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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.

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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
7(a) Risk Based Lender Review
7(a) Risk Based Lender Review
Sat, 2014-06-14 00:50 Thu, 10/17/2013
5000-1088 Identification of Correct Base Rate for 7(a) Loans
Identification of Correct Base Rate for 7(a) Loans
Sat, 2014-06-14 00:55 Tue, 12/01/2009
5000-1240 Revised and Expanded Small Loan Advantage – Changes Incorporated into SOP 50 10 5(E)
5000-1240.pdf
Sat, 2014-06-14 00:55 Wed, 05/01/2013
Debit Authorization (SBICs)
Debit Authorization (SBICs)
Sat, 2014-06-14 00:50 Wed, 01/01/2014
2000-744 Required TINs in CPC System
Required TINs in CPC System
Sat, 2014-06-14 00:55 Mon, 12/01/2008
468 SBA Form 468 Schedule 10: Annual Financial Report
SBA Form 468 Schedule 10: Annual Financial Report
Sat, 2014-06-14 00:50 Sat, 11/02/2013
5000-1152 Deferments for SBA 7(a) and 504 Loans to Small Businesses Adversely Affected by the Deepwater Horizon oil spill 
Deferments for SBA 7(a) and 504 Loans to Small Businesses Adversely Affected by the Deepwater Horizon oil spill
Sat, 2014-06-14 00:55 Sun, 05/01/2011
5000-1118 Version 2009.4 of the 7(a) Boilerplate Authorization and Wizard Released
Version 2009.4 of the 7(a) Boilerplate Authorization and Wizard Released, Version 2009.4 of the 7(a) Boilerplate Authorization and Wizard Released_Attachment
Sat, 2014-06-14 00:55 Thu, 07/01/2010
1010B - ANC 8(a) Business Development (BD) Program Application Alaskan Native Corporation-Owned Concern
8(a) Business Development (BD) Program Application Alaskan Native Corporation-Owned Concern
Sat, 2014-06-14 00:50 Mon, 03/31/2014
994 R Application for Surety Bond Guarantee Assistance – Rider Under the American Recovery and Reinvestment Act of 2009
form cont994
Wed, 2014-11-05 16:31 Mon, 02/29/2016
34 Instructions for Bank Identification Form
SBA Form 34 Bank ID.pdf
Sat, 2014-06-14 00:50 Sat, 02/28/2015
NGPC CPC Status and Payment Statement
NGPC CPC Status and Payment Statement
Sat, 2014-06-14 00:50 Sat, 10/26/2013
SOP 50 52 (1) Consumer Loan Servicing and Collection for Disaster Home
Consumer Loan Servicing and Collection for Disaster Home
Sat, 2014-06-14 01:14
5000-1166 Process for Lenders to Participate in GO Loan Pilot
Process for Lenders to Participate in GO Loan Pilot
Sat, 2014-06-14 00:55 Thu, 09/01/2011
5000-1304 Improved LGPC Submission Process
5000-1304.pdf
Fri, 2014-06-27 14:00 Thu, 01/01/2015
How to Submit PCLP Loan Applications
PCLPinstructions.pdf
Sat, 2014-06-14 00:50
1505 Note- CDC/504 Loans
SBA Form 1505, SBA INST 1505
Sat, 2014-06-14 00:50 Thu, 12/12/2013
424B Standard Form 424B: Assurances - Non-Construction Programs
Standard Form 424B: Assurances - Non-Construction Programs
Sat, 2014-06-14 00:50 Sun, 11/03/2013
5000-1105 Recovery Act – Restricted Uses of Funds
Recovery Act – Restricted Uses of Funds
Sat, 2014-06-14 00:55 Sat, 05/01/2010
5000-1220 Cancelation of SOP 33 16, Personnel Management for Disaster Offices
5000-1220.pdf
Sat, 2014-06-14 00:55 Sat, 09/01/2012
2320 Unconditional Guarantee (ARC) Loan
tools_sbf_forms_2320.pdf
Sat, 2014-06-14 00:50 Fri, 03/07/2014
275 Reinsurance Agreement In Favor of the United States
GSA Standard Form 275 - Reinsurance Agreement In Favor of the United States
Sat, 2014-06-14 00:50 Thu, 10/17/2013
Small Loan Submission Checklist & Cover Sheet
Small Loan Submission Checklist & Cover Sheet (G).pdf
Tue, 2014-11-25 15:05 Wed, 09/30/2015
1941A SBA Form 1941A: Financing Eligibility Statement - "Social Disadvantage" (For Individuals Who Are Members of a Designated Group)
