Jump to Main Content
USA flagAn Official Website of the United States Government

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 Stage Last updated Effective Datesort descending Expiration Date
2217 SBA Form 2217: Request for SBA Approval of Management Services Fees
SBA Form 2217: Request for SBA Approval of Management Services Fees
Sat, 2014-06-14 00:50 Sun, 07/31/2005
HUBZone Program Certification for Applicants Owned by U.S. Citizen
HUBZone Program Certification for Applicants Owned by U.S. Citizens
Sat, 2014-06-14 00:50 Wed, 10/31/2012
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
770 Financial Statement of Debtor
SBA Form 770
Wed, 2015-02-18 11:28 Wed, 01/31/2018
5000-1132 Servicing and Liquidation Authority of 7(a) Lenders
Servicing and Liquidation Authority of 7(a) Lenders
Sat, 2014-06-14 00:55
5000-1155 Verification of Alien Status for SBA 7(a) and 504 Loan Applicants
Verification of Alien Status for SBA 7(a) and 504 Loan Applicants
Sat, 2014-06-14 00:55 Wed, 06/01/2011
ARC 10 Tab PDK (Purchase Demand Kit)
ARC Transcript Excel Version.xlsx, ARC 10 Tab PDK 08152012 with lender feedback_508 compliant_new lender certs_4506T adjustments.pdf
Guaranty Purchase Sat, 2014-06-14 00:50
Risk Management Data Base Form
bank_risk_database_mangment.pdf
Sat, 2014-06-14 00:50 Fri, 01/31/2014
CDC Checklist for Submitting a 504 Loan Application
CDC Checklist for Submitting a 504 Loan Application
Sat, 2014-06-14 00:50 Fri, 11/01/2013
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
641 Counseling Information Form
SBA Form 641 current.pdf
Sat, 2014-06-14 00:50 Tue, 09/30/2014
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
5000-1151 Additional Funding Available for Fee Relief and Higher Guaranty Loans
Additional Funding Available for Fee Relief and Higher Guaranty Loans
Sat, 2014-06-14 00:55 Fri, 04/01/2011
2449 APPENDIX C: COMMUNITY ADVANTAGE APPLICATION ADDENDUM
SBA Form 2449 7-14
Thu, 2014-07-17 14:49
2021 Community Adjustment and Investment Program (CAIP) Application for Eligible Fee Reimbursement
SBA 2021.pdf
Sat, 2014-06-14 00:50 Wed, 12/31/2014
SOP 90 57 National Environmental Policy Act
National Environmental Policy Act_PDF Version
Sat, 2014-06-14 01:14
A9, A10, A11, A12 Budget Detail Worksheet for Twelve Month Period (Non-Construction Programs)
A9 - A12 Detailed Budget Worksheet
Sat, 2014-06-14 00:50 Thu, 10/13/2011
6000-800 SBA Policy Notice
Sat, 2014-06-14 00:55 Fri, 02/01/2013
172 Transaction Report on Loan Serviced by Lender
serv_tools_forms_lender_172.pdf
Guaranty Purchase Sat, 2014-06-14 00:50 Sun, 05/31/2015
5000-1128 New Maximum Allowable Fixed Rate for 7(a) Loans
New Maximum Allowable Fixed Rate for 7(a) Loans
Sat, 2014-06-14 00:55 Fri, 10/01/2010
5000-1124 Gulf Opportunity Pilot Loan Program
Gulf Opportunity Pilot Loan Program
Sat, 2014-06-14 00:55 Wed, 09/01/2010
7(a) / SBAExpress Servicing Action Supporting Schedule
Servicing Action Supporting Schedule.pdf
Servicing Sat, 2014-06-14 00:50
Request to Honor SBA 7(a) Loan Guaranty
bank_demandletter.pdf
Sat, 2014-06-14 00:50 Fri, 01/31/2014
10 Tab Express Purchase Demand Kit with ARC Loan provisions
10 Tab Express Purchase Demand Kit with ARC Loan provisions
Sat, 2014-06-14 00:50 Sat, 10/26/2013
5000-1323 Acceptance of Electronic Signatures in the 7(a) and 504 Loan Program
5000-1323
Tue, 2014-11-25 10:15 Wed, 10/01/2014
