For Individuals Who Are Not Members of a Designated Group)
PDF icon SBA_FORM_1941B_04-30-2017_review.pdf
Mon, 2015-03-30 15:55 Fri, 01/31/2014
5000-1344 7(a) Loan Program Authorization Level
PDF icon 5000-1344.pdf
Thu, 2015-07-23 10:43 Fri, 07/01/2016
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
5000-1202 Surety Bond Guarantee Program - Timber Sale Contracts and Increased Contract Limit in Major Disaster Areas
PDF icon 5000-1202.pdf
Sat, 2014-06-14 00:55 Thu, 03/01/2012
5000-1146 Additional Funding Available for Fee Relief and Higher Guaranty Loans
PDF icon Additional Funding Available for Fee Relief and Higher Guaranty Loans
Sat, 2014-06-14 00:55 Tue, 03/01/2011
DELEGATED LENDER Franchise/Agreement Review Request
PDF icon DELEGATED LENDER Franchise/Agreement Review Request
Fri, 2015-05-29 13:01 Sun, 05/29/2016
Request for Loan Reinstatement
PDF icon REINSTATE_F
Wed, 2014-08-06 12:51
424 Standard Form 424: Application for Federal Assistance
PDF icon Standard Form 424: Application for Federal Assistance
Sat, 2014-06-14 00:50 Sun, 11/03/2013
5000-1941 Changes to the Franchise Review Process for 7(a) and 504 Loans
PDF icon Notice_5000-1941_-_Franchise_Review_Process.pdf
Wed, 2017-02-22 11:39 Sun, 12/31/2017
424B Assurances - Non-Construction Programs
PDF icon SF 424b_ Assurances_Non_Construction Programs.pdf
Sat, 2014-06-14 00:50 Thu, 10/17/2013
5000-1252 Revision to SOP 50 10 5(E)
PDF icon 5000-1252.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
5000-1108 Change to 504 Certified Development Company Loan Program Regarding Debt Refinancing as a Result of Recovery Act
PDF icon Change to 504 Certified Development Company Loan Program Regarding Debt Refinancing as a Result of Recovery Act
Sat, 2014-06-14 00:55 Tue, 06/01/2010
5000-1156 Announcement and FAQs on OCRM Lender Portal Update
File Announcement and FAQs on OCRM Lender Portal Update
Sat, 2014-06-14 00:55 Wed, 06/01/2011
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
50 45 3 The Surety Bond Guarantee Program
PDF icon The Surety Bond Guarantee Program
Tue, 2015-12-22 12:13
Protective Bid Analysis Exhibit A
Microsoft Office document icon Protective Bid Analysis Exhibit A
Sat, 2014-06-14 00:50 Fri, 11/01/2013
5000-1337 504 Loan Closing Procedures
PDF icon 5000-1337.pdf
Tue, 2015-03-31 11:50 Tue, 03/01/2016
990 Surety Bond Guarantee Agreement
PDF icon SBA Form 990 in progress
Wed, 2016-04-20 16:57 Sun, 03/31/2019
5000-1122 504 Debenture Funding Schedule for Calendar Year 2010
PDF icon 504 Debenture Funding Schedule for Calendar Year 2010
Sat, 2014-06-14 00:55
413D Personal Financial Statement Disaster Programs
PDF icon 4 13 Personal Financial Statement
Tue, 2016-11-08 11:34 Wed, 01/31/2018
FAQs Payment Modifications
PDF icon FAQs_Payment Modifications.pdf
Sat, 2014-06-14 00:50
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
5000-1393 1st Quarter "Peg" Rate, Direct Interest Rate and Maximum Interest Rate of a Third Party Lender Loan for a 504 Project
PDF icon 1st_Quarter_Peg_Rate.pdf
Wed, 2017-01-18 11:12 Wed, 01/18/2017

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