SBA Form 1941A_expiration 01-31-14.pdf
Sat, 2014-06-14 00:50 Fri, 01/31/2014
SOP 90 57 National Environmental Policy Act
National Environmental Policy Act_PDF Version
Sat, 2014-06-14 01:14
5000-1144 Limitation on Additional Funding for Fee Relief and Higher Guaranty Loans
Limitation on Additional Funding for Fee Relief and Higher Guaranty Loans
Sat, 2014-06-14 00:55 Tue, 03/01/2011
5000-1332 Revised Risk-Based Review Protocol for SBA Operations of Federally Regulated 7(a) Lenders
5000-1332
Wed, 2015-02-04 11:49 Tue, 12/01/2015
ALP CDC Unilateral Action Notification
ALP CDC UNILATERAL ACTION.pdf
Sat, 2014-06-14 00:50
27D SBA Form 27D: Early Stage Current Pay Debenture Opinion of Counsel
SBA Form 27D Early Stage Current Pay Debenture Opinion of Counsel.pdf
Sat, 2014-06-14 00:50
9077 External and Economy Act Agreements
External and Economy Act Agreements.pdf
Sat, 2014-06-14 01:14
5000-1192 Expiration of Temporary Small Business Jobs Act Loan Enhancements and Re-activation of the Loan Queues
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
5000-1083 Version 2009.1 of the 7(a) Authorization Wizard to be Released November 24, 2008
Version 2009.1 of the 7(a) Authorization Wizard to be Released November 24, 2008, Version 2009.1 of the 7(a) Authorization Wizard to be Released November 24, 2008_Attachment
Sat, 2014-06-14 00:55
5 Disaster Business Loan Application
serv_da_all_loanapp_2.pdf
Sat, 2014-06-14 00:50 Sat, 01/31/2015
888 Management Training Report
SBA Form 888_update2.pdf
Sat, 2014-06-14 00:50 Tue, 09/30/2014
HUBZone Program Certification for Applicants Owned by Indian Tribal Governments
HUBZone Program Certification for Applicants Owned by Indian Tribal Governments.pdf
Sat, 2014-06-14 00:50 Sun, 02/28/2016
1919 Borrower Information Form
SBA 1919 SSN
Mon, 2014-10-20 17:15 Mon, 04/17/2017
5000-1175 Small Business Jobs Act: New Alternative Size Standard for 7(a) and 504 Loans
Small Business Jobs Act: New Alternative Size Standard for 7(a) and 504 Loans
Sat, 2014-06-14 00:55 Thu, 09/01/2011
5000-1268 Revolving Lines of Credit Processed through E-Tran
5000-1268.pdf
Sat, 2014-06-14 00:55 Sat, 02/01/2014
ARC Loan Liquidation Form
ARC Liqudation form_.pdf
Sat, 2014-06-14 00:50 Sun, 06/30/2013
1031 Portfolio Financing Report
SBA_FORM 1031r.pdf
Sat, 2014-06-14 00:50 Mon, 03/31/2014
5000-1156 Announcement and FAQs on OCRM Lender Portal Update
Announcement and FAQs on OCRM Lender Portal Update
Sat, 2014-06-14 00:55 Wed, 06/01/2011
2219 SBA Form 2219: OA Grant Performance Report
SBA Form 2219: OA Grant Performance Report
Sat, 2014-06-14 00:50 Sat, 11/02/2013
2000-773 Using General Ledger Accounts in Pay.gov
Using General Ledger Accounts in Pay.gov
Sat, 2014-06-14 00:55 Wed, 12/01/2010
5000-1204 Further Guidance on Refinancing Debt in the 504 Certified Development Company Loan Program as Authorized by the Small Business Jobs Act
5000-1204.docx
Sat, 2014-06-14 00:55 Sun, 04/01/2012
Final Wrap Up /Charge-off Report
bank_wrapup_report.pdf
Sat, 2014-06-14 00:50 Fri, 01/31/2014
86 Questionnaire for National Security Positions
tools_sf86.pdf
Sat, 2014-06-14 00:50 Wed, 12/12/2012
2450 ELIGIBILITY INFORMATION REQUIRED FOR 504 SUBMISSION (NON PCLP)
Mon, 2014-04-28 12:28 Fri, 10/31/2014
Eligibility Information Required for 504 Submission
Eligibility Information Required for 504 Submission
Sat, 2014-06-14 00:50 Tue, 04/15/2014
SOP 60 02 (8) Prime Contracts Program
Prime Contracts SOP-60-02-8.pdf
Sat, 2014-06-14 01:14
5000-1157 7(a) Guaranty Purchases
7(a) Guaranty Purchases
Sat, 2014-06-14 00:55 Wed, 06/01/2011

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