159D Fee Disclosure Form and Compensation Agreement
tools_sbf_sba159d.pdf
Sat, 2014-06-14 00:50 Thu, 12/12/2013
5000-1077 Participating Lenders’Administration of SBA-Guaranteed Loans
Participating Lenders’Administration of SBA-Guaranteed Loans
Sat, 2014-06-14 00:55 Thu, 10/01/2009
5000-1154 Administration of Recovery Loan Queues for 7(a) and 504 Recovery Loans
Administration of Recovery Loan Queues for 7(a) and 504 Recovery Loans
Sat, 2014-06-14 00:55 Wed, 06/01/2011
1926 SBA Success Story Form
SBA Form 1926.pdf
Sat, 2014-06-14 00:50
CAP-1050 Lender's Semi-Annual Funds Disbursement Report
SBA CAP-1050.pdf
Sat, 2014-06-14 00:50 Sat, 05/31/2014
270 Standard Form 270: Request for Advance or Reimbursement
Standard Form 270: Request for Advance or Reimbursement
Sat, 2014-06-14 00:50 Sat, 11/02/2013
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
3000-3026 Washington DC Area Dismissal and Closure Procedures
Sat, 2014-06-14 00:55 Sat, 12/01/2012
159 (504) Fee Disclosure Form and Compensation Aggreement For Agent Services In Connection With an SBA 504 Loan
SBA FORM 159 (504).pdf
Closing Sat, 2014-06-14 00:50 Sun, 08/31/2014
5000-1134 Recovery Act Loan Documentation Requirements and Restrictions
Recovery Act Loan Documentation Requirements and Restrictions
Sat, 2014-06-14 00:55 Wed, 12/01/2010
5000-917 Implementing the New SBA: Streamlining Loan Servicing
Implementing the New SBA: Streamlining Loan Servicing
Sat, 2014-06-14 00:55 Fri, 04/01/2005
7(a) / SBAExpress Servicing Action Checklist
Servicing Action Checklist
Servicing Sat, 2014-06-14 00:50
1010C 8(a) Business Plan
8(a) Business Plan
Tue, 2015-04-21 11:40 Sun, 04/30/2017
Litigation Plan
Litigation Plan Tabs
Thu, 2015-01-15 12:11 Mon, 10/26/2015
5000-1319 SBA Veterans Advantage - Renewal and Expansion of Fee Relief
5000-1319
Tue, 2014-09-23 14:32 Tue, 09/01/2015
601 Agreement of Compliance
SBA 601.pdf
Closing Sat, 2014-06-14 00:50 Thu, 12/12/2013
5000-1080 Version 2009 of the 504 Authorization Wizard to be Released November 6, 2008
bank_5Version 2009 of the 504 Authorization Wizard to be Released November 6, 2008000-1080.pdf, Version 2009 of the 504 Authorization Wizard to be Released November 6, 2008_Attachment
Sat, 2014-06-14 00:55
5000-1158 Updated Internal Revenue Service (IRS) Contact Information and 4506-T
Updated Internal Revenue Service (IRS) Contact Information and 4506-T
Sat, 2014-06-14 00:55 Wed, 06/01/2011
34 Instructions for Bank Identification Form
SBA Form 34 Bank ID.pdf
Sat, 2014-06-14 00:50 Sat, 02/28/2015
2419 ILP Electronic Reporting System (ILPERS)
SBA Form 2419.pdf
Sat, 2014-06-14 00:50 Wed, 04/30/2014
2207 SBA Form 2207: NMVC Debenture
SBA Form 2207: NMVC Debenture
Sat, 2014-06-14 00:50 Sat, 11/02/2013
5000-1227 Credit Alert Verification Reporting System (CAIVRS) and SOP 50 10 5(D)
5000-1227.pdf
Sat, 2014-06-14 00:55 Thu, 11/01/2012
Servicing and Liquidation Actions 7(a) Lender Matrix
Unilateral Action Matrix for 7(a) Loan Servicing-Liquidation V-10_.pdf
Servicing Wed, 2015-01-07 18:06
5000-1139 The 2009.4 Edition of the 7(a) Loan Program Authorization is Re-released in Microsoft Office Word 2007
The 2009.4 Edition of the 7(a) Loan Program Authorization is Re-released in Microsoft Office Word 2007
Sat, 2014-06-14 00:55
FEE DISCLOSURE FORM AND COMPENSATION AGREEMENT
3245-0201_Form_159504_8-19-14_NewE.pdf
Thu, 2015-04-23 12:19 Tue, 10/31/2017

Pages