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
5000-1173 Small Business Jobs Act: Extension of Authority for 7(a) and 504 Recovery Loans
PDF icon Small Business Jobs Act: Extension of Authority for 7(a) and 504 Recovery Loans
Sat, 2014-06-14 00:55 Thu, 09/01/2011
5000-1077 Participating Lenders’Administration of SBA-Guaranteed Loans
PDF icon Participating Lenders’Administration of SBA-Guaranteed Loans
Sat, 2014-06-14 00:55 Thu, 10/01/2009
5000-1953 SBA Information Notice
PDF icon 5000-1953.pdf
Thu, 2017-08-31 12:43 Wed, 08/01/2018
FAQs ARC Loans
PDF icon FAQs_ARCLoans.pdf
Sat, 2014-06-14 00:50
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
770 Financial Statement of Debtor
PDF icon SBA Form 770
Wed, 2015-02-18 11:28 Wed, 01/31/2018
5000-1128 New Maximum Allowable Fixed Rate for 7(a) Loans
PDF icon New Maximum Allowable Fixed Rate for 7(a) Loans
Sat, 2014-06-14 00:55 Fri, 10/01/2010
5000-1294 Clarification of Fee Reductions for 7(a) Loans of $150,000 or Less in FY2014
PDF icon 5000-1294 (2).pdf
Sat, 2014-06-14 00:55
5000-1354 SBA Veterans Advantage - Renewal of Fee Relief for Certain Loans
PDF icon SBA Veterans Advantage - Renewal of Fee Relief for Certain Loans
Thu, 2015-10-01 10:29 Thu, 09/01/2016
2418 ILP Program Activities Report
PDF icon SBA Form 2418.pdf
Sat, 2014-06-14 00:50 Wed, 04/30/2014
52 00 Microloan Program
PDF icon Microloan SOP 52 00
Tue, 2016-10-04 11:56 Fri, 03/01/2013 - 00:00
413D Personal Financial Statement Disaster Programs
PDF icon 4 13 Personal Financial Statement
Tue, 2016-11-08 11:34 Wed, 01/31/2018
86A Continuation Sheet for Questionnaires SF 86, SF 85 P, and SF 85
PDF icon tools_sf86af.pdf
Sat, 2014-06-14 00:50 Thu, 12/12/2013
424 Standard Form 424: Application for Federal Assistance
PDF icon Standard Form 424: Application for Federal Assistance
Sat, 2014-06-14 00:50 Sun, 11/03/2013
5000-1154 Administration of Recovery Loan Queues for 7(a) and 504 Recovery Loans
PDF icon Administration of Recovery Loan Queues for 7(a) and 504 Recovery Loans
Sat, 2014-06-14 00:55 Wed, 06/01/2011
5000-1217 Lender and Development Company Loan Programs
PDF icon 5000-1217.pdf
Sat, 2014-06-14 00:55
424D Assurances - Construction Programs
PDF icon Assurances - Construction Programs
Sat, 2014-06-14 00:50 Fri, 07/30/2010
80 06 HUBZone Program
PDF icon HUBZone Program
Sat, 2014-06-14 01:14
2434 SBA Form 2434: 5 Yr Energy Saving Debenture Certification
PDF icon SBA Form 2434 - 5 Yr Energy Saving Debenture Certification revised 8-12.pdf
Sat, 2014-06-14 00:50
2229 Premier Certified Lenders Program
PDF icon tools_sbf_forms_229.pdf
Sat, 2014-06-14 00:50 Thu, 12/12/2013
Protective Bid Analysis Exhibit A
Microsoft Office document icon Protective Bid Analysis Exhibit A
Sat, 2014-06-14 00:50 Fri, 11/01/2013
5000-1095 Extension of Procedural Notice 5000-1065
PDF icon Extension of Procedural Notice 5000-1065
Sat, 2014-06-14 00:55 Mon, 02/01/2010
5000-1323 Acceptance of Electronic Signatures in the 7(a) and 504 Loan Program
PDF icon 5000-1323
Tue, 2014-11-25 10:15 Wed, 10/01/2014
5000-1390 Fees for 7(a) Loans Made to Veteran Owned Small Businesses Effective October 1, 2016
