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 updatedsort ascending Effective Date Expiration Date
468 SBA Form 468: SBIC Financial Report
PDF icon SBA Form 468 (Partnership): Annual Financial Report, PDF icon SBA Short Form 468 (Partnership): Quarterly Financial Report, PDF icon SBA Form 468 (Corporate): Annual Financial Report, PDF icon SBA Short Form 468 (Corporate): Quarterly Financial Report
Tue, 2016-08-23 12:28 Tue, 10/31/2017
468 SBA Short Form 468 (Corporate): Quarterly Financial Report
PDF icon SBA Short Form 468 (Corporate): Quarterly Financial Report
Thu, 2016-08-18 17:06 Tue, 10/31/2017
468 SBA Short Form 468 (Partnership): Quarterly Financial Report
PDF icon SBA Short Form 468 (Partnership): Quarterly Financial Report
Thu, 2016-08-18 17:02 Tue, 10/31/2017
468 SBA Form 468 (Corporate): Annual Financial Report
PDF icon SBA Form 468 (Corporate): Annual Financial Report
Thu, 2016-08-18 16:42 Tue, 10/31/2017
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
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
5000-1386 Small Business Jobs Act Funding Expiration (7(a) and 504 loans)
PDF icon Small Business Jobs Act Funding Expiration (7(a) and 504 loans)
Tue, 2016-08-09 13:42 Sat, 07/01/2017
1993 Federal Agency Comment Form
PDF icon SBA Form 1993
Wed, 2016-08-03 13:59 Wed, 07/31/2019
1506 Servicing Agent Agreement
PDF icon SBA Form 1506 new
Tue, 2016-08-02 11:09 Fri, 05/31/2019
Servicing and Liquidation Actions 7(a) Lender Matrix
PDF icon Unilateral_Action_Matrix_for_7a_Loan_Servicing-Liquidation_V-13.pdf
Servicing Thu, 2016-07-28 14:32
1031 SBA Form 1031: Portfolio Financing Report
PDF icon SBA Form 1031 OMB approved
Wed, 2016-07-13 21:05 Tue, 10/31/2017
994 Application for Surety Bond Guarantee Assistance
PDF icon SBA Form 994
Tue, 2016-06-28 16:12 Sun, 03/31/2019
REQUIREMENTS FOR DISASTER LOAN SERVICING ACTIONS - BIRMINGHAM DLSC
Fri, 2016-06-24 15:27 Sat, 12/31/2016
REQUIREMENTS FOR DISASTER LOAN SERVICING ACTIONS - EL PASO DLSC
Fri, 2016-06-24 14:37 Sat, 12/31/2016
Debit Authorization (SBICs)
PDF icon Debit Authorization (SBICs)
Thu, 2016-06-23 11:23
REQUIREMENTS FOR DISASTER LOAN SERVICING ACTIONS - SANTA ANA NDLRC
Tue, 2016-06-21 10:55 Sat, 12/31/2016
5000-1383 Updated 504 Program Forms: 1244, 2450, 2233, 2234 (Parts B and C), 2288R, and 1506
PDF icon SBA Info Notice
Thu, 2016-06-09 08:39 Tue, 06/07/2016
10 09 SBIC Internal Examinations Guidelines
PDF icon SOP 10 09
Tue, 2016-06-07 18:42 Mon, 10/28/2013 - 17:15
10 09 SBIC Examinations Guidelines
PDF icon SBIC Examinations Guidelines
Tue, 2016-06-07 18:18 Wed, 10/23/2013 - 18:15
2288R Interim Lender Certification for Refinanced Loan
PDF icon SBA Form 2288R
Tue, 2016-06-07 08:50 Fri, 09/30/2016
5000-1382 Reauthorization of 504 Debt Refinancing Program
PDF icon Reauthorization of 504 Debt Refinancing Program
Mon, 2016-06-06 13:44 Mon, 05/01/2017
641 Counseling Information Form
PDF icon SBA Form 641_E
Mon, 2016-06-06 10:27 Tue, 10/31/2017
2234 (Part C) Eligibility Information Required for PCLP Submission
PDF icon Eligibility Information Required for PCLP Submission
Fri, 2016-06-03 11:21 Fri, 09/30/2016
2288 Interim Lender Certification
PDF icon SBA FORM 2288.pdf
Fri, 2016-06-03 10:56 Fri, 09/30/2016
2234 (Part A) PCLP Guarantee Request
