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
CDC Quarterly Delinquency Report
PDF icon cdc_quarterly_report.pdf
Sat, 2014-06-14 00:50 Thu, 12/12/2013
LLL Disclosure of Lobbying Activities
PDF icon Disclosure of Lobbying Activities.pdf
Sat, 2014-06-14 00:50 Thu, 10/17/2013
1010B - ANC 8(a) Business Development (BD) Program Application Alaskan Native Corporation-Owned Concern
PDF icon 8(a) Business Development (BD) Program Application Alaskan Native Corporation-Owned Concern
Mon, 2015-04-20 15:17 Mon, 03/31/2014
HUBZone Program Certification for Applicants Owned by U.S. Citizens, ANCs, NHOs, or CDCs
PDF icon HUBZone Program Certification for Applicants Owned by U.S. Citizens, ANCs or CDCs
Wed, 2016-10-05 17:30 Sun, 06/30/2019
5000-1157 7(a) Guaranty Purchases
PDF icon 7(a) Guaranty Purchases
Sat, 2014-06-14 00:55 Wed, 06/01/2011
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
5000-1939 Changes to 504 Debt Refinancing Program
PDF icon Changes to 504 Debt Refinancing Program
Mon, 2016-12-05 12:31 Wed, 11/01/2017
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
468 SBA Form 468 Schedule 10: Annual Financial Report
PDF icon SBA Form 468 Schedule 10: Annual Financial Report
Sat, 2014-06-14 00:50 Sat, 11/02/2013
Transfer of Participation
PDF icon Transfer of Participation(2).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
5000-1097 Implementation of Section 501 of the Recovery Act - Fee Elimination Provisions
PDF icon Implementation of Section 501 of the Recovery Act - Fee Elimination Provisions
Sat, 2014-06-14 00:55
5000-1321 Issuance of SOP 50 10 5(G) – Lender and Development Company Loan Programs
PDF icon 5000-1321
Fri, 2014-10-10 11:06 Wed, 10/01/2014
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
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
NGPC CPC Status and Payment Statement
Microsoft Office document icon NGPC CPC Status and Payment Statement
Sat, 2014-06-14 00:50 Sat, 10/26/2013
2403 Application for Pool of Section 504 First Mortgage Loan Interests
PDF icon tools_sbf_forms_2403.pdf
Sat, 2014-06-14 00:50 Fri, 04/30/2010
2414 Women Owned Small Business (WOSB) Program Certification - EDWOSBs
PDF icon SBA 2414 fillable
Wed, 2015-01-14 13:17 Thu, 11/30/2017
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
3000-3027 Dismissal and Closure Procedures for SBA Field Offices
Sat, 2014-06-14 00:55 Sat, 12/01/2012
50 50 4 (D) Loan Servicing
Tue, 2015-12-22 11:51
1993 Federal Agency Comment Form
PDF icon SBA Form 1993
Wed, 2016-08-03 13:59 Wed, 07/31/2019
424B Standard Form 424B: Assurances - Non-Construction Programs
PDF icon Standard Form 424B: Assurances - Non-Construction Programs
Sat, 2014-06-14 00:50 Sun, 11/03/2013
2408 Voluntary Decertification Agreement
PDF icon SBA Form 2408.pdf
Sat, 2014-06-14 00:50
5000-1175 Small Business Jobs Act: New Alternative Size Standard for 7(a) and 504 Loans
PDF icon Small Business Jobs Act: New Alternative Size Standard for 7(a) and 504 Loans
Sat, 2014-06-14 00:55 Thu, 09/01/2011
5000-1079 Version 2009 of the 7(a) Authorization Wizard to be Released November 3, 2008
PDF icon Version 2009 of the 7(a) Authorization Wizard to be Released November 3, 2008, PDF icon Version 2009 of the 7(a) Authorization Wizard to be Released November 3, 2008_Attachment
Sat, 2014-06-14 00:55
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
10 09 SBIC Internal Examinations Guidelines
PDF icon SOP 10 09
Tue, 2016-06-07 18:42 Mon, 10/28/2013 - 17:15
2234 (Part C) Eligibility Information Required for PCLP Submission
PDF icon Eligibility Information Required for PCLP Submission
Fri, 2016-06-03 11:21 Fri, 09/30/2016
1941A SBA Form 1941A: Financing Eligibility Statement - "Social Disadvantage" (For Individuals Who Are Members of a Designated Group)
PDF icon SBA Form 1941A 04-30-201 review
Mon, 2015-03-30 15:04 Sun, 04/30/2017
CAP-1050 Lender's Semi-Annual Funds Disbursement Report
PDF icon SBA CAP-1050.pdf
Sat, 2014-06-14 00:50 Sat, 05/31/2014
DELEGATED LENDER Franchise/Agreement Review Request
PDF icon DELEGATED LENDER Franchise/Agreement Review Request
Fri, 2015-05-29 13:01 Sun, 05/29/2016
2000-773 Using General Ledger Accounts in Pay.gov
PDF icon Using General Ledger Accounts in Pay.gov
Sat, 2014-06-14 00:55 Wed, 12/01/2010
5000-1288 7(a) and 504 Fees Effective on October 1, 2013
PDF icon 5000-1288.pdf
Sat, 2014-06-14 00:55
1368 Additional Filing Requirements Economic Injury Disaster Loan (EIDL), and Military Reservist Economic Injury Disaster Loan (MREIDL)
PDF icon serv_da_all_loanapp_5.pdf
Tue, 2015-03-17 12:18 Wed, 01/31/2018
2163 SBA Form 2163: 5-Yr LMI Debenture Certification Form
PDF icon SBA Form 2163: 5-Yr LMI Debenture Certification Form
Sat, 2014-06-14 00:50 Sat, 11/02/2013
e504 Quick Start Guide
PDF icon e504_quick_start_guide_v3.pdf
Sat, 2014-06-14 00:50
REQUIREMENTS FOR DISASTER LOAN SERVICING ACTIONS - SANTA ANA NDLRC
Tue, 2016-09-20 09:13 Sat, 12/31/2016
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
5000-1298 Calendar Year 2014 Schedule of 1502 Report & Payment due dates for 7(a) Loans.
PDF icon 5000-1298.pdf
Fri, 2014-06-27 13:59 Mon, 12/01/2014
155 Standby Creditor's Agreement
PDF icon serv_tools_forms_lender_155.pdf
Sat, 2014-06-14 00:50 Thu, 12/12/2013
1919 Borrower Information Form
PDF icon SBA 1919 SSN
Mon, 2014-10-20 17:15 Mon, 04/17/2017
Risk Management Data Base Form
PDF icon bank_risk_database_mangment.pdf
Sat, 2014-06-14 00:50 Fri, 01/31/2014
34 Instructions for Bank Identification Form
PDF icon SBA Form 34 Bank ID final E 3
Fri, 2015-06-12 11:42 Mon, 04/30/2018
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
5000-1222 504 First Mortgage Loan Pool Program Fees Effective On October 1, 2011
PDF icon 5000-1222.pdf
Sat, 2014-06-14 00:55
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
898 Advisory Committee Membership Nominee Information Form
PDF icon forms_mis898.pdf
Sat, 2014-06-14 00:50 Wed, 11/30/2011
2219 SBA Form 2219: OA Grant Performance Report
PDF icon SBA Form 2219: OA Grant Performance Report
Sat, 2014-06-14 00:50 Sat, 11/02/2013
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

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