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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
5000-1314 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
50 10 5(E) Revision to SOP 50 10 5(E)
PDF icon 5000-1252.pdf
Tue, 2015-12-22 12:12
413 (7a/504/SBG) Personal Financial Statement
PDF icon SBA Form 413 (7a-504-SBG)
Thu, 2015-03-19 15:55 Wed, 01/31/2018
7(a) LGPC Submission Tools & Instructions
Fri, 2014-12-05 15:55 Wed, 09/30/2015
Risk Management Data Base Form
PDF icon bank_risk_database_mangment.pdf
Sat, 2014-06-14 00:50 Fri, 01/31/2014
HUBZone Program Certification for Applicants Owned by Indian Tribal Governments
PDF icon HUBZone Program Certification for Applicants Owned by Indian Tribal Governments.pdf
Sat, 2014-06-14 00:50 Sun, 02/28/2016
5000-1153 Reactivation of Recovery Loan Queues for 7(a) and 504 Recovery Act Loans
PDF icon Reactivation of Recovery Loan Queues for 7(a) and 504 Recovery Act Loans
Sat, 2014-06-14 00:55 Sun, 05/01/2011
5000-1219 1st Quarter "Peg" Rate and Direct Interest Rate
PDF icon 5000-1219.pdf
Sat, 2014-06-14 00:55
10 07 1 SBIC Liquidation Program
PDF icon SOP 10 07 1
Tue, 2015-12-22 12:01
1261 Statements Required by Laws and Executive Orders
PDF icon forms_mis1261.pdf
Sat, 2014-06-14 00:50 Thu, 12/12/2013
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
Request for Loan Reinstatement
PDF icon REINSTATE_F
Wed, 2014-08-06 12:51
5000-1125 Gulf Opportunity Pilot Loan Program Waiver of Personal Resources Test
PDF icon Gulf Opportunity Pilot Loan Program Waiver of Personal Resources Test
Sat, 2014-06-14 00:55 Thu, 09/30/2010
5000-1094 Auto Dealers Outreach Campaign
PDF icon Auto Dealers Outreach Campaign
Sat, 2014-06-14 00:55
5000-1329 Required use of E-Tran by all 7(a) Lenders for Certain Unilateral Servicing and Liquidation Actions
PDF icon 5000-1329
Tue, 2014-12-09 10:22 Mon, 02/01/2016
2101 CDC Certification
PDF icon SBA_Form_2101_new.pdf
Sat, 2014-06-14 00:50
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
25 LLGP Model Limited Liability General Partner Certificate for SBA Commitment
PDF icon SBA Form 25-LLGP.pdf
Fri, 2015-07-17 13:26 Mon, 04/30/2018
2450 ELIGIBILITY INFORMATION REQUIRED FOR 504 SUBMISSION (NON PCLP)
PDF icon SBA Form 2450
Tue, 2015-03-10 16:14 Wed, 01/31/2018
5000-1187 Intermediary Lending Pilot Program
PDF icon Intermediary Lending Pilot Program
Sat, 2014-06-14 00:55 Tue, 11/01/2011
5000-1238 7(a) Loan Origination 10-Tab Submission Tool
PDF icon 5000-1238[1].pdf
Sat, 2014-06-14 00:55 Wed, 05/01/2013
50 45 3 The Surety Bond Guarantee Program
PDF icon The Surety Bond Guarantee Program
Tue, 2015-12-22 12:13
Certification Regarding Drug Free Workplace Requirements
PDF icon Certification Regarding Drug Free Workplace Requirements
Sat, 2014-06-14 00:50 Thu, 10/13/2011
8821 Instructions for Completing the IRS Tax Authorization Form 8821
Sat, 2014-06-14 00:50
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
5000-1116 Program for Investment in Microentrepreneurs Act (PRIME)
PDF icon Program for Investment in Microentrepreneurs Act (PRIME)
Sat, 2014-06-14 00:55
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
2202 Schedule of Liabilities
PDF icon tools_sbf_sba202.pdf
Sat, 2014-06-14 00:50 Thu, 12/12/2013
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
CDC/504 Supplemental Information for Processing
PDF icon CDC/504 Supplemental Information for Processing
Sat, 2014-06-14 00:50
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
5000-1123 7(a) Fees and 504 Fees Effective On October 1, 2009
PDF icon 7(a) Fees and 504 Fees Effective On October 1, 2009
Sat, 2014-06-14 00:55
994 Application for Surety Bond Guarantee Assistance
PDF icon SBA Form 994 Application for Surety Bond Guarantee Assistance V2a_428
Thu, 2016-04-28 11:43 Mon, 02/29/2016
468 SBA Form 468 Schedule 9: Annual Financial Report
PDF icon SBA Form 468 Schedule 9: Annual Financial Report
Sat, 2014-06-14 00:50 Sat, 11/02/2013
e504 Guide for CDCs
PDF icon CDC_Guide_for_e504_v5.pdf
Sat, 2014-06-14 00:50
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
5000-1104 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
50 10 5(F) Lender and Development Company Loan Programs
PDF icon SOP_50_10_5(F)_June_18_2014_Updated_for_Credit_Score_(final highlightedl)
Mon, 2014-08-25 14:39 Sat, 06/14/2014 - 13:30
1253 Certified Development Company (CDC) Annual Report Guide
PDF icon SBA Form 1253 CDC Annual Report Guide 9-16.pdf, Office spreadsheet icon SBA 1253 Attachment (MS Excel)
Wed, 2015-09-16 10:38 Sun, 04/30/2017
2320 Unconditional Guarantee (ARC) Loan
PDF icon tools_sbf_forms_2320.pdf
Sat, 2014-06-14 00:50 Fri, 03/07/2014
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
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
5000-1225 Additional Changes to 504 Certified Development Company Loan Program Regarding Debt Refinancing Authorized by the Jobs Act
PDF icon 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
51 00 On-Site Lender Reviews/Examinations
Microsoft Office document icon On-Site Lender Reviews/Examinations_Word Version, PDF icon On-Site Lender Reviews/Examinations_PDF Version
Tue, 2015-12-22 12:36
272 Federal Cash Transactions Report
PDF icon forms_mis272.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
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
5000-1087 New IRS Tax Verification Alternative
PDF icon New IRS Tax Verification Alternative
Sat, 2014-06-14 00:55 Tue, 12/01/2009
5000-1344 7(a) Loan Program Authorization Level
PDF icon 5000-1344.pdf
Thu, 2015-07-23 10:43 Fri, 07/01/2016

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