PDF icon sba_forms_2234a.pdf
Fri, 2016-06-03 10:52 Fri, 09/30/2016
2233 PCLP Quarterly Loan Loss Reserve Report
PDF icon PCLP Quarterly Loan Loss Reserve Report
Fri, 2016-06-03 10:50 Fri, 09/30/2016
2450 ELIGIBILITY INFORMATION REQUIRED FOR 504 SUBMISSION (NON PCLP)
PDF icon SBA Form 2450
Fri, 2016-06-03 10:42 Fri, 09/30/2016
2416 Lender Certification for Refinanced Loan
PDF icon SBA Form 2416
Fri, 2016-06-03 10:30 Fri, 09/30/2016
2234 (Part B) Supplemental Information for PCLP Processing
PDF icon SBA Form 2234 Part B (Instructions), PDF icon sba_forms_2234B
Fri, 2016-06-03 10:23 Fri, 09/30/2016
1244 Application for Section 504 Loan
PDF icon SBA Form 1244
Authorization Fri, 2016-06-03 10:09 Fri, 09/30/2016
5000-1379 Availability of Electronic Submission of SBA Form 159(7a) through SBA One
PDF icon Availability of Electronic Submission of SBA Form 159(7a) through SBA One
Wed, 2016-05-18 11:13 Sat, 04/01/2017
52 00 A Microloan Program
PDF icon SOP 52 00 A
Thu, 2016-05-12 17:14 Thu, 04/28/2016 - 16:30
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
994H Surety Bond Guarantee Program- Default Report, Claim for Reimbursement, and Record of Administrative Action
PDF icon SBA Form 994 H_workingCopy.pdf
Wed, 2016-04-20 17:07 Sun, 03/31/2019
990 Surety Bond Guarantee Agreement
PDF icon SBA Form 990 in progress
Wed, 2016-04-20 16:57 Sun, 03/31/2019
991 Surety Bond Guarantee Agreement- Addendum
PDF icon SBA form 991 working copy
Wed, 2016-04-20 16:56 Sun, 03/31/2019
994B Surety Bond Guarantee Underwriting Review
PDF icon SBA Form 994B.pdf
Wed, 2016-04-20 16:53 Sun, 03/31/2019
5000-1376 7(a) Loan Program Clarification – Credit Unavailable Elsewhere Requirement
PDF icon 5000-1376
Mon, 2016-03-28 16:18 Wed, 03/01/2017
5000-1374 Certified Development Company Reporting of Job Creation and Retention
PDF icon Certified Development Company Reporting of Job Creation and Retention
Mon, 2016-03-07 17:22 Wed, 02/01/2017
50 10 5(H) Lender and Development Company Loan Programs
PDF icon SOP 50 10 5 H Final Clean 5-1-15, PDF icon SOP 50 10 5 H Final Highlighted Changes 5-1-15
Mon, 2016-02-29 11:15 Fri, 05/01/2015 - 17:00
2413 Women Owned Small Business (WOSB) Program Certification
PDF icon SBA Form 2413 comp
Wed, 2016-02-24 12:12 Thu, 11/30/2017
Small Loan Document Preparation Instructions
PDF icon Small_Loan_Document_Preparation_Instructions.pdf
Thu, 2016-02-18 16:48 Wed, 09/30/2015
Small Loan Submission Checklist & Cover Sheet
PDF icon Small_Loan_Submission_Checklist_Cover_Sheet_H.pdf
Thu, 2016-02-18 16:46 Wed, 09/30/2015
LGPC Submission Instructions
PDF icon LGPC_Submission_Instructions.pdf
Tue, 2016-02-09 16:34 Wed, 09/30/2015
Alternative LGPC 10-Tab Template
PDF icon LGPC_10-Tab_Template_2-1-16.pdf
Tue, 2016-02-09 16:33 Wed, 09/30/2015
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
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
84-1 Joint Application for Export Working Capital Guarantee
PDF icon EIB-SBA Form 84-1
Mon, 2016-02-01 08:49 Wed, 08/31/2016
Authorization (SBA Express/Export Express Loan)
File Authorization (SBA Express/Export Express Loan)
Authorization Tue, 2016-01-26 13:27
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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