PDF icon Fees for 7(a) Loans Made to Veteran Owned Small Businesses Effective October 1, 2016
Tue, 2016-10-11 17:58 Fri, 09/01/2017
FAQs Payment Modifications
PDF icon FAQs_Payment Modifications.pdf
Sat, 2014-06-14 00:50
CDC 503 / 504 LIQUIDATION PLAN
PDF icon 504LiquidationPlan_20130430.pdf
Mon, 2017-05-22 09:38 Tue, 12/31/2019
Capital Certificate
PDF icon form_finasst_sba1.pdf
Sat, 2014-06-14 00:50 Mon, 09/02/2013
424 Application for Federal Assistance
PDF icon SF 424_ Application for Federal Assistance
Sat, 2014-06-14 00:50 Thu, 10/17/2013
5000-1190 Extension of authority to approve Small Business Jobs Act loans
PDF icon Extension of authority to approve Small Business Jobs Act loans
Sat, 2014-06-14 00:55
6000-800 SBA Policy Notice
Sat, 2014-06-14 00:55 Fri, 02/01/2013
2318 America’s Recovery Capital (ARC) Loan
PDF icon serv_tools_forms_lender_2318.pdf
Sat, 2014-06-14 00:50 Fri, 03/07/2014
90 54 5 SBA Advisory Councils
PDF icon SBA Advisory Councils
Tue, 2015-12-22 12:44 Fri, 05/04/2001 - 00:00
1450 SBA Form 1450 - 8(a) Annual Update
PDF icon SBA FORM 1450 Revised1.pdf
Sat, 2014-06-14 00:50 Wed, 08/31/2016
723 Small Business Certification
PDF icon form_cont723.pdf
Sat, 2014-06-14 00:50 Wed, 12/12/2012
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
2301 Community Advantage Lender Participation Application
PDF icon SBA 2301
Thu, 2014-07-17 14:52 Fri, 03/31/2017
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
Small Loan Document Preparation Instructions
PDF icon Small_Loan_Document_Preparation_Instructions.pdf
Thu, 2016-02-18 16:48 Wed, 09/30/2015
994F Schedule of Work in Process
PDF icon SBA Form 994F Application for Surety Bond Guarantee Assistance
Thu, 2016-05-12 13:21 Sun, 03/31/2019
270 Standard Form 270: Request for Advance or Reimbursement
PDF icon Standard Form 270: Request for Advance or Reimbursement
Sat, 2014-06-14 00:50 Sat, 11/02/2013
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
5000-1199 Expiration of Small Business Jobs Act Authority and Closing of the Loan Queues
PDF icon bank_5000-1199.pdf
Sat, 2014-06-14 00:55 Thu, 03/01/2012
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
Important Document Request for Partnerships
PDF icon Important Document Request for Partnerships.pdf
Sat, 2014-06-14 00:50
5000-1181 Issuance of SOP 50 51 3 for 7(a) and 504 Loan Liquidation
PDF icon Issuance of SOP 50 51 3 for 7(a) and 504 Loan Liquidation
Sat, 2014-06-14 00:55 Sat, 10/01/2011
1405A Ownership Confirmation for Partnership SBICs
PDF icon SBA Form 1405A_part_12-31-13.pdf
Sat, 2014-06-14 00:50 Tue, 12/31/2013
10 Tab Express Purchase Demand Kit with ARC Loan provisions
PDF icon 10 Tab Express Purchase Demand Kit with ARC Loan provisions
Sat, 2014-06-14 00:50 Sat, 10/26/2013
5000-1105 Recovery Act – Restricted Uses of Funds
PDF icon Recovery Act – Restricted Uses of Funds
Sat, 2014-06-14 00:55 Sat, 05/01/2010
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
5000-1372 SBA Express/Export Express Loan Authorization Issued
PDF icon SBA Express/Export Express Loan Authorization Issued
Tue, 2016-01-26 11:46

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