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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
Request for Approval of Transfer Certificate
PDF icon Request for Approval of Transfer Certificate
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
5000-1152 Deferments for SBA 7(a) and 504 Loans to Small Businesses Adversely Affected by the Deepwater Horizon oil spill
PDF icon Businesses Adversely Affected by the Deepwater Horizon oil spill
Sat, 2014-06-14 00:55 Sun, 05/01/2011
5000-1216 Implementation of Permanent Export Express Program
PDF icon 5000-1216.pdf
Sat, 2014-06-14 00:55 Wed, 08/01/2012
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
HUBZone Program Certification for Applicants Owned by Small Agricultural Cooperative
PDF icon HUBZone Program Certification for Applicants Owned by Small Agricultural Cooperatives
Sat, 2014-06-14 00:50 Wed, 10/31/2012
468 SBA Form 468 Schedule 11: Annual Financial Report
PDF icon SBA Form 468 Schedule 11: 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
5000-1126 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 Wed, 09/01/2010
5000-1093 Interim Financing of Third-Party Loans by Certifired Development Companies
PDF icon Interim Financing of Third-Party Loans by Certifired Development Companies
Sat, 2014-06-14 00:55 Mon, 02/01/2010
5000-1330 SOP 50 57 – 7(a) Loan Servicing and Liquidation: Clarification of Credit Bureau Reporting
PDF icon 5000-1330
Tue, 2014-12-16 10:11 Tue, 12/01/2015
52 00 Microloan Program
PDF icon Microloan SOP 52 00
Tue, 2016-10-04 11:56 Fri, 03/01/2013 - 00:00
1405 Stockholder's Confirmation for Corporate SBICs
PDF icon SBA Form 1405_corp_12-31-13.pdf
Sat, 2014-06-14 00:50 Tue, 12/31/2013
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
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
990A Quick Bond Guarantee Application and Agreement
PDF icon SBA 990A
Thu, 2015-07-30 09:00 Tue, 07/31/2018
5000-1186 Disaster Loan Liquidation Policy and Procedures
PDF icon Disaster Loan Liquidation Policy and Procedures
Sat, 2014-06-14 00:55 Tue, 11/01/2011
5000-1239 Issuance of SOP 50 10 5(E) – Lender and Development Company Loan Programs
PDF icon 5000-1239.pdf
Sat, 2014-06-14 00:55 Wed, 05/01/2013
80 06 HUBZone Program
PDF icon HUBZone Program
Sat, 2014-06-14 01:14
12196 Small Business Tax Product Order Blank
PDF icon forms_irs12196.pdf
Sat, 2014-06-14 00:50 Thu, 12/12/2013
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
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
5000-1171 504 Debenture Funding Schedule for Calendar Year 2011
PDF icon 504 Debenture Funding Schedule for Calendar Year 2011
Sat, 2014-06-14 00:55 Thu, 09/01/2011
5000-1117 Program for Investment in Microentrepreneurs Act (PRIME)
PDF icon Program for Investment in Microentrepreneurs Act (PRIME)Program for Investment in Microentrepreneurs Act (PRIME)
Sat, 2014-06-14 00:55
5000-1370 Calendar Year 2016 Schedule of 1502 Report & Payment due dates for 7(a) Loans.
PDF icon Calendar Year 2016 Schedule of 1502 Report & Payment due dates for 7(a) Loans.
Wed, 2015-12-02 14:57 Thu, 12/01/2016
2286 504 Debenture Closing Checklist
PDF icon 504 Debenture Closing Checklist SBA Form 2286
Thu, 2014-09-25 15:47
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
ARC Loan Liquidation Form
PDF icon ARC Liqudation form_.pdf
Sat, 2014-06-14 00:50 Sun, 06/30/2013
4506 Request for Copy of Tax Return
PDF icon Form_4506-T_FINAL.pdf
Tue, 2015-11-24 15:36
5000-1131 Transition Period for Initiatives under Sections 501 and 502 of the Recovery Act
PDF icon Transition Period for Initiatives under Sections 501 and 502 of the Recovery Act
Sat, 2014-06-14 00:55 Wed, 12/01/2010
5000-1299 SBA Veterans Advantage
PDF icon 5000-1299.pdf
Fri, 2014-06-27 14:00
90 54 5 SBA Advisory Councils
PDF icon SBA Advisory Councils
Tue, 2015-12-22 12:44 Fri, 05/04/2001 - 00:00
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
SLPC 504 email notifications for ALL loans
PDF icon SLPC 504 email notifications for ALL loans
Sat, 2014-06-14 00:50
1920 LENDER’S APPLICATION FOR GUARANTY FOR ALL 7(a) PROGRAMS
PDF icon SBA 1920
Wed, 2016-09-28 10:08 Sun, 04/30/2017
5000-1103 Recovery Act - Treatment of cancellations of loans approved prior to the Recovery Act
PDF icon Recovery Act - Treatment of cancellations of loans approved prior to the Recovery Act
Sat, 2014-06-14 00:55 Mon, 03/01/2010
5000-1311 SBA Approval of Recoverable Expenses on 7(a) Loans
PDF icon 5000-1311.pdf
Fri, 2014-06-27 13:54 Wed, 04/01/2015
50 10 5(A) Lender and Development Company Loan Programs
PDF icon SOP 50 10 5(A) (PDF Version), File SOP 50 10 5(A) (Word Version with Tracked Changes)
Sat, 2014-06-14 01:14 Sun, 03/01/2009 - 00:00
7(a) LGPC Submission Tools & Instructions
Fri, 2014-12-05 15:55 Wed, 09/30/2015
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
5000-1197 Changes to 504 Certified Development Company Loan Program Regarding Debt Refinancing Authorized by the Jobs Act
PDF icon Changes to 504 Certified Development Company Loan Program Regarding Debt Refinancing Authorized by the Jobs Act
Sat, 2014-06-14 00:55 Wed, 02/01/2012
5000-1226 PMQD Screens (14-15, 21-25, & 28)
PDF icon 5000-1226.pdf
Sat, 2014-06-14 00:55 Thu, 11/01/2012
50 10 5 Lender and Development Company Loan Programs
PDF icon Lender and Development Company Loan Programs Frequently Asked Questions, PDF icon Lender and Development Company Loan Programs
Tue, 2015-12-22 12:11 Fri, 08/01/2008 - 00:00
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
5000-1182 Small Business Jobs Act of 2010: Changes to the 7(a) Loan Program
PDF icon Small Business Jobs Act of 2010: Changes to the 7(a) Loan Program
Sat, 2014-06-14 00:55 Sat, 10/01/2011
5000-1086 Initiative to Facilitate the Sale of SBA 7(a) Loans on the Secondary Market
PDF icon Initiative to Facilitate the Sale of SBA 7(a) Loans on the Secondary Market
Sat, 2014-06-14 00:55 Tue, 12/01/2009
5000-1346 Increase in 7(a) Loan Program Authorization Level
PDF icon 5000-1346
Wed, 2015-07-29 10:43 Fri, 07/01/2016

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