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
10 09 SBIC Internal Examinations Guidelines
PDF icon SOP 10 09
Tue, 2016-06-07 18:42 Mon, 10/28/2013 - 17:15
2004 Certification to the SBA
PDF icon tools_sbf_forms_2004.pdf
Sat, 2014-06-14 00:50 Thu, 12/12/2013
CDC Checklist for Submitting Environmental Investigation
PDF icon CDC Checklist Feb 2011.pdf
Sat, 2014-06-14 00:50 Fri, 11/01/2013
Debit Authorization (SBICs)
PDF icon Debit Authorization (SBICs)
Thu, 2016-06-23 11:23
Other 7(a) Loan Submission Checklist & Cover Sheet
PDF icon 7a_Loan_Submission_Checklist_Cover_Sheet_H.pdf
Tue, 2016-02-09 16:31 Wed, 09/30/2015
5000-1136 Additional Funding Available for 7(a) and 504 Recovery Act Loans
PDF icon Additional Funding Available for 7(a) and 504 Recovery Act Loans
Sat, 2014-06-14 00:55 Wed, 12/01/2010
5000-1276 SOP 50 57 Technical Corrections
PDF icon 5000-1276.pdf
Sat, 2014-06-14 00:55 Tue, 04/01/2014
HUBZone Program Certification for Applicants Owned by ANCs
PDF icon HUBZone Program Certification for Applicants Owned by ANCs
Sat, 2014-06-14 00:50 Wed, 10/31/2012
Survey on Ensuring Equal Opportunity For Applicants
PDF icon Survey on Ensuring Equal Opportunity For Applicants
Sat, 2014-06-14 00:50 Sat, 02/28/2009
2432 SBA Form 2432: Early Stage Discount Debenture Certification
PDF icon SBA Form 2432 - Early Stage Discount Debenture Certification revised 8-12.pdf
Sat, 2014-06-14 00:50
5000-1161 Secondary Market Sales by SBA Lenders
PDF icon Secondary Market Sales by SBA Lenders
Sat, 2014-06-14 00:55 Fri, 07/01/2011
5000-1205 Secondary Market Sales by SBA Lenders - Reserve Agreement
File 5000-1205.docx
Sat, 2014-06-14 00:55 Sun, 04/15/2012
5000-1388 New Regulations Governing Affiliation for SBA Business Loan, Disaster Loan, and Surety Bond Guarantee Programs
PDF icon New Regulations Governing Affiliation for SBA Business Loan, Disaster Loan, and Surety Bond Guarantee Programs
Tue, 2016-08-16 16:02 Sat, 07/01/2017
641 Counseling Information Form
PDF icon SBA Form 641_E
Mon, 2016-06-06 10:27 Tue, 10/31/2017
2208 SBA Form 2208: Amendment to NMVCC Application
PDF icon SBA Form 2208: Amendment to NMVCC Application
Sat, 2014-06-14 00:50 Sat, 11/02/2013
SLPC 504 email notifications guide
PDF icon SLPC 504 email notifications guide
Sat, 2014-06-14 00:50
5000-1120 Updated SBA’s ARC Loan Program Procedural Guide
PDF icon Updated SBA’s ARC Loan Program Procedural Guide
Sat, 2014-06-14 00:55 Sun, 08/01/2010
5000-1101 Recovery Act - Changes to 504 Job Opportunity Requirements
PDF icon Recovery Act - Changes to 504 Job Opportunity Requirements
Sat, 2014-06-14 00:55
2000 - 0853 Electronic Submission of ARC Loan Payment Using Pay.gov SBA Form 172
PDF icon 2000-0853
Wed, 2014-08-13 14:21 Sat, 08/01/2015
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
649 Listing Collateral Documents
PDF icon tools_sbf_finasst649.pdf
Sat, 2014-06-14 00:50 Thu, 12/12/2013
Request for Loan Reinstatement
Microsoft Office document icon Request for Loan Reinstatement
Sat, 2014-06-14 00:50 Sat, 10/26/2013
LLL-A Disclosure of Lobbying Activities Continuation Sheet
PDF icon SF LLLA.pdf
Sat, 2014-06-14 00:50 Mon, 03/04/2013
1926 SBA Success Story Form
PDF icon SBA Form 1926.pdf
Sat, 2014-06-14 00:50
5000-1194 Revised SBA Form 1086, Secondary Participation Guaranty Agreement and Form 1502, Guaranty Loan Status & Lender Remittance Form
PDF icon Revised SBA Form 1086, Secondary Participation Guaranty Agreement and Form 1502, Guaranty Loan Status & Lender Remittance Form
Sat, 2014-06-14 00:55 Sat, 01/01/2011
5000-1201 Updated SBA Loan Application Forms for SBA Express, Export Express and Pilot Loan Programs
Sat, 2014-06-14 00:55 Thu, 03/01/2012
50 50 4 (D) Loan Servicing
Tue, 2015-12-22 11:51
85P-S Supplemental Questionnaire for Selected Positions
PDF icon tools_sbf85s.pdf
Sat, 2014-06-14 00:50 Thu, 12/12/2013
160 SBA Form 160: Resolution of Board of Directors
PDF icon SBA Form 160: Resolution of Board of Directors
Sat, 2014-06-14 00:50 Sun, 11/03/2013
5000-1179 Calendar Year 2011 Schedule of 1502 Report & Payment due dates for 7(a) Loans
PDF icon Calendar Year 2011 Schedule of 1502 Report & Payment due dates for 7(a) Loans
Sat, 2014-06-14 00:55 Sat, 10/01/2011
5000-1082 Implementation of SBA’s Addition of LIBOR Plus 3 Percent as a Base Rate
PDF icon Implementation of SBA’s Addition of LIBOR Plus 3 Percent as a Base Rate
Sat, 2014-06-14 00:55 Sun, 11/01/2009
5000-1351 PARRiS Risk-Based Review -- Revised Terminology
PDF icon 5000-1351
Fri, 2015-09-11 10:22 Thu, 09/01/2016
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
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

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