2017 Hurricane Recovery: You may be eligible for an SBA loan deferment
LEARN MORE Close

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
Certification of Cash Match and Program Income
PDF icon Match Certification of Cash Match & Prog Inc - For Annual Budget
Sat, 2014-06-14 00:50 Thu, 10/17/2013
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
355 Information For Small Business Size Determination
PDF icon SBA Form 355.pdf
Sat, 2014-06-14 00:50 Fri, 11/30/2012
5000-1165 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, 09/01/2011
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
5000-1382 Reauthorization of 504 Debt Refinancing Program
PDF icon Reauthorization of 504 Debt Refinancing Program
Mon, 2016-06-06 13:44 Mon, 05/01/2017
991 Surety Bond Guarantee Agreement- Addendum
PDF icon SBA form 991 working copy
Wed, 2016-04-20 16:56 Sun, 03/31/2019
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
Draft Legal Fee Review
PDF icon Draft Legal Fee Review
Sat, 2014-06-14 00:50
1244 Application for Section 504 Loan
PDF icon SBA_1244_new1.pdf
Thu, 2017-08-31 12:42 Tue, 12/31/2019
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 45 3 The Surety Bond Guarantee Program
PDF icon The Surety Bond Guarantee Program
Tue, 2015-12-22 12:13
1128 Guaranty Loan Purchased
PDF icon serv_tools_forms_lender_1128.pdf
Sat, 2014-06-14 00:50 Thu, 12/12/2013
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
2404 Application to Become a Loan Pool Originator For First Mortgage Loan Pool (FMLP) Program
PDF icon tools_sbf_forms_2404.pdf
Sat, 2014-06-14 00:50 Fri, 04/30/2010
Small Loan Document Preparation Instructions
PDF icon Small Loan Document Preparation Instructions.pdf
Fri, 2014-11-21 17:20 Wed, 09/30/2015
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
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
270 Request for Advance or Reimbursement
PDF icon forms_sf_270.pdf
Sat, 2014-06-14 00:50 Thu, 12/12/2013
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
2301 (Part C) Lender Advantage Initiative Eligibility Questionnaire
PDF icon SBA Form 2301 C.pdf
Sat, 2014-06-14 00:50 Fri, 01/31/2014
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
50 10 5(E) Revision to SOP 50 10 5(E)
PDF icon 5000-1252.pdf
Tue, 2015-12-22 12:12
2233 PCLP Quarterly Loan Loss Reserve Report
PDF icon PCLP Quarterly Loan Loss Reserve Report
Fri, 2017-05-19 10:01 Tue, 12/31/2019
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
ARC Loan Liquidation Form
PDF icon ARC Liqudation form_.pdf
Sat, 2014-06-14 00:50 Sun, 06/30/2013
468 SBA Short Form 468 (Partnership): Quarterly Financial Report
PDF icon SBA Short Form 468 (Partnership): Quarterly Financial Report
Thu, 2016-08-18 17:02 Tue, 10/31/2017
5000-1148 3rd Quarter Peg Rate, Direct Interest Rate, and Maximum Interest Rate of a Third Party Lender Loan for a 504 Project
PDF icon 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
10 07 1 SBIC Liquidation Program
PDF icon SOP 10 07 1
Tue, 2015-12-22 12:01
SLPC 504 email notifications for ALL loans
PDF icon SLPC 504 email notifications for ALL loans
Sat, 2014-06-14 00:50
2462 Addendum to Franchise Agreement
PDF icon Addendum to Franchise Agreement
Wed, 2017-03-08 13:32 Sun, 12/31/2017
5000-1133 Calendar Year 2010 Schedule of 1502 Report & Payment due dates for 7(a) Loans
PDF icon 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
PDF icon 5000-1290.pdf
Sat, 2014-06-14 00:55
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
84-1 Joint Application for Export Working Capital Guarantee
PDF icon EIB-SBA Form 84-01
Tue, 2017-03-14 11:08 Tue, 03/31/2020
1919 Borrower Information Form
PDF icon SBA 1919 SSN
Mon, 2014-10-20 17:15 Mon, 04/17/2017
1224 Grant / Cooperative Agreement Cost Sharing Proposal
PDF icon SBA Form 1224 - Cost Sharing Proposal
Sat, 2014-06-14 00:50 Tue, 06/30/2009
1405 Stockholder's Confirmation for Corporate SBICs
PDF icon SBA Form 1405e_corp_12-31-16.pdf
Sat, 2014-06-14 00:50 Sat, 12/31/2016
5000-1155 Verification of Alien Status for SBA 7(a) and 504 Loan Applicants
PDF icon 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
PDF icon 5000-1214.pdf
Sat, 2014-06-14 00:55 Fri, 06/01/2012
5000-1399 Issuance of SOP 50 10 5(I) with Revised Franchise Review Procedures and Changes to Credit Elsewhere
PDF icon Franchise_Notice_5000-1399.pdf
Wed, 2016-12-07 11:40 Wed, 11/01/2017
994H Surety Bond Guarantee Program- Default Report, Claim for Reimbursement, and Record of Administrative Action
PDF icon SBA Form 994 H_workingCopy.pdf
Wed, 2016-04-20 17:07 Sun, 03/31/2019
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
5000-803 Procedures for Expedited Purchase of SBAExpress, Export Express and CommunityExpress Loans in Liquidation
Microsoft Office document icon Procedures for Expedited Purchase of SBAExpress, Export Express and CommunityExpress Loans in Liquidation
Sat, 2014-06-14 00:55 Sat, 10/26/2013
5000-1096 50 10 5(A) policy regarding the financing of goodwill
PDF icon 50 10 5(A) policy regarding the financing of goodwill
Sat, 2014-06-14 00:55
5000-1322 Clarification of the Ineligibility of Certain Passive Business Models
PDF icon 5000-1322
Fri, 2014-10-17 14:07 Thu, 10/01/2015

Pages