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
4506 Request for Copy of Tax Return
PDF icon Form_4506-T_FINAL.pdf
Tue, 2015-11-24 15:36
7(a) / SBAExpress Servicing Action Checklist
PDF icon Servicing Action Checklist
Servicing Sat, 2014-06-14 00:50
1010B - CDC 8(a) Business Development (BD) Program Application Community Development Corporation-Owned Concern
PDF icon 8(a) Business Development (BD) Program Application Community Development Corporation-Owned Concern
Mon, 2015-04-20 15:18 Mon, 03/31/2014
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
5000-1306 Update and Release of SBA Forms 1919 and 1920
PDF icon 5000-1306.pdf
Thu, 2014-07-10 15:23 Fri, 05/01/2015
2287 Third Party Lender Agreement
PDF icon New SBA Form 2287 Third Party Lender_review.pdf
Sat, 2014-06-14 00:50
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
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
Debit Authorization (SBICs)
PDF icon Debit Authorization (SBICs)
Thu, 2016-06-23 11:23
468 SBA Form 468 (Partnership): Annual Financial Report
PDF icon SBA Form 468 (Partnership): Annual Financial Report
Thu, 2016-08-18 16:40 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
270 Request for Advance or Reimbursement
PDF icon forms_sf_270.pdf
Sat, 2014-06-14 00:50 Thu, 12/12/2013
5000-1221 Extension of Gulf Opportunity Pilot Loan Program
PDF icon 5000-1221.pdf
Sat, 2014-06-14 00:55
1150 Offer in Compromise
PDF icon sba_elending_clc_forms1150.pdf
Guaranty Purchase Sat, 2014-06-14 00:50 Thu, 12/12/2013
5000-1163 Issuance of  SOP 50 10 (5)c - Lender and Development Company Loan Programs
PDF icon Issuance of SOP 50 10 (5)c - Lender and Development Company Loan Programs
Sat, 2014-06-14 00:55
FEE DISCLOSURE FORM AND COMPENSATION AGREEMENT
PDF icon 3245-0201_Form_159504_8-19-14_NewE.pdf
Thu, 2015-04-23 12:19 Tue, 10/31/2017
ALP CDC Unilateral Action Notification
PDF icon ALP CDC UNILATERAL ACTION.pdf
Sat, 2014-06-14 00:50
1010B - AIT 8(a) Business Development (BD) Program Application American Indian - Tribally Owned Concern
PDF icon 8(a) Business Development (BD) Program Application American Indian - Tribally Owned Concern
Tue, 2015-04-21 14:06 Sun, 04/30/2017
50 30 8 Disaster Assistance Program - Posted 07-15
PDF icon Disaster Assistance Program - Posted 07-15
Tue, 2015-12-22 12:13
1979 Liquidation Plan Format
PDF icon Liquidation Plan Format
Liquidation Sat, 2014-06-14 00:50 Sat, 10/26/2013
5000-1305 Fiscal and Transfer Agent for 7(a) Loan Program
PDF icon 5000-1305.pdf
Fri, 2014-06-27 13:59 Thu, 01/01/2015
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
5000-1091 Centralization of Disaster Loans
PDF icon Centralization of Disaster Loans
Sat, 2014-06-14 00:55
5000-1169 Surety Bond Guarantee Program - Expiration of Recovery Act Provisions and Permanent Adoption of Size Standard
PDF icon Surety Bond Guarantee Program - Expiration of Recovery Act Provisions and Permanent Adoption of Size Standard
Sat, 2014-06-14 00:55 Thu, 09/01/2011
856 Disclosure Statement Leveraged Licensees
PDF icon SBA Form 856 7-31-15.pdf
Sat, 2014-06-14 00:50 Fri, 07/31/2015
1065 Applicant Licensee's Assurance of Compliance (Public Interest)
PDF icon SBA Form 1065_Review.pdf
Tue, 2015-06-16 15:44 Wed, 11/30/2011
2209 SBA Form 2209: Opinion of Counsel for NMVC Debenture
PDF icon SBA Form 2209: Opinion of Counsel for NMVC Debenture
Sat, 2014-06-14 00:50 Sat, 11/02/2013
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
86 Questionnaire for National Security Positions
PDF icon tools_sf86.pdf
Sat, 2014-06-14 00:50 Wed, 12/12/2012
5000-1219 1st Quarter "Peg" Rate and Direct Interest Rate
PDF icon 5000-1219.pdf
Sat, 2014-06-14 00:55
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
5000-1187 Intermediary Lending Pilot Program
PDF icon Intermediary Lending Pilot Program
Sat, 2014-06-14 00:55 Tue, 11/01/2011
413 (8a) Personal Financial Statement
PDF icon SBA Form 413
Wed, 2015-05-27 12:37 Wed, 01/31/2018
FAQs 504 Loan Program
PDF icon FAQs_504LoanProgram
Sat, 2014-06-14 00:50
424C Standard Form 424C: Budget Information - Construction Programs
PDF icon SF424c and instructions.pdf
Sat, 2014-06-14 00:50 Thu, 02/28/2013
Transfer of Participation Agreement
Microsoft Office document icon Transfer of Participation Agreement
Sat, 2014-06-14 00:50 Sat, 10/26/2013
5000-1314 SOP 50 10 5(F) update – 7(a) Loan Program Credit Standards
PDF icon 5000-1314.pdf
Sat, 2014-06-14 00:55 Mon, 06/01/2015
2230 Loan Loss Reserve Fund Deposit Account Control Agreement
PDF icon tools_sbf_forms_2230.pdf
Sat, 2014-06-14 00:50 Thu, 12/12/2013
5000-1094 Auto Dealers Outreach Campaign
PDF icon Auto Dealers Outreach Campaign
Sat, 2014-06-14 00:55
5000-1172 7(a) and 504 Fees Effective On October 1, 2010
PDF icon 7(a) and 504 Fees Effective On October 1, 2010
Sat, 2014-06-14 00:55 Thu, 09/01/2011
355 Information For Small Business Size Determination
PDF icon SBA Form 355.pdf
Sat, 2014-06-14 00:50 Fri, 11/30/2012
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
5000-1355 Transition to a New 504 Fiscal and Selling Agent
PDF icon Transition to a New 504 Fiscal and Selling Agent
Thu, 2015-10-01 17:08 Sat, 10/01/2016
1261 Statements Required by Laws and Executive Orders
PDF icon forms_mis1261.pdf
Sat, 2014-06-14 00:50 Thu, 12/12/2013
5000-1212 Further Guidance on Appraisals, Multiple Loans, and Approving Extensions of Disbursement Period in the 504 Temporary Debt Refinancing Program Authorized by the Small Business Jobs Act
File 5000-1212.docx
Sat, 2014-06-14 00:55
5000-1192 Expiration of Temporary Small Business Jobs Act Loan Enhancements and Re-activation of the Loan Queues
PDF icon Expiration of Temporary Small Business Jobs Act Loan Enhancements and Re-activation of the Loan Queues
Sat, 2014-06-14 00:55 Tue, 02/01/2011
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
Request for Loan Reinstatement
PDF icon REINSTATE_F
Wed, 2014-08-06 12:51
1244 Application for Section 504 Loan
PDF icon SBA Form 1244
Authorization Fri, 2016-06-03 10:09 Fri, 09/30/2016
60 03 6 Subcontracting Assistance Program
PDF icon Subcontracting Assistance Program
Tue, 2015-12-22 12